Cash & money market sweep
Retirement · held in Roth IRA
Value
0.2% of what you own
Unrealized gain
Basis missing: upload lots or a statement to fill it
vs S&P since bought
No purchase dates: no lots and no buy date on file.
Income, next 12 mo
None expected
Value over time appears once the daily sync has recorded this holding on two days or more.
Where it's held
| Account | Entity | Value | Cost | Gain | Basis from |
|---|---|---|---|---|---|
| Roth IRA | Retirement accounts | $5,537 | — | — | None |
- Entity
- Retirement accounts
- Value
- $5,537
- Cost
- —
- Gain
- —
- Basis from
- None
Lots and basis
No tax lots on file. Upload the account’s lot export or a statement to see each purchase.
Cost to exit
If you sold all of it today (estimate, from your tax assumptions)
About in tax, leaving about $3,212. Risk and exit cost across the book