xxutz

Primary Residence

Real estate · held in Primary Residence
Value
44.5% of what you own
Unrealized gain
on $1,250,000 cost
vs S&P since bought
Compared only for stocks, funds and crypto.
Income, next 12 mo
None expected

Value over time

Weekly, across every account it's held in

Where it's held

Positions
AccountEntityValueCostGainBasis from
Primary ResidencePersonal$1,628,693$1,250,000+$379kKubera

Lots and basis

No tax lots on file. The basis above is a single total, so gains can't be split by purchase. 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 $1,519,629. Risk and exit cost across the book