Hello, I’m wondering if it is possible to account for the fact that some of my capital invested is are ‘post-tax’ (i.e. I’ve paid income tax on the invested amount already, e.g. regular investment account), and others are ‘pre-tax’ (e.g. my pension, which will eventually be subject to income tax upon retirement)?
I have set up separate taxonomies to account for this difference, but it is skewing my aggregate AUM, performance, allocation %s etc.
Of course, I could account for the taxes upfront today (by reducing all numbers by a flat rate of say 20% when entering them), but this would make it more difficult to sense-check the numbers reflecting in Portfolio Performance versus what I see in my pension account.
Is there functionality which would allow me to keep the gross numbers reflected in my pre-tax accounts, but which would subtract taxes from these numbers before adding them to the aggregate numbers alongside my post-tax accounts? My guess is that most everyone using this platform will have a pension account or other tax-deferred account, so it would make sense to support this type of functionality.
What do you think?