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PORTAX has two
versions using the same financial engine.
PORTAX Plus as described in this website is the complete version. A companion product, PORTAX, is a
streamlined
version that has fewer input features, is simpler to run and has a significantly
lower subscription price.
PORTAX Plus allows more complex modeling including sub portfolios for multiple
legal and tax structures, portfolios that have time varying tax rates, and
portfolios that span across generations.
In most cases, PORTAX is more than sufficient for modeling portfoilios with a
total current market value less than USD$10 million.
PORTAX Plus is usually used for higher net worth portfolios with more complex
holdings and detailed tax modeling.
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Inputs |
PORTAX |
PORTAX Plus |
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General Editor |
13 fields |
17 fields |
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Assets Editor |
20 fields |
20 fields |
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Periods Editor |
7 fields |
9 fields |
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Correlations Editor |
same |
same |
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Details Editor |
7 fields |
16 fields |
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Group Constraints Editor |
same |
same |
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Sub Portfolios Editor |
not available |
available |
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Spending Scenarios Editor |
2 types |
6 types |
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Margin Editor |
same |
same |
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Short Sales Editor |
same |
same |
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Futures Editor |
same |
same |
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Individual International Tax Tables |
available |
available |
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Corporate International Tax Tables |
not available |
available |
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