Demo instance - fictional data that resets on every deploy. Account-linking and credential features are disabled.
Analysis/Metric Groups
Data gaps
Scope
Closed
Online
Market opens at 1:30 PM
Build 20260718034158
Analysis

Costs & Efficiency

The quiet erosion of returns: cash, fee, tax drag, turnover, realization timing, and after-tax outcomes.

KPI

Key Performance Indicators

Scoreboard metrics for this group.

KPI MET-070

After-Tax Return / After-Tax CAGR

Not surfaced

The source data or calculation path exists, but this metric has not been wired into the group widget yet.

Debug No runtime instrumentation for this value.Computable but not surfaced - explicit-rate tax calculator exists
OPI

Operational Performance Indicators

Operational levers that explain or improve the KPI results.

OPI MET-026

Cash Drag

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Debug Metric is still loading.Partial - account-value cash drag surfaced
OPI MET-027

Fee Drag / Expense Ratio Impact

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Debug Metric is still loading.Partial - observed fee drag surfaced
OPI MET-032

Tax Drag

Not implemented

Blocked - tax rate configuration required

Debug No runtime instrumentation for this value.Blocked - tax rate configuration required
OPI MET-033

Portfolio Turnover

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Debug Metric is still loading.Partial - selected-period trade turnover surfaced
OPI MET-034

Realized vs. Unrealized Gain Mix

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Debug Metric is still loading.Partial - realized/unrealized widget surfaced
OPI MET-071

Tax-Loss Harvesting Opportunity

Not surfaced

The source data or calculation path exists, but this metric has not been wired into the group widget yet.

Debug No runtime instrumentation for this value.Computable but not surfaced - pure harvest scanner exists