The Morgan portfolio · fictional example
Know what stands behind the number.
Entered values, known basis, and missing details stay visible together.
| Holding | Quantity | Entered value | Cost basis | Record detail |
|---|---|---|---|---|
| HOMECedar HouseReal estate | 1 | $375,000 | $300,000 | Example manual entry |
Real estate / example record
Cedar House
- Quantity held
- 1
- Entered value
- $375,000
- Entered basis
- $300,000
Fictional manual entries. A filled basis field does not verify the source or determine final tax treatment.
From a position to a decision
Carry this holding into your next move.
Cedar House stays at 1 units while you explore. Its acquisition date and basis carry into the model. A saved scenario leaves the holding intact.
In your account, holdings can come from manual entries and supported, reviewed CSV records. Unconfirmed rows stay outside planning totals.
Check what your CSV supports →Cedar House / annual ownership costs
Know the cost of keeping the property.
In your account, local and school tax bills are recorded by property and year. This fictional 2026 example shows the annual total and monthly equivalent.
- Local annual bill
- $4,800
- School annual bill
- $1,200 separately
- Total annual bills
- $6,000
- Monthly equivalent
- $500
The included option prevents counting the school bill twice. Annual bills remain separate from a possible sale's capital-gains estimate.
Record my property bills →