PendingRegulatoryPrimary
Topic No. 409, Capital Gains and Losses
Internal Revenue Service
Capital gain treatment, rates, holding outcomes, and high-level loss rules.
0 docsNot yet synced
Entity profile
Nick's Portfolio
Portfolio · Investing
Linked
8
Ready
0
Pending
8
Attention
0
Runtime
Offline
Research database is not configured. Add DATABASE_URL to enable sync and persistence.
Connect a research database to enable live sync and document ingestion.
Workflow lenses
Tax-aware portfolio monitoring grounded in IRS and brokerage authority sources.
A staging lane for future holdings ingestion, recommendation logic, and concentration analysis.
Cross-linking macro context with personal positions and watchlists.
Next moves
Connect brokerage holdings after credentials and consent exist.
Map lots, holding periods, and wash-sale-sensitive tax logic to the portfolio lane.
Layer daily portfolio recommendations on top of synced research and future holdings data.
Priority sources
Sources most relevant to this entity lane
PendingReferencePrimary
Publication 550, Investment Income and Expenses
Internal Revenue Service
Investment income, capital gains and losses, holding periods, special rates, and trader rules.
0 docsNot yet synced
PendingReferencePrimary
Instructions for Schedule D (Form 1040)
Internal Revenue Service
Filing logic for gains, losses, worksheets, and special capital gain tax treatment.
0 docsNot yet synced
PendingRegulatoryPrimary
Retirement Plan and IRA Required Minimum Distributions FAQs
Internal Revenue Service
RMD rules for retirement planning and withdrawal sequencing.
0 docsNot yet synced
PendingApiPrimary
FRED API Overview
Federal Reserve Bank of St. Louis
REST API for macroeconomic data and historical series retrieval.
0 docsNot yet synced
PendingDatasetPrimary
ALFRED Archival Economic Data
Federal Reserve Bank of St. Louis
Versioned economic history for revision-aware backtesting and point-in-time context.
0 docsNot yet synced
PendingReferencePrimary
Retirement Benefits
Social Security Administration
Official Social Security retirement benefit rules and planning inputs.
0 docsNot yet synced
PendingApiPrimary
Charles Schwab Developer Portal
Charles Schwab
Official developer access path for account, trading, and market data integrations.
0 docsNot yet synced
Domain coverage
Tax
3 sources0 ready, 3 pending, 0 needing attention
Retirement
2 sources0 ready, 2 pending, 0 needing attention
Macro
2 sources0 ready, 2 pending, 0 needing attention
Investing
1 sources0 ready, 1 pending, 0 needing attention
Linked source board
Topic No. 409, Capital Gains and Losses
Tax · Regulatory
Capital gain treatment, rates, holding outcomes, and high-level loss rules.
Publication 550, Investment Income and Expenses
Tax · Reference
Investment income, capital gains and losses, holding periods, special rates, and trader rules.
Instructions for Schedule D (Form 1040)
Tax · Reference
Filing logic for gains, losses, worksheets, and special capital gain tax treatment.
Retirement Plan and IRA Required Minimum Distributions FAQs
Retirement · Regulatory
RMD rules for retirement planning and withdrawal sequencing.
FRED API Overview
Macro · Api
REST API for macroeconomic data and historical series retrieval.
ALFRED Archival Economic Data
Macro · Dataset
Versioned economic history for revision-aware backtesting and point-in-time context.
Retirement Benefits
Retirement · Reference
Official Social Security retirement benefit rules and planning inputs.
Charles Schwab Developer Portal
Investing · Api
Official developer access path for account, trading, and market data integrations.