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🧬 Blueprint
⚡ Loop
💰 Allocator
Home
Positions
Health
Risk
Analytics
Scenarios
Rolls
Alerts
Journal
Vesper Tasks
Board
Align
Travel
🧬 Blueprint
⚡ Loop
💰 Allocator
Investment Allocator
Tax-optimized asset placement across Roth, Traditional IRA & Taxable accounts
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Total Portfolio
Federal Rate
State Rate
LTCG Rate
Asset Allocation
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Alloc %
$ Amount
Yield %
Distribution
Account
Sector
Annual $
Tax $
Net $
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Ticker
Allocation %
Yield %
Distribution Type
Return of Capital
Qualified Dividend
Ordinary Income
Capital Gains
Premium Income
Growth (no dist.)
Account
Roth IRA
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Taxable
Sector
AI Infra
Financials
Energy
Healthcare
International
Cash/Theta
Other
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Tax Comparison — Account Placement Analysis
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Allocation by Sector
Allocation by Account
Annual Income Waterfall
Monthly Income Breakdown