Description Usage Arguments Value
This function creates an investor object.
1 2 3 4 5 6 7 8 9 10 11 12 13 14 | investor.create(
portfolioHoldings,
portfolioName = "",
cashBuffers = NULL,
horizon = 10,
taxrate.state = 0,
taxrate.ordinc = 0,
taxrate.LTCG = 0,
taxrate.STCG = 0,
taxrate.qualdiv = 0,
taxrate.surcharge = 0.038,
taxrate.retirement.ordinc = NULL,
benchmarkType = "US"
)
|
portfolioHoldings |
tibble with portfolio holdings |
portfolioName |
name of portfolio from BD |
cashBuffers |
tibble of portoflio cash buffers read in from BD |
horizon |
Time horizon in years. Default is 10. |
taxrate.state |
State income tax rate. Default is 0. |
taxrate.ordinc |
Federal tax rate on ordinary income. Default is 0. |
taxrate.LTCG |
Federal tax rate on long-term capital gains. Default is 0. |
taxrate.STCG |
Federal tax rate on short-term capital gains. Default is 0. |
taxrate.qualdiv |
Federal tax rate qualified dividends. Default is 0. |
taxrate.surcharge |
Net investment income tax rate (section 1411 of IRC). Default is 0.038. |
taxrate.retirement.ordinc |
Federal tax rate on ordinary income in retirment. If NULL (default) uses the taxrate.ordinc value. |
benchmarkType |
either "US" (default) for a U.S. centric investor, or "Global" |
An investor class object which is a list containing items related to the investor. This package internally calculate income and capital gain rates that combine federal, state and surcharge taxes.
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