Confirm all relevant accounts are connected and synced through the current tax year.
2
Review cost basis calculations (FIFO) and flag wash sale adjustments where applicable.
3
Export transaction summaries and gain/loss reports for tax filing or advisor handoff.
Required evidence
Cost basis calculation (FIFO)
Capital gains and loss summaries
Transaction export for tax filing
M1-specific considerations
Monitor M1 holdings, allocation changes, dividend events, cost basis, and portfolio performance in one Clarity dashboard so you can review M1 with real trend lines, balances, and history instead of checking M1 in isolation or rebuilding the same context each week.
Compare M1 with cash accounts, retirement accounts, crypto holdings, and household net worth, which makes it easier to explain whether activity from M1 changed liquidity, diversification, or total net worth across your broader financial picture.
Use Clarity as a M1 portfolio tracker that turns raw M1 updates into a repeatable workflow for weekly portfolio reviews and month-end allocation checkups, rather than a one-off snapshot that is forgotten after a quick check.
Keep M1 visible next to the rest of your household finances so large changes from M1 are easier to understand during weekly reviews, month-end reconciliation, and forward planning without reconstructing the timeline from memory.
Tie M1 activity to allocation reviews, dividend monitoring, and tax planning, which helps convert monitoring into clear follow-up actions whenever M1 starts moving in a way that deserves attention, explanation, escalation, or review.
