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
Public-specific considerations
Monitor Public holdings, allocation changes, dividend events, cost basis, and portfolio performance in one Clarity dashboard so you can review Public with real trend lines, balances, and history instead of checking Public in isolation or rebuilding the same context each week.
Compare Public with cash accounts, retirement accounts, crypto holdings, and household net worth, which makes it easier to explain whether activity from Public changed liquidity, diversification, or total net worth across your broader financial picture.
Use Clarity as a Public portfolio tracker that turns raw Public 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 Public visible next to the rest of your household finances so large changes from Public are easier to understand during weekly reviews, month-end reconciliation, and forward planning without reconstructing the timeline from memory.
Tie Public activity to allocation reviews, dividend monitoring, and tax planning, which helps convert monitoring into clear follow-up actions whenever Public starts moving in a way that deserves attention, explanation, escalation, or review.
