quantmodel — Research and specify personalized catalog tax analysis

Objective

Research and specify personalized catalog tax analysis.

Notes: Specified the validated catalog tax profile, eligibility/data and period boundaries, tax-adjusted CAGR/tax-drag semantics, and deterministic fixtures. Authenticated AS research found the documented method is named Mixed (not Smart Tax Lots); recorded sourced behavior and a bounded inferred smart_tax_lots selector.

Approach

Reuses existing report research/findings/catalog-tax-analysis-spec-t255.md — tables/metrics preserved verbatim via source_report pointer. Body below summarizes grounded evidence from that report and adjacent artifacts.

Files / code / data changed

No commit SHA confidently associated with t255 in sampled log [reconstructed — uncertain].
Source report: research/findings/catalog-tax-analysis-spec-t255.md
Task-history entry: research/findings/task-history.json#t255

Results

Key table from source report (preserved):

Field	Contract

| profile_version | Requir

Conclusions and metrics are in research/findings/catalog-tax-analysis-spec-t255.md; see detail page for preserved tables/metrics.

Conclusions

[reconstructed — uncertain] Outcome inferred from status done and task note.

Problems / follow-ups

See source report or PR discussion for follow-ups. No unsupported follow-ups fabricated.