Objective
Add tax-adjusted metrics across strategy reports.
Notes: Added a thin per-strategy eligibility/period adapter around tax_lots, with canonical profile/effective dates, reproducible ledger output, pre-tax CAGR, ongoing tax-adjusted CAGR, tax drag, stable failure reasons, and additive exporter payloads that do not affect existing pre-tax outputs.
Approach
Reuses existing report research/findings/catalog-tax-metrics-t257.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
t257in sampled log [reconstructed — uncertain]. - Source report:
research/findings/catalog-tax-metrics-t257.md - Task-history entry:
research/findings/task-history.json#t257
Results
Conclusions and metrics are in research/findings/catalog-tax-metrics-t257.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.
Links
- Task-history:
research/findings/task-history.jsonidt257 - Findings:
research/findings/catalog-tax-metrics-t257.md