Solution introduction
Qualified dividends and interests can be taxed with a lower capital gain tax rate instead of the higher income tax rate
Obtain all important figures on security level for a specific instrument scope which you can easily define
You can look up single instruments or download your whole instrument scope as a csv file at any time.
Data set per instrument:
- Funds: qualified dividend/interest percentage
- Non-funds: categorization as qualified or non-qualified
- Specific year end for fund figures
- Research status
- In addition, it shows you all relevant tax details
