Tax Model

Taxes are overwhelmingly my top expense.

There doesn't appear to be any builtin support for tax calculations.

Proposal: Add a Tax Model (SetTaxModel()) that would estimate taxes and adjust algo results based on factors such as:

• Geographic location {Puerto Rico, California, New York}
• Account type {taxable brokerage, roth IRA, HSA}
• Gross income outside the trading algorithm
• Marriage status, filing jointly or separately
• Estimated tax payment date and when+whether those taxes should be extracted from my balance
• Long vs short term capital gains taxes
• etc.

We could start with a SimpleLongVsShortTermTaxModel.

Tax information could appear as:

• Tax events in backtest and live reports
• Tax column in orders report

TODO: List potential APIs for collecting tax constants.

Update from Jared in Discord:

"We might be able to make something simple. We've intentionality ignored them till now."

This makes sense, taxes are remarkably complex and highly individual.

The issue names no files, tests, or entry points. Start by narrowing the proposed SimpleLongVsShortTermTaxModel and deciding which tax inputs, extraction timing, reports, and order fields are in scope. Done would require an agreed API and defined behavior for the selected scope.