Real ChatGPT answer · index seedMXiWzKz7J40completeFinance and banking · investing and brokeragesinformational
I just inherited a concentrated stock portfolio with huge unrealized gains and I need to figure out today how to diversify without triggering a massive tax disaster.
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
I just inherited a concentrated stock portfolio with huge unrealized gains and I need to figure out today how to diversify without triggering a massive tax disaster.
3 real searches · 1 real-search pass
IRS inherited property basis fair market value date of death inherited stocks long term capital gains 2026Google ↗
OBSERVEDReason
IRS 2026 capital gains tax rates net investment income tax estate inherited securities basisGoogle ↗
OBSERVEDReason
SEC investor diversification concentrated stock position tax aware diversification exchange funds charitable remainder trustGoogle ↗
OBSERVEDReason
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
ChatGPT real searches (3)
Classes come from the query-classifier (a local Laya model). 3 of 3 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT3 real searches · gpt-6
IRS inherited property basis fair market value date of death inherited stocks long term capital gains 2026 Google ↗
IRS 2026 capital gains tax rates net investment income tax estate inherited securities basis Google ↗
SEC investor diversification concentrated stock position tax aware diversification exchange funds charitable remainder trust Google ↗
- Publication 551 · irs.gov
- Publication 559 · irs.gov
- Publication 559 (2025), Survivors, Executors, and Administrators · irs.gov
- Publication 551 (12/2025), Basis of Assets · irs.gov
- Publication 550 (2025), Investment Income and Expenses · irs.gov
- Topic no. 559, Net investment income tax · irs.gov
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS inherited property basis fair market value date of death inherited stocks long term capital gains 2026 OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
IRS 2026 capital gains tax rates net investment income tax estate inherited securities basis OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
SEC investor diversification concentrated stock position tax aware diversification exchange funds charitable remainder trust OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 |