Method and apparatus for providing after tax valuation of tax-exempt bonds

A non-transitory computer-readable medium storing computer-readable instructions that, when executed by at least one processor, cause the at least one processor to perform the functions comprising:

• receiving, from a display device, via a communications interface, an indication of a bond;
• determining, according to a predefined tax logic data interpretation process, a tax-neutral fair value of the bond based on a set of bond data and a set of tax data specific to the bond, such that the tax-neutral fair value is reflective of market price data;
• determining, using the tax-neutral fair value of the bond and the market price data, according to a recursive valuation path dependent methodology, one or more indicators including at least one of a value of the bond enhanced by a tax option, a value of the tax option and a sell indicator comprising whether to sell the bond and take a loss;
• receiving and displaying, via an interactive graphical user interface (GUI) on the display device, the one or more indicators in a results display region of the interactive GUI, the interactive GUI further comprising a user action region associated with the one or more indicators displayed in the results display region;
• receiving, responsive to the one or more indicators displayed in the results display region, an indication of user input via the user action region of the interactive GUI;
• and
• initiating at least one transaction responsive to the indication of user input in the user action region.