Broker Portfolio Estimator

Estimate the IEEPA refund potential across your client portfolio. This is a broker portfolio estimate — not an individual importer estimate. Free, 30 seconds, no client data required.

⚠️ This is a screening-level portfolio estimate based on industry averages. Actual refund amounts depend on each client's specific ES-003 entry data. For a precise assessment, try our Demo Analysis or request a portfolio review.

Number of importing clients with IEEPA exposure How many of your clients imported goods during the IEEPA period (Feb 2025 – Apr 2026)?

Typical annual import volume per client Average declared value of imports per client across your book

Primary import categories in your client book Select all that apply

Months your clients had active IEEPA entries Across your portfolio during the IEEPA period (February 2025 – April 2026)

Estimated Portfolio IEEPA Refund Potential

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⚠️ This is a screening-level portfolio estimate only. Actual refunds depend on each client's ES-003 data, CBP review, and broker verification. This is not an individual importer estimate.

📐 How we estimated this

Client count × per-client volume: Estimated total portfolio value across your client book.

IEEPA duty rate: 10–16% of declared value (industry range across major import categories).

Phase 1 coverage: 50–70% of IEEPA entries are assumed to fall within CAPE Phase 1 eligibility.

Annual interest rate: 6.5% per CBP regulation, calculated from original payment date to estimated refund date (~120 days).

Not included: Phase 2-eligible entries, protest-path entries, and entries with data issues requiring broker review.

This tool provides a screening-level portfolio range to help you assess whether to pursue a full portfolio review. Not a quote or a guaranteed outcome.

Portfolio Value

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Est. IEEPA Duties (Range)

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Est. Interest

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🧪 Try Our Demo — See a Sample ES-003 Analysis → 📋 Request a Broker Portfolio Review →