Tax-Loss Harvesting Wizard

Maximize Your Portfolio Returns with Tax-Loss Harvesting

The Tax-Loss Harvesting Wizard is your DIY tool for optimizing your ETF investment portfolio and minimizing your tax liability.

Simply upload your ETF portfolio, and our smart algorithms will analyze your holdings to identify assets that can be sold at a loss. We'll also recommend equivalent ETFs to buy, ensuring your investment strategy remains intact. With our easy-to-use interface and automated analysis, you'll save time and maximize your tax savings effortlessly.

Get started today and take control of your tax-loss harvesting strategy!

Step 1 - Let's determine your tax rate with the info below

This helps us calculate how much you stand to save from tax-loss harvesting!

State:

Tax Situation:

Annual Income:

$

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Step 2 - List all of the holdings in your portfolio by lots

Make sure to also include dividend distributions when they have been reinvested and lots sold in the past 30 days so that we can exclude assets that would violate the wash-sale rule.

Import CSV...

Holdings in portfolio

Open/Closed	Ticker	Purchase Date	Purchase Price	Sell Date	Sell Price	Quantity	Actions

Tax-Loss Harvesting Wizard

Maximize Your Portfolio Returns with Tax-Loss Harvesting

Step 1 - Let's determine your tax rate with the info below

Step 2 - List all of the holdings in your portfolio by lots

Upload CSV File

Holdings in portfolio