Tax-Loss Harvesting
Automatically optimize your taxes by harvesting losses
Tax Savings YTD
$0
Losses Harvested
$0
Harvests This Year
0
Wash Sale Blocks
0
How Tax-Loss Harvesting Works
1
We find positions with unrealized losses in your portfolio
2
Sell the losing position to "realize" the loss for tax purposes
3
Immediately buy a similar (but not identical) investment
4
Use the loss to offset gains and reduce your tax bill!
Harvesting Opportunities
No Opportunities Found
Click "Scan Portfolio" to check for tax-loss harvesting opportunities