Opportunities
We scan your holdings for tax-loss harvesting opportunities — positions you could sell at a loss to offset taxes on your gains.
Tax-loss harvesting
Selling a position at a loss lets you offset realized gains (and up to $3,000 of ordinary income) on your taxes. We scan your tax lots for unrealized losses of 5% or more and flag them — wash-sale risk included.
Tax lots
0
Open opportunities
0
Min loss threshold
5%
We'll create one tax lot per holding using your cost basis so detection can run.