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TaxHarvest— Automates tax-loss harvesting across multiple brokerage accounts by pairing gains and losses to reduce capital gains tax liability
EquitiesPortfolio ManagementFREE-$$$· cross-account wash-sale tracking and automatic gain/loss pairing
automates tax-loss harvesting by pulling taxable lots from connected brokerages (fidelity, schwab, e*trade, robinhood, interactive brokers) and pairing losses against realized gains to reduce capital gains tax liability. tracks 30-day wash-sale windows across all accounts and suggests correlated replacement stocks. steps up cost basis on winners each year to shrink future tax owed.
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