>_ TaxHarvest
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.
best for
individual investors with multiple taxable brokerage accounts who have realized gains and harvestable losses in equities/etfs.
typical workflow position
monitoring
key featurecross-account wash-sale tracking and automatic gain/loss pairing
asset classEquities
functionPortfolio Management, Operations
pricingFREE-$$$
modelfreemium
added14d ago
upvotes0
viaweb
instrumentsStocks, ETFs
regionsNorth America
audienceretail
user baseRetail
pricing
verified Jul 2026
Free$0/mo
Starter$299/mo
Pro$2,499/mo