Everything you need to avoid making rookie mistakes!
Game plan your taxes
View a real-time estimate of your 2021 tax liability.
Simulate your trades
Check the tax implications of your trades before you make them.
Sell at the right time
Optimize your trades to pay lower, long-term tax rates.
Get alerted when you can sell positions that lower your taxes.
Avoid wash sales
Flag potential wash sales before they happen.
See all your holdings
Track your transactions and current holdings in one view.
It's tax loss harvesting season.
Most traders sell their gains first instead of their losses, which leads to a higher tax bill. The best traders tax loss harvest instead - when you sell your losses to offset your gains and lower your tax liability. The last day to tax loss harvest for 2021 is December 31. So act quickly!