Average customer saves $30,000/year

Automate tax-loss harvesting
across every account.

Connect every brokerage. See exactly which lots to sell. Save thousands per year — without changing your strategy.

Get started free
app.taxharvest.ai/portfolio
TaxHarvest portfolio dashboard showing tax savings
Works with your brokerage
E*TRADE
Robinhood
Fidelity
Charles Schwab
Interactive Brokers

How it works

Plan, model, and automate —
only if you want to.

1 Connect

See your savings in seconds

Connect your brokerage and TaxHarvest instantly calculates how much you could save this year. No trades, no commitment — just your number.

✓
Fidelity connectedPortfolio synced successfully
Tax Savings Calculated
Based on your portfolio, we think we could save you at least
$6,310.01
Continue

2 Model

Pick your moves. We show you the math.

Select positions to sell and see the exact tax impact before making a single trade. We suggest replacement stocks to keep your portfolio exposure the same.

Tax Model
Projected Tax Bill
$2,114.15
Short Term: $1,252.15Long Term: $9,252.15
TickerDateQtyPriceReturnTax
OKLOJan 44$132.55▲$500.31$500
OPENJan 414$7.78▲$76.95$77
XYZJan 143$75.93▲$42.54$43
RVLVAug 44$22.12▼$13.44$13
FSep 184$13.13▼$8.68$9
XLREOct 193$40.90▼$1.37$1

3 Automate

Let it run — or stay in control.

Set your harvest rules once — thresholds, cycle frequency, account limits — and TaxHarvest runs on your schedule. Or keep every move manual. You decide.

Harvest Cycle — Number of Weeks
4⌄
Per Share Minimum
$5.00⌄
Minimum dollar amount per share to be considered for harvest.
Short Term Capital Settings
Asset Bucket Size
$100
Asset Dollar Minimum
$100
Save settings

Annual savings estimator

How much can you save annually
with tax-loss harvesting?

$50,000$2,000,000+
Portfolio size: $500,000
Estimated annual tax savings
$24,200

Based on average customer results. Actual savings vary by portfolio and tax situation.

Get your exact savings →

Across every account

Track wash sales across every brokerage — automatically.

E*TRADE only sees E*TRADE. Fidelity only sees Fidelity. If you hold positions at more than one broker, you’re on your own to catch cross-account wash sales — and the IRS expects you to. TaxHarvest connects them all and flags the risks before you trade.

Connect your accounts free

What customers say

Real investors. Real savings.

Saved $28k
★★★★★

"I never knew offsetting capital gains could be this easy. I saved $28,000 last year without changing how I invest."

TS
Tom S.
Software Engineer
Saved $14k
★★★★★

"Keeps my exposure exactly the same while I offset my gains. Saved me $14,000 and 10 hours a week I used to spend on this."

TG
Tilly G.
Freelance Designer
Saves daily
★★★★★

"The similar stock recommendations are the key. It works in the background and saves me money while I sleep."

DL
Deena L.
Retired Teacher

Pricing

Start free. Upgrade when it pays for itself.

$30k
avg annual savings
75×
ROI on Starter plan
30 days
money-back guarantee
Free
$0/month
See what you could save before spending anything.
  • Connect 1 brokerage
  • See your savings potential
  • Manual position modeling
  • Tax bill calculator
Get started free
Most popular
Starter
$399/month
For investors ready to act on their savings.
  • Everything in Free
  • Unlimited harvests
  • Wash sale alerts & rebuy reminders
  • Replacement stock suggestions
  • 1 brokerage account
Start saving
Pro
$2,499/month
Full automation. Set rules, we handle the rest.
  • Everything in Starter
  • Full automation on your schedule
  • Unlimited brokerage accounts
  • Custom harvest thresholds
  • Priority support
Go Pro

FAQ

Common questions

Most customers save $10,000 to $50,000 per year, depending on portfolio size, tax bracket, and how systematically losses are harvested. Connect your account to see your specific annual estimate in about two minutes.
Yes — on the Pro plan. TaxHarvest runs on your schedule across every connected brokerage, picks the optimal lots to sell, suggests replacement positions, and tracks the 30-day wash-sale window. Every move can require your approval or run fully hands-off — your choice.
TaxHarvest connects to E*TRADE, Fidelity, Schwab, Robinhood, and Interactive Brokers, with more added regularly. Connect multiple accounts at once and TaxHarvest aggregates positions and lots into a single view.
Brokerages only track wash sales within their own accounts. If you sell at a loss in E*TRADE and rebuy in Fidelity within 30 days, neither broker will catch it — but the IRS still expects you to. TaxHarvest monitors every linked account and alerts you before any trade that would trigger a cross-account wash sale.
A wash sale occurs when you sell at a loss and buy back the same or substantially identical security within 30 days — voiding the tax loss. TaxHarvest suggests correlated replacement stocks or ETFs to keep your exposure, then alerts you the exact date it's safe to buy back the original.
Not for modeling — you can upload statements manually and we'll show you exactly what to do. For full automation, we need read/trade access, which you can revoke at any time.
Tax-loss harvesting only applies to taxable brokerage accounts. It does not apply to IRAs, 401(k)s, or 529s — gains in those accounts are already tax-deferred or tax-free.
You can offset unlimited capital gains. If losses exceed gains, deduct up to $3,000 against ordinary income each year ($1,500 if married filing separately) and carry forward the rest indefinitely. TaxHarvest tracks this across every account.