Hey everyone,
For those of you who actively do tax-loss harvesting, what tools do you use to make the process easier? Most platforms I’ve seen focus on basic loss identification, but I’m looking for something more.
Ideally, I want a tool that can analyze my portfolio and suggest alternative positions that maintain a similar return and volatility profile while optimizing for tax efficiency. Does anything like this exist? Or do you just manually research and rebalance?
Also, not interested in AUM-based solutions—just looking for something that provides actionable recommendations without managing my money.
Willing to pay a fee if the tool charges a reasonable one.
Curious to hear how you all approach this!