Tax Planning
- See a detailed list of each stock you own and the tax details about it
- Avoid the common pitfall of wash sales easily with our "Wash Warnings" list
- Eliminate IRS penalties by paying estimates when you know you'll own money at the end of the year
Record Keeping
- Past trading history including options and stocks
- Current holdings listing
- Quickly review dividends paid out
Safe & Secure
We take your security very seriously. Visit our privacy page to learn more about the steps we take to protect you and how we use your information.
Free Analysis
We want to help you understand your returns and portfolio better. To do that we created a free analysis tool. This breaks down your rate of return and shows you your trading patterns more clearly.
FAQ
I'm not a proffesional investor, CPA or advisor - just a software engineer that really enjoys trading. After some simple mistakes that cost me a lot in taxes, I realized that I needed a tool like this: so I built it! I'm sharing it in the hope that others need it too! I think the world needs more, well informed, amature investors.
See a mistake that I made or have ideas for how I can expand? I'd love to hear it! Shoot me feedback on our about us page.
While taxes are something you are definitely going to need to figure out near April every year we think that a measured, steady approach that considers them all year long is the best. In general - you should trade normally but check in every so often to see how much tax you are going to owe. This can give you lots of time to decide when to sell stocks you are loosing money on or nudge you to sell gains you might otherwise have kept longer.
Simply put, if you wait till your brokerage issues your 1099 (tax form you get in February each year), the tax year is over and you really can't do anything to fix the common issues that might come up.
Even in a year where your investments don't do as well - you can still sell up to $3,000 of losses to reduce your taxable income. We help you find the right investments to sell so you can maximize your benefits.