Basic Investor

Strategies / Tax-Loss Harvesting Engine

PREMIUM EXCLUSIVE

Tax-Loss Harvesting & Superficial Loss Engine

Turn market pullbacks into immediate tax refunds. Calculate your tax alpha, identify pre-approved substitute ETF pairs to stay 100% invested, and track the 30-day CRA & IRS wash-sale restriction window.

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ESTIMATED 20-YEAR OPTIMIZATION IMPACT
+$34,680
Calculated from your inputs above
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Educational illustration only. Tax-loss harvesting calculations are provided for informational planning and do not substitute for formal tax advice from a qualified Canadian CPA or U.S. Enrolled Agent.