
An Actionable Dashboard for Tax Loss Harvesting
How Harvest IY rebuilt its dashboard as an actionable task list: Harvestable Losses, Wash Sale Warnings, and positions that Need Attention.
AWAndrew WeinerJuly 23
Authors
Creator of Harvest IY
Andrew is a software engineer and investor who built Harvest IY to help everyday investors take advantage of tax loss harvesting, a strategy that used to be reserved for the wealthy.

How Harvest IY rebuilt its dashboard as an actionable task list: Harvestable Losses, Wash Sale Warnings, and positions that Need Attention.

A step-by-step walkthrough of a real tax loss harvest: selling SPY, buying SCHB, and saving ~$90 in taxes from a single trade.