Pricing
All plans include unlimited tax-loss harvesting notifications. The paid plans below support connected brokerage accounts, so your position lots stay up to date without manual entry. They differ only in how much combined balance you can connect.
Pricing
Save time and never miss another tax loss!
Starter
$30
$19
/month
- ✅Detect tax-loss harvesting opportunities
- ✅Unlimited notifications
- ✅Connect unlimited accounts
- ⚠️Combined balance of connected accounts limited to $300k
Unlimited
$50
$39
/month
- ✅Detect tax-loss harvesting opportunities
- ✅Unlimited notifications
- ✅Connect unlimited accounts
- ✅No balance limits
Tax-loss harvesting notifications go to every user, not only paying ones. A limited free tier, which relies on manual lot entry instead of connected accounts, is granted by request rather than self-serve signup, so email us to inquire.
Compare plans
| Plan | Monthly | Annual | Save annually | Included |
|---|---|---|---|---|
| Starter | $19/month | $190/year | 17% |
|
| Unlimited | $39/month | $390/year | 17% |
|
Prices are in US dollars. Subscriptions renew automatically and can be cancelled at any time from your account settings.
Pricing questions
What is the difference between Starter and Unlimited?
Both plans connect unlimited brokerage accounts. Starter limits the combined balance across those connected accounts to $300,000. Unlimited has no balance cap.
Do all users receive tax-loss harvesting notifications?
Yes. Every user receives tax-loss harvesting notifications regardless of plan, including users on the limited free tier, which is granted by request rather than self-serve signup. What the paid plans add is connected brokerage accounts, so your position lots are tracked automatically instead of entered by hand.
How much does annual billing save?
Starter is $190 per year versus $228 billed monthly, a saving of about 17%. Unlimited is $390 per year versus $468 billed monthly, a saving of about 17%.
Can I cancel my subscription?
Yes. You can cancel at any time from the billing portal linked in your account settings. Your plan stays active through the end of the period you have already paid for.
Does Harvest IY provide investment advice?
No. Harvest IY is not a registered investment advisor. It identifies tax-loss harvesting opportunities in your portfolio but does not provide personalized investment advice and does not execute trades.