Pricing

Save time and never miss another tax loss!

Free

$0

  • ✅Detect tax-loss harvesting opportunities
  • ⬜Coming Soon: Get list of replacement securities
  • ✅Unlimited notifications
  • ❌No connected accounts
  • ⚠️Manual lot entry required

Starter

$30

$19

/month

  • ✅Detect tax-loss harvesting opportunities
  • ⬜Coming Soon: Get list of replacement securities
  • ✅Unlimited notifications
  • ✅Connect unlimited accounts
  • ⚠️Combined balance of connected accounts limited to $300k
POPULAR

Unlimited

$50

$39

/month

  • ✅Detect tax-loss harvesting opportunities
  • ⬜Coming Soon: Get list of replacement securities
  • ✅Unlimited notifications
  • ✅Connect unlimited accounts
  • ✅No balance limits