Tax-Loss Harvesting

Positions with unrealized losses that could be sold to realize a tax deduction, then replaced with a similar (not substantially identical) security. Wash sale risk flags positions where you bought within the last 30 days.

Total Harvestable Loss?

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0 positions

Long-Term Loss?

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Est. saving: — @ 20%

Short-Term Loss?

—

Est. saving: — @ 37%

Total Est. Tax Savings?

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blended LT/ST rate

* HIFO lot matching used to classify losses as long-term (>1 year) or short-term (≤1 year). Toggle FIFO/HIFO above to see how lot selection method affects the breakdown.

* Wash sale window: buys on or after 2026-07-10. Selling and repurchasing within 31 days would disallow the loss.

* Estimated savings: LT losses × 20% rate, ST losses × 37% rate. Actual rates depend on your total income and gain/loss picture for the year.

* Not tax advice. Consult a tax advisor before executing any harvesting strategy.