Upload your trade history. We apply wash-sale rules, the $3,000 loss limit and federal + California tax, then compare with putting the same dollars in SPY.
Plans
Retail
$25/mo
or $199/year. Full report, PDF, share link.
Founding member
$99/year
First 100 members, price locked while you stay subscribed.
Advisors and CPAs
$149/mo per firm
or $1,290/year. Unlimited client reports.
What you get
After-tax gain vs the same dollars in SPY
Tax drag, wash sales and loss carryforward by year