After-tax trading reviews for your clients

Upload a client's trade export. Get a PDF showing what their trading earned after tax compared with the same dollars in Treasury bills or SPY, with wash sales, the $3,000 loss limit and carryforwards applied.

Plans

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 T-bills or SPY
Tax drag, wash sales and loss carryforward by year
Shareable link and PDF (paid)

Free: headline verdict. Try the free tax-drag calculator with no upload.