Keep more of what you earn.
Track realized gains, wash sales, tax lots, and CPA-ready exports. QuantRidge surfaces harvesting opportunities alongside your live portfolio so tax efficiency is part of every decision—not a year-end scramble.
Tax drag compounds silently. Selling the wrong lot, triggering a wash sale, or missing a harvesting window can cost thousands over a decade. QuantRidge brings lot-level visibility into the same place you manage investments.
See year-to-date realized gains, estimated liability, and open positions with unrealized P/L—updated as you trade. Plan sales before you click confirm at your brokerage.
Exports and summaries are formatted for CPA handoff, while harvesting suggestions respect wash-sale rules at a high level so you can discuss strategy with a tax professional.
YTD realized
$18,420
Harvest candidate: -$4,200 unrealized
FIFO defaults at many brokerages hide the tax impact of specific sales. QuantRidge tracks tax lots, cost basis, holding periods, and realized vs unrealized gains so you understand exactly what a trade will trigger.
Tax
Lot-level clarity on every position
Tax-loss harvesting is not just selling losers—it is a timing and replacement strategy subject to wash-sale rules. The platform highlights candidates where harvesting may offset gains, with context on recent purchases that could disqualify a loss.
Tax
Harvest losses with intention
Model how a proposed sale, contribution, or Roth conversion affects your year-end picture. Scenario views help you coordinate with retirement and cash-flow goals instead of optimizing taxes in isolation.
Tax
Project before you trade
When tax season arrives, summarized gain/loss reports and lot detail reduce back-and-forth with your preparer. QuantRidge is software—not tax advice; work with a qualified professional for filing decisions.
Tax
CPA-ready exports
Purpose-built tools for tax—connected to your accounts at app.quantridge.net.
See cost basis, acquisition dates, and lot-level unrealized gains across linked accounts.
Flags recent purchases that may affect loss deductibility when you harvest.
Identify positions where realizing losses may offset gains—subject to your overall strategy.
Running realized gains with short-term and long-term breakdowns.
Estimate tax consequences before executing trades at your brokerage.
Download summaries formatted for tax preparer handoff.
Platform depth
The tax module sits on top of synced holdings and transaction history. Every sale is evaluated against open lots, wash-sale windows, and your YTD realized picture—so tax impact is visible at decision time.
Lot granularity
Per-share basis
Wash-sale window
30-day awareness
YTD realized
$18,420
Harvest candidate: -$4,200 unrealized
A practical workflow from setup to insight—designed for self-directed investors.
Linked accounts import buys, sells, dividends, and corporate actions.
Check realized gains, open unrealized positions, and estimated liability.
Evaluate loss candidates and wash-sale constraints before year-end.
Generate summaries for your CPA or tax software.
No. We provide tracking, projections, and exports. Filing remains your responsibility with a qualified tax professional.
We flag purchases within the wash-sale window relative to loss sales on the same or substantially identical securities.
Lot detail helps you plan specific identification strategies; execution happens at your brokerage.
No. Harvesting suggestions are informational tools, not individualized tax advice.
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