Portfolio and tax
Portfolio shows everything you own across every connected account, in one place, with practice money kept apart from real money.
Your portfolio
Open Portfolio in the sidebar. Its views:
- By source: holdings grouped by account and broker.
- All: every position merged, so a stock held in two accounts shows once.
- Analytics: how the whole portfolio is built and how it has done.
- Closed: positions you have sold.
- Alerts: the price and news alerts you set.
- Tax: losses you can harvest, gains realized this year, your estimated tax and open wash-sale windows.
A Real and Practice switch keeps practice money separate. Press any holding to see its page, or ask Copilot about it.
Tax view and harvesting
On the web and on your phone, the Tax view shows every position sitting at a loss, short and long term, with a similar replacement so you stay invested. Gains realized this year, your estimated tax and open wash-sale windows sit next to it.
- Tax-loss harvesting AI agent: Every market day it checks your taxable accounts for losses worth taking. It sells the loss lots highest cost first, buys a replacement fund in the same category that is not substantially identical, and never buys the sold security back in any of your accounts inside the wash-sale window.
- Wash sales checked everywhere: every sale is checked against the 30 days before and after across every connected account, IRAs included.
- Tax impact on every ticket: on the web and on your phone, the order ticket shows the gain or loss by lot, short or long term, and a wash-sale warning before you confirm.
- Ask Copilot: "what if I sold my NVIDIA?" or "harvest my losses", answered from your own lots.
Not tax advice. Talk to a tax professional about your situation.