TaxGhost reconstructs your tax lots, finds harvest opportunities, and helps you optimize after-tax returns — without the 1% AUM fee.
Upload statements, 1099s, and trade confirmations. Our AI reads them all and extracts every tax lot.
Multiple brokers? No problem. We reconcile conflicting data and flag gaps for your review.
Automatically scan for unrealized losses and get actionable tax-loss harvesting suggestions.
Model trades before you make them. See the tax impact of any sale or rebalance in real time.
We're building something special for DIY investors. Check back soon.
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