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Automatically identifies unrealized losses in your holdings and recommends IRS/CRA wash-sale compliant replacement trades to maximize tax savings.
Step 1
Scan Holdings
Analyzes your executed trades to identify positions with unrealized losses
Step 2
Match Replacements
Suggests correlated but distinct securities that maintain your sector exposure
Step 3
Execute & Save
Creates pending sell + buy trades to lock in the loss and rebuild exposure
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Loss Positions
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Total Unrealized Loss
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Potential Tax Savings
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Selected
Wash Sale Compliance Notes
• The IRS/CRA wash-sale rule disallows a loss if you buy a substantially identical security within 30 days before or after the sale.
• All suggested replacements are in the same sector but are different securities — maintaining market exposure while qualifying for the loss deduction.
• Trades are created as Pending — review and approve in your broker before executing.
• Consult a qualified tax advisor before executing. This tool provides estimates only.