Tracking is free, forever.Pro finds the money you leave on the table.

Pro is being built now. Join the list and it opens for you with seven days free.

proin development · waitlist open

  1. Losses worth harvesting before Dec. 31

    Every position in the red that could offset this year’s gains, and the tax each one would save.

    $3,000

    of net loss a year can also come off ordinary income

  2. Dividend tax withheld abroad

    What each foreign dividend left with the tax office, the treaty rate it should have paid, and what you can credit or claim back.

    35% → 15%

    a Swiss dividend, before and after the treaty

  3. Signals on your own rules

    You write the rule on what you hold — a weight cap, a drawdown, a dividend cut — and get an email when it trips. No picks, no tips.

    your rules

    never our picks

$9/month

billed yearly · save 20%

Seven days free when Pro opens. No card to join the list.

free

$0

forever, the whole tracker

  • Import from any broker, reviewed line by line
  • Unlimited positions and accounts
  • A daily briefing in plain English
  • Risk: VaR, Sharpe, beta, drawdown
  • Dividends and income
  • Benchmarks and FIFO realized gains
Start with an import