A research environment for tax-aware portfolio management.
TaxView is a paper-trading platform that runs a CVXPY-backed direct-indexing optimizer against real market data, with tax-lot accounting, wash-sale enforcement, and after-tax reporting that treats taxes as a first-class cost rather than a footnote.
An honest accounting of after-tax alpha.
The solver harvests losses at the tax-lot level, enforces 30-day wash-sale windows across substantially-identical securities, and rotates into correlation-matched substitutes to preserve factor exposure. Every run is reproducible from the snapshot stored alongside it — strategy parameters, covariance matrix, constraint set, and lot-level decisions. Audits don't require re-deriving anything.
Not advice. Not custody. Not a recommendation.
Nothing on this site is investment, tax, or legal advice. All backtests and simulated results are paper-only and do not reflect actual trading. The platform exists to make the mechanics of tax-aware portfolio construction legible — not to manage anyone's money.