One-shot calculators, outside the rebalance loop.
A tool takes a snapshot — a portfolio, a window, a horizon — and returns a result. Tools do not manage an ongoing account; they sit beside the strategies for cases where you want a focused answer rather than a daily process.
A phased realization schedule for moving a portfolio toward a benchmark under a tax budget.
You bring a current portfolio. You set a gain budget, a horizon, and a tracking-error target. The planner returns a quarter-by-quarter realization schedule that respects the budget, alongside the projected tracking-error trajectory and the after-tax wealth gap at horizon.
Late-year harvesting. Maximizes realized losses through year-end while capping gains to zero.
Given a portfolio snapshot in November or December, returns the harvest schedule that maximizes realized losses through year-end while capping gains to zero and respecting the 30-day wash-sale lookback. A parameterized variant of the tax-aware DI engine with a calendar gate.
The list of appreciated lots whose donation maximizes capital-gains tax avoided.
Returns the list of appreciated lots whose in-kind donation — which avoids the embedded-gain tax — maximizes the dollar value of capital gains tax avoided, subject to a tracking-error preservation constraint on the residual portfolio. Designed for end-of-year giving from a concentrated or appreciated portfolio.
Upload a CSV of tax lots to feed into any tool or strategy. Tickers and FIGIs only — see the page for the canonical template.
For the full list of strategies that manage an ongoing account, see /strategies.