ProfiTree

ProfiTree is a tax optimization tool built for self-directed investors. It helps you reduce your investment tax bill by analyzing your trades and uncovering missed tax-saving opportunities—without changing how or where you invest. What it does: 1. Surfaces tax-loss harvesting opportunities by analyzing unrealized losses in your portfolio—so you can strategically sell at the right time. 2. Identifies disallowed losses from wash sales so you know where you've lost valuable tax deductions. 3. Avoids future wash sales by alerting you about specific tickers to avoid within the IRS-defined 61-day window. 4. Estimates potential tax savings based on your current trades and tax bracket. 5. Supports multiple cost basis strategies, such as FIFO, LIFO, and Highest Cost, to help you evaluate optimal sell decisions. Who it's for: If you're an active or semi-active investor managing your own portfolio (e.g., through Fidelity, Schwab, Robinhood, or Interactive Brokers), ProfiTree gives you the tax insights your brokerage doesn’t. Security-first: Your data is read-only and never moved—just securely analyzed with your permission.