Stock portfolio management gets real

Lower your costs and get higher investment returns

Increase your after-tax return by reducing the largest cost that your investments incur: capital gains tax


Take advantage of active tax management methods

Realized shows your tax lots with the largest unrealized losses. With tax loss harvesting, you can proactively sell those lots to recognize capital losses and offset your taxable gains. Having those losses in hand allows you to realize other capital gains without incurring tax.

Anticipate the tax effects of short-term versus long-term sales

Realized shows your active tax lots, separated by short- and long-term holding period. This makes it easy to notice your short-term gains.

By not taking any short-term capital gains, you benefit from the lower, long-term capital gains tax rate when you eventually sell.