CapitalGainsTracker
Best for CapitalGainsTracker monitors realized and unrealized gains and losses across all stock holdings to optimize tax-loss harvesting and plan for tax obligations.
When not Skip if the workflow above is not a close match. compare the rest of this list first.
CapitalGainsTracker monitors realized and unrealized gains and losses across all stock holdings to optimize tax-loss harvesting and plan for tax obligations. Users input purchase prices and the app tracks cost basis and gains for every position. Year-to-date capital gains summaries show tax liability and whether additional loss harvesting would be beneficial. Wash-sale warnings prevent disqualification of losses through rapid repurchasing. Tax reports export gains and losses in format acceptable by tax software and accountants.
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