HARVEST TAX-LOSSES LIKE THE
ULTRA-RICH

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Built by finance and AI experts from

Tax Loss Harvesting requires hours of work and is painful to implement​​

  • Watching the market for dips and checking your positions constantly
  • Tracking dates to avoid wash sales
  • Scrambling at year-end to offset gains

STaxAI Automates It For You

  • Never make a wash sale
  • Never miss an opportunity to harvest loss
  • Actively harvest losses year-around

HARVEST TAX-LOSSES LIKE A PRO

Get StaxAI Today

PRICING

Free

$0/Month

  • Unlimited Notifications
  • Connect 1 account (stock or crypto)
  • Account balance upto $200K
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Basic

$9.99/Month

  • Unlimited Notifications
  • Connect unlimited accounts (stock or crypto)
  • Combined balance upto $500K
  • 1st 3 months free
  • Fully refundable if Tax Losses alerts are less than $3,000 p.a.
  • Unlimited access to support via chat/email/text
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Premium

$19.99/Month

  • Unlimited Notifications
  • Connect unlimited accounts (stock or crypto)
  • Unlimited balance
  • 1st 3 months free
  • Fully refundable if Tax Losses alerts are less than $5,000 p.a.
  • Unlimited access to support via chat/email/text/phone
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Frequently Asked Questions

  • Tax-loss harvesting involves selling an investment that has experienced a loss and replacing that investment with a different holding designed to maintain your asset allocation.

 

  • It can primarily add value in the form of reduced income taxes when realized ("harvested") losses are used to lower a tax bill by offsetting realized capital gains and up to $3,000 of ordinary income (based on current tax provisions).

 

  • Additionally, tax loss harvesting may increase after- tax returns if those tax savings are reinvested, assuming the additional investments experience compounded growth in the markets over time.

  • Sign up for StaxAl and connect your stock and crypto brokerage accounts.

  • We scan your accounts daily for unrealized capital losses on positions held longer than 30 days.

  • If we find any, we send you a text/email with actionable details at whatever frequency you prefer - daily/weekly/monthly/quarterly.

  • Unlimited access to support via chat/email/text/phone.

 

No, we are not currently registered as an investment advisor. We are simply a tool to help you view your portfolio in different ways.
  • You have 3 months of free service for our Basic and Premium programs.

  • For the Basic Program, if we are unable to find you Tax Losses in excess of $3,000 p.a., we will refund all the fees we have collected for that year.

  • For the Premium Program, if we are unable to find you Tax Losses in excess of $5,000 p.a., we will refund all the fees we have collected for that year.
  • We store your data using bank-level security.

  • We only store information is relevant to identifying tax harvesting harvesting opportunities in your portfolio and to notify you about them.

  • We do not share or sell your data with anyone else.

  • Feel free to connect with any further questions about our privacy policy once you sign up.