Direct Indexing & Tax-Loss Harvesting Alpha Solver
Underwrite harvesting loss-generating individual equities while maintaining benchmark index tracking, generating massive capital gain offsets for high-income earners.
Taxable Portfolio & Capital Gains
Annual Tax Savings & 10-Yr Alpha
Annual Realized Losses Harvested
$12,375 Harvested Losses / yr
Direct Annual Capital Gains Taxes Slashed
+$3,465 / yr Cash Saved
10-Year Compounded After-Tax Wealth Alpha
+$53,514 Extra Wealth