The Problem
Challenges day traders face with their finances
- You've probably burned hours reconciling trades in spreadsheets that fall apart after 50+ trades a day
- Most portfolio trackers can't keep up with live prices, so your intraday P&L numbers are basically fiction
- Tracking wash sale rules across multiple brokerages by hand? Good luck with that
- Tax season means digging through thousands of trades scattered across platforms
- Flipping between brokerage apps to check positions eats into your actual trading time
How Clarity Helps
Specific solutions for day traders
Problem: Manual reconciliation across brokerages
Every major brokerage syncs automatically via Plaid. All your positions, all your trades, one dashboard, updated in real time. No more copy-pasting.
Problem: Unreliable intraday P&L
Live price feeds refresh in under a minute. Your unrealized P&L reflects what's actually happening in the market, not quotes from 15 minutes ago.
Problem: Wash sale tracking across accounts
Clarity automatically checks wash sale rules across all your connected accounts and flags disallowed losses before you file. One less thing to worry about.
Problem: Tax season chaos
FIFO cost basis is calculated on every lot automatically. Export Schedule D-ready reports or hand your CPA a clean CSV and call it a day.
Key Features
Multi-Brokerage Sync
Connect TD Ameritrade, Schwab, Fidelity, Interactive Brokers, and 12,000+ institutions in minutes.
FIFO Cost Basis Engine
Handles thousands of trades with automatic lot matching and wash sale adjustments baked right in.
Real-Time P&L
Your unrealized gains across all accounts, powered by live market data. Not delayed quotes.
Tax Report Export
Schedule D, 8949, and summary reports ready to go. Download as PDF or CSV for your accountant.
Trade Analytics
See your trading patterns laid out clearly — win rate, average hold time, sector exposure.
AI Assistant
Just ask things like "What's my realized P&L on NVDA this quarter?" and get a straight answer.
Real-World Use Cases
Pull positions from 3+ brokerage accounts into a single real-time dashboard
Run wash sale checks before year-end so you can fine-tune your tax-loss harvesting
Generate 8949 forms for 5,000+ trades without touching a spreadsheet
Keep an eye on intraday sector exposure to stay within your risk limits
Best entry points in Clarity
Start with the surfaces that best match this use case, then connect them back to your actual accounts, holdings, and planning decisions.
Best-fit workflows
Start with these tools
“I used to spend 10 hours a week reconciling trades between Schwab and IBKR. Now Clarity does it in seconds. Tax season went from a month of dread to a one-click export.”
Marcus T.
Full-time equities day trader
Frequently Asked Questions
Can Clarity handle thousands of trades per month?
Absolutely. The cost basis engine handles unlimited transactions with FIFO lot matching. Plenty of users with 10,000+ annual trades rely on it daily.
Does Clarity detect wash sales across different brokerages?
It does. Clarity checks wash sale rules across all your connected accounts, not just one brokerage. It flags substantially identical securities within the 30-day window.
Which brokerages can I connect?
Over 12,000 institutions through Plaid, including TD Ameritrade, Schwab, Fidelity, Interactive Brokers, E*TRADE, Robinhood, and Webull.
Can I export tax forms directly?
Yep. Clarity generates IRS-ready Schedule D and Form 8949 reports. You can also export raw data as CSV for your CPA or tax software.
Is there an API for automated trading workflows?
Clarity is a tracking and analytics platform, not a trading platform. It syncs your positions automatically but doesn't execute trades.