Challenges day traders face with their finances
Specific solutions for day traders
Problem: Manual reconciliation across brokerages
Automatic sync from every major brokerage via Plaid — all positions, all trades, one dashboard updated in real time.
Problem: Unreliable intraday P&L
Live price feeds with sub-minute refresh so your unrealized P&L reflects actual market conditions, not stale quotes.
Problem: Wash sale tracking across accounts
Automated wash sale detection across all connected accounts — Clarity flags disallowed losses before you file.
Problem: Tax season chaos
FIFO cost basis calculated automatically on every lot. Export Schedule D-ready reports or hand your CPA a clean CSV.
Connect TD Ameritrade, Schwab, Fidelity, Interactive Brokers, and 12,000+ institutions.
Automatic lot matching on thousands of trades with wash sale adjustments built in.
See unrealized gains across all accounts with live market data, not delayed quotes.
Generate Schedule D, 8949, and summary reports. Export as PDF or CSV for your accountant.
Visualize your trading patterns — win rate, average hold time, and sector exposure.
Ask questions like "What's my realized P&L on NVDA this quarter?" in plain English.
Consolidate positions from 3+ brokerage accounts into a single real-time dashboard
Run wash sale checks before year-end to optimize tax-loss harvesting strategy
Generate 8949 forms covering 5,000+ trades without manual data entry
Monitor intraday sector exposure to stay within risk limits
“I was spending 10 hours a week reconciling trades across Schwab and IBKR. 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
Yes. Clarity's cost basis engine processes unlimited transactions with FIFO lot matching. Users with 10,000+ annual trades use Clarity daily.
Clarity checks wash sale rules across all connected accounts, not just within a single brokerage. It flags substantially identical securities within the 30-day window.
Clarity connects to 12,000+ institutions through Plaid, including TD Ameritrade, Schwab, Fidelity, Interactive Brokers, E*TRADE, Robinhood, and Webull.
Yes. Clarity generates IRS-ready Schedule D and Form 8949 reports. You can also export raw data as CSV for your CPA or tax software.
Clarity is a tracking and analytics platform, not a trading platform. It syncs your positions automatically but does not execute trades.