The Problem
Challenges forex traders face with their finances
- Your forex P&L lives in its own world, completely separate from stocks, crypto, and everything else
- Section 988 vs. Section 1256 tax treatment adds a layer of complexity that most tools ignore
- Multiple currency pairs across brokers make it hard to see your net exposure at a glance
- How much of your total portfolio is in forex vs. other asset classes? You probably don't know exactly
- Consolidating realized and unrealized P&L across currency pairs by hand gets old fast
How Clarity Helps
Specific solutions for forex traders
Problem: Isolated forex performance
Connect your forex brokerage alongside stock, crypto, and bank accounts. See unified P&L across every asset class in one place.
Problem: Complex tax treatment
Transaction-level cost basis tracking with full export capability. Hand your CPA clean, complete trade records.
Problem: Unclear asset allocation
Portfolio analytics show your forex exposure as a percentage of your total portfolio, right alongside stocks, crypto, and cash.
Problem: Manual P&L consolidation
Realized and unrealized P&L across all connected accounts and asset classes — one view, no spreadsheet needed.
Key Features
Multi-Asset Dashboard
Forex, stocks, crypto, and bank accounts — one consolidated portfolio view.
Cost Basis Tracking
FIFO lot matching on forex trades with full transaction history.
P&L Analytics
Realized and unrealized gains across all your positions and accounts.
Export for Tax Prep
Clean CSV exports of all forex transactions, ready for CPA review and tax filing.
Real-World Use Cases
See forex positions next to your stock portfolio, crypto holdings, and savings accounts
Track total realized P&L across EUR/USD, GBP/USD, and other pairs for the tax year
Know exactly what percentage of your total portfolio is allocated to forex
Export complete trade history for Section 988 or Section 1256 tax reporting
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 trade forex and hold stocks and crypto. Clarity is the first tracker that shows me everything together — my actual total portfolio, not just one slice of it. That's what I needed.”
Omar H.
Forex and multi-asset trader
Frequently Asked Questions
Does Clarity connect to forex brokerages?
Clarity connects to financial institutions through Plaid. If your forex brokerage supports Plaid, positions and trades sync automatically.
How does Clarity handle forex tax reporting?
All trades are tracked with cost basis, and you get clean exports. Talk to your CPA about whether Section 988 or Section 1256 applies to your situation.
Can I track multiple currency pairs?
Yes. All positions synced from your connected brokerages are tracked, including multiple currency pairs with individual P&L.
Does Clarity support international accounts?
Plaid integration primarily supports US and Canadian institutions. International brokerage support depends on Plaid coverage in your region.