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Clarity

All your money, one clear view

© 2026 Clarity

Forex Traders

Forex Portfolio Tracker

Track forex positions alongside your broader portfolio. Multi-currency support, cost basis tracking, and unified P&L across all asset classes.

The Problem

Challenges forex traders face with their finances

  • Forex P&L is isolated from stock, crypto, and other investment performance — no holistic view
  • Section 988 vs. Section 1256 tax treatment on forex gains adds complexity to tax reporting
  • Multiple currency pairs across brokers make it hard to see net exposure
  • Total portfolio allocation to forex vs. other asset classes is unclear
  • Realized and unrealized P&L across currency pairs requires manual consolidation

How Clarity Helps

Specific solutions for forex traders

Multi-Asset Dashboard

Problem: Isolated forex performance

Connect your forex brokerage alongside stock, crypto, and bank accounts. See unified P&L across every asset class.

Cost Basis & Export

Problem: Complex tax treatment

Transaction-level cost basis tracking with full export capability. Provide your CPA with clean, complete trade records.

Allocation View

Problem: Unclear asset allocation

Portfolio analytics show forex exposure as a percentage of your total portfolio alongside stocks, crypto, and cash.

Unified P&L

Problem: Manual P&L consolidation

Realized and unrealized P&L across all connected accounts and asset classes in one view.

Key Features

Multi-Asset Dashboard

Forex, stocks, crypto, and bank accounts in 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 positions and accounts.

Export for Tax Prep

Clean CSV exports of all forex transactions for CPA review and tax filing.

Real-World Use Cases

1

See forex positions alongside stock portfolio, crypto holdings, and savings accounts

2

Track total realized P&L across EUR/USD, GBP/USD, and other pairs for the tax year

3

Monitor forex allocation as a percentage of total investment portfolio

4

Export complete trade history for Section 988 or Section 1256 tax reporting

“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.”

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 integration, positions and trades sync automatically.

How does Clarity handle forex tax reporting?

Clarity tracks all trades with cost basis and provides clean exports. Consult your CPA on whether Section 988 or Section 1256 treatment applies to your situation.

Can I track multiple currency pairs?

Yes. All positions synced from your connected brokerage accounts are tracked, including multiple currency pairs with individual P&L.

Does Clarity support international accounts?

Clarity's Plaid integration primarily supports US and Canadian institutions. International brokerage support depends on Plaid coverage in your region.

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