Challenges tax-conscious investors face with their finances
Specific solutions for tax-conscious investors
Problem: Fragmented cost basis
Unified FIFO cost basis engine tracks every lot across all connected brokerages and crypto exchanges. One source of truth for all your tax lots.
Problem: Unknowing wash sale violations
Cross-account wash sale detection checks substantially identical securities across all accounts within the 30-day window.
Problem: Invisible harvesting opportunities
See unrealized gains and losses across all accounts. Identify positions with harvestable losses before year end.
Problem: Year-end tax surprises
Track realized gains throughout the year. Know your estimated tax liability in real time, not just at 1099 time.
Automatic lot matching across stocks, ETFs, crypto, and options. Covers every trade.
Cross-account detection of wash sales with automatic basis adjustment.
Schedule D, Form 8949, and detailed transaction reports as PDF or CSV.
See tax lots across taxable, tax-deferred, and tax-free accounts in one view.
Identify $15K in harvestable losses across 3 brokerage accounts before December
Check for wash sale violations before selling a stock you also hold in your IRA
Track year-to-date realized gains to estimate quarterly tax payments
Generate Form 8949 covering 800 trades across brokerages and crypto exchanges
“I was paying taxes on gains I could have harvested losses against. Clarity showed me $22K in harvestable losses across my accounts. That's real money saved.”
Nathan P.
Active investor and tax optimizer
No. Clarity is a tracking tool, not a robo-advisor. It shows you where harvestable losses exist so you can make informed decisions and execute trades through your brokerage.
Clarity checks all connected accounts for purchases of substantially identical securities within 30 days before or after a sale. Wash sales are flagged and cost basis is adjusted.
Yes. Crypto trades across exchanges and wallets get the same FIFO cost basis and wash sale treatment as traditional securities.
Clarity generates the data and reports (8949, Schedule D) that feed into tax software or go to your CPA. It complements TurboTax or H&R Block rather than replacing them.