Investment Management

Invest Smarter with Tax Optimization

Automated portfolio tracking, tax-loss harvesting, and investment reporting. Maximize returns while minimizing tax liability.

Complete Investment Platform

Everything you need to manage investments and optimize taxes

Portfolio Tracking

Real-time portfolio monitoring with performance analytics and asset allocation insights

Tax-Loss Harvesting

Automated tax-loss harvesting to offset gains and reduce your tax burden

Investment Reports

Comprehensive reports for tax filing including capital gains and dividend income

Multi-Account Support

Manage multiple investment accounts and portfolios from one dashboard

Cost Basis Tracking

Automatic cost basis calculation with FIFO, LIFO, and specific lot methods

Integration Ready

Connect with major brokerages and automatically sync investment transactions

Automated Tax Optimization

Intelligent algorithms identify tax-saving opportunities in real-time

Performance Analytics

Track ROI, volatility, and risk-adjusted returns across all portfolios

Dividend Tracking

Automatic recording of dividends with qualified vs. ordinary classification

Capital Gains Reports

Detailed short-term and long-term capital gains for accurate tax filing

Multi-Asset Classes

Support for stocks, bonds, ETFs, mutual funds, options, and crypto

Rebalancing Tools

Maintain target allocations with automated rebalancing suggestions

Wash Sale Detection

Automatic identification and adjustment for wash sale rules

API Access

Full API for custom integrations and automated workflows

Join thousands of investors using Taxu to maximize returns and minimize taxes.