Tax Optimization Suite
Tax-loss harvesting, gain/loss optimization, and compliance reporting
Feature #59
Potential Tax Savings
$1,880
Available to harvest
Unrealized Losses
-$5,800
Across all positions
YTD Net Gains
$35,700
2024 taxable gains
Estimated Tax
$12,495
2024 liability
Tax-Loss Harvesting Opportunities
Positions with unrealized losses available for tax optimization
SOL/USDC
Holding period: 45 days
$875 savings
Current Value
$12,500
Cost Basis
$15,000
Unrealized Loss
$-2,500
💡 High-priority harvest - significant short-term loss
BONK/SOL
Holding period: 120 days
$630 savings
Current Value
$8,200
Cost Basis
$10,000
Unrealized Loss
$-1,800
💡 Consider harvesting for tax savings
RAY/USDC
Holding period: 280 days
$375 savings
Current Value
$18,500
Cost Basis
$20,000
Unrealized Loss
$-1,500
💡 Long-term loss - lower tax rate applies
Total Potential Savings$1,880