ProfiTree

The product is a fintech SaaS platform for automated tax-loss harvesting that helps investors reduce capital gains taxes, avoid wash sales, and maximize after-tax returns while retaining control of their investment strategy. It sells to DIY and everyday individual investors managing their own stock market portfolios across stocks, bonds, options, dividends and interest. Positioned against traditional advisors and robo-advisors, it offers complete investor control with no AUM fees, no automated trades and no fund affiliations, charging only a performance fee based on actual tax savings.

Key features

• Automated tax-loss harvesting
• Wash sale avoidance alerts
• Tax impact insights before trading
• Personalized tax savings alerts
• Tax-smart reinvestment recommendations
• Portfolio bird's-eye view
• Supports stocks, bonds, options
• Tracks dividends and interest
• Secure brokerage connections via API
• OAuth encrypted connections
• No credentials stored