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That’s why I built ProfiTree—your intelligent investing buddy that helps you lower your tax bill, avoid wash sales, and make smarter portfolio decisions.
Frequent trader? → We flag potential wash sales before they cost you.
Long-term investor? → We highlight loss-harvesting and long-term gains opportunities you may be missing.
ETF investor? → Even passive portfolios can unlock tax savings when losses are surfaced right.
Year-end scrambler? → ProfiTree tracks harvest opportunities all year, so you don’t have to.
Now with AI: → Get real-time insights into risk level, overvaluation risk, exposure to AI trends, and even DCF valuation on your portfolio holdings.
This started out as a weekend project to fix my own tax headaches. Today, it connects to your brokerage, analyzes your tax posture, and gives you actionable insights—all without needing a CPA or spreadsheet wizardry.
We’re soft launching today, and I’d love your feedback: https://www.profitree-tax.com
If you manage your own portfolio, I think you’ll find it surprisingly helpful.
