Connect Fidelity, Schwab, Robinhood, and more in seconds. Our engine finds tax-saving opportunities across all your accounts while you sleep. Keep your money exactly where it is.
Brokers are optimized for trading volume, not your tax bill. Most DIY investors miss critical harvesting windows or accidentally trigger wash sales by checking their portfolios too late.
Get institutional-grade strategy without the institutional fees or the need to switch custodians.
Link your Fidelity, Schwab, and Robinhood accounts via Plaid in under 60 seconds. We get a read-only view of your holdings.
Our engine scans your portfolios every market hour, cross-referencing wash-sale rules across ALL linked accounts simultaneously.
When an opportunity arises, review the trade and execute it across your brokerages directly through ClearTax. You stay in the loop.
Trust is our most important feature. We've built ClearTax with a "Safety First" architecture.
We never hold your funds. Your capital stays in your own brokerage accounts, protected by SIPC insurance just as it's always been.
Our engine prevents wash sales across multiple accounts and IRAs by tracking purchases across your entire financial footprint.
Join 500+ investors in our private beta. Lock in founder pricing ($20/mo) before we go public.
No credit card required. Beta invites sent weekly.