Stop leaving money on the table. Fortress AI continuously scans your crypto and stock portfolio for tax-loss harvesting opportunities and alerts you before the window closes.
How It Works
Link your Coinbase, Binance, or brokerage accounts. We scan all positions for unrealized losses.
Fortress AI continuously monitors your portfolio for assets trading below your cost basis that could be harvested.
Receive alerts when harvesting opportunities exceed your threshold. See estimated tax savings before you act.
Export IRS Form 8949 and Schedule D reports. Supports FIFO, LIFO, and specific identification methods.
Benefits
Harvest losses to offset realized gains, reducing your tax bill by up to $3,000/year in net losses.
Fortress tracks wash sale windows automatically and warns you before you accidentally disqualify a harvest.
Our AI factors in market conditions, your portfolio balance, and tax brackets to suggest optimal harvest timing.
Generate IRS-ready tax reports with a single click. Compatible with TurboTax, H&R Block, and CPAs.
FAQ
Tax-loss harvesting is the practice of selling investments at a loss to offset capital gains taxes. The sold assets can be replaced with similar investments to maintain your portfolio allocation while capturing the tax benefit.
Yes. Crypto is treated as property by the IRS, making it eligible for tax-loss harvesting. Importantly, the wash sale rule currently does not apply to crypto (though legislation is pending), giving crypto investors more flexibility.
Savings depend on your portfolio size, tax bracket, and market conditions. You can deduct up to $3,000 in net capital losses per year, and carry forward additional losses to future years.
No. Fortress identifies opportunities and generates reports, but never executes trades. We use read-only API connections and cannot move your funds.
Absolutely. Tax-loss harvesting is a well-established, IRS-approved tax strategy used by individuals and institutions alike. Fortress helps you track and document everything properly.