ETF and Stock correlator

Find similar assets for tax-loss harvesting

3 followers

Find similar assets for tax-loss harvesting

3 followers

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A free tool to help find similar assets for tax-loss harvesting for DIY investors.

Launch tags:Fintech•Investing

Launch Team

I just learned about this and still learning, but curious. I lost 2k by playing the earnings game with Home Depot. Why would I not be recommended Lowes ?

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7yr ago

NeighborPledge

Maker

@edisonjoao6871 The tool only looks at price data and performance to find correlations. It doesn't look for "similar companies". Also, TLH doesn't work great with stocks - it's mostly used with ETFs.

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7yr ago

@aloukissas gotcha totally understand, when is your product not going to be invite only?

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7yr ago

NeighborPledge

Maker

@edisonjoao6871 The current version of the product is invite-only and has an account minimum of $100K. You can always request an invite via email (hello@agentrisk.com). We will release a "lite" version of the product in early 2020 - stay tuned!

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7yr ago

@agentrisk @aloukissas okay no worries, I got 100k.

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7yr ago

NeighborPledge

Maker

@edisonjoao6871 cool - send us an email at hello at agentrisk dot com and we'll pick it up there :)

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7yr ago

NeighborPledge

Maker

Hi Product Hunt community! We know that doing tax loss harvesting on your own can be easy as long as you can find similar assets. That last part can be tricky and can require significant research, especially if you are a DIY investor. This is why we wanted to give this free tool to make it easier to do tax-loss harvesting. We hope you find it useful and welcome your feedback.

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7yr ago

Netflix Categories

@aloukissas This looks awesome! Thanks!

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7yr ago

NeighborPledge

Maker

@adeekshith Thanks a bunch! Hope you found it useful.

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7yr ago

NeighborPledge

Maker

Hey everyone! We got a ton of good feedback (and high-fives!) about this tool, so we'd like to improve it. In the next version (coming soon), we will be adding support for tracking holdings in your own portfolio and we'll alert you whenever there is an opportunity for tax-loss harvesting.

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6yr ago

NeighborPledge

Maker

Hey everyone! I'm happy to share that we have a new tool for all you DIY investors coming up soon. Just posted on "Upcoming". Subscribe here: https://www.producthunt.com/upco...

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6yr ago

I just learned about tax loss harvesting and I LOVE THIS.

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7yr ago

NeighborPledge

Maker

@edisonjoao6871 Thanks for the kind words :)

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7yr ago