Below is Part 3 in my series of ideas in the world of fintech.
Part 1 – Public Alts newsletter
3. Tax Harvesting. Setup a simple site that pulls portfolio info from ByAllAccounts or similar and emails you when to rebalance the portfolio based on tax implications. The academic research shows that it can add about 1-2% per year post tax returns. My buddy Richard Smith runs a similar site called Trading Stops, and I know Welathfront has added this feature (but have not seen it). Shocked there isn’t anything here. Here is a paper on the subject and there are a ton of posts in the archives.