Tier 1Most Popular
Tax-Loss Harvesting Simulator
1,000 households with full tax lot history for TLH algorithm validation.
Overview
Tax-loss harvesting algorithms are only as good as the edge cases they have been tested against. This dataset provides 1,000 synthetic households with complete tax lot histories spanning 5–20 years, unrealized gain/loss positions across asset classes, wash-sale rule scenarios, and multi-account coordination complexity. Designed for direct indexing platforms, robo-advisors, and tax optimization software vendors who need to validate their algorithms without touching real client portfolios.
What's Inside
1,000 households with 5–20 year tax lot histories
Unrealized gain/loss positions across equities, ETFs, and fixed income
Wash-sale rule violation scenarios and resolution paths
Multi-account coordination cases (taxable + IRA + 401k)
High-income households with AMT exposure
Annual rebalancing event sequences with tax impact calculations
Use Cases
TLH algorithm validation and stress testing
Direct indexing platform QA
Tax optimization feature development
Client presentation scenario generation
Ideal Buyers
Direct indexing platformsRobo-advisorsTax optimization software vendorsWealth management technology firms
Example firms: Parametric, Aperio, Betterment, Wealthfront, Orion Portfolio Solutions
Tags
TaxTLHDirect IndexingRobo-AdvisorPortfolio Management
Minimal Deviation from Base Corpus
Directly derived from the base corpus with minimal re-tagging. Available immediately.
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