Finantrix
WealthSynth/Tax-Loss Harvesting Simulator
Tier 1Most Popular

Tax-Loss Harvesting Simulator

806 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 806 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

806 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
$4,500
One-time license
806 synthetic households
Annual refresh: $1,200/yr
Tier 1 package
Minimal deviation from base corpus
Included in Download
JSON
Executive Brief PDF
25 free sample households included
Talk to Sales

Enterprise licensing and custom corpus options available. Contact us for volume pricing.

Minimal Deviation from Base Corpus

Directly derived from the base corpus with minimal re-tagging. Available immediately.

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About WealthSynth

WealthSynth is Finantrix's catalog of synthetic household datasets — privacy-safe test data for wealth-management, compliance, and RegTech teams, built from a documented base corpus across 31 tiered packages.

Browse all WealthSynth packages →
Good to Know
Bundle B02 · rank #2 of 31
JSON format
25 free sample households before you buy
Includes an executive brief PDF
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