Tax & Wash Sale Engine
Track wash sales across accounts and estimate quarterly taxes for active trading activity.
Status: In progressPythonTax logicTrading dataMulti-account reconciliationForecasting
Problem
Active trading creates a messy tax footprint. Wash sales are hard to track across accounts, especially with repeated entries and exits. Quarterly tax estimates are often guesswork, which leads to surprises at filing time.
Solution
A system that tracks realized activity, identifies wash sales across accounts, and estimates tax liability in real time. Instead of reacting at year end, it gives a running view of where you stand.
What I built
- Wash sale detection across multiple brokerage accounts and overlapping positions.
- Estimated quarterly tax planning based on realized gains, losses, and trading activity.
- Built to reduce surprises and make active trader tax tracking more usable year round.
Next
Support for direct brokerage imports and automated trade reconciliation. More precise tax modeling (short vs long-term splits, carryforwards, scenario planning). Simple outputs (dashboards/reports) that make it easier to act on the numbers.