Tax-Loss Harvesting Excel Template

Master Tax-Loss Harvesting with Professional Optimization Tools

Tax-loss harvesting is a crucial strategy for maximizing after-tax returns and enhancing portfolio efficiency through systematic tax optimization. Our Tax-Loss Harvesting template provides comprehensive tools to implement loss harvesting strategies, maintain wash sale compliance, and optimize tax efficiency with institutional-quality frameworks for investment management.

From loss identification to tax optimization, enhance after-tax returns. Built for portfolio managers, tax advisors, and wealth managers, this template helps you implement systematic tax-loss harvesting, maintain compliance, and optimize tax-efficient investment strategies.

Comprehensive Tax-Loss Harvesting Framework

Loss Identification & Prioritization

Identify harvesting opportunities with loss screening, tax-lot analysis, and prioritization algorithms. Optimize loss realization timing and magnitude for maximum tax benefits.

Wash Sale Rule Compliance

Ensure wash sale compliance with 30-day monitoring, substantially identical securities tracking, and automated compliance checks. Prevent wash sale violations and maintain harvesting benefits.

Replacement Security Selection

Select replacement securities with correlation analysis, tracking error assessment, and sector/factor matching. Maintain portfolio exposure while avoiding wash sale violations.

Tax-Aware Rebalancing

Implement tax-aware rebalancing with after-tax optimization, tax-cost analysis, and efficient frontier construction. Balance tax efficiency with portfolio objectives.

Tax Optimization & Performance Analysis

Tax Alpha Generation

Generate tax alpha with systematic loss harvesting, gain deferral strategies, and tax-efficient trading. Measure tax alpha and after-tax performance enhancement.

Loss Carryforward Management

Manage loss carryforwards with utilization tracking, expiration monitoring, and optimization strategies. Maximize the value of accumulated tax losses.

Asset Location Optimization

Optimize asset location with tax-efficient account placement, tax-loss harvesting coordination, and multi-account tax optimization. Enhance overall tax efficiency.

Performance Attribution

Analyze performance attribution with tax impact decomposition, before/after-tax returns, and tax efficiency metrics. Measure the value of tax-loss harvesting strategies.