Strategic loss harvesting for crypto portfolios — identifying, timing, and executing trades that reduce your tax bill without sacrificing your long-term position.
Market dips create real harvesting opportunities, but most holders watch their portfolios drop without realizing those unrealized losses can offset taxable gains dollar for dollar.
Selling at a loss and rebuying the same asset too quickly can disallow the deduction under evolving IRS guidance. Without proper tracking, you create risk instead of savings.
The best harvesting opportunities are fleeting. Without continuous monitoring, by the time you notice a dip worth harvesting, the window has already closed.
$87,400 saved over 5 years on a $1M crypto portfolio
Illustrative model assuming annual rebalancing with continuous harvest monitoring.
Identify unrealized losses across all positions and exchanges. We map every holding to its current cost basis, holding period, and loss potential to build a complete harvesting roadmap.
Execute harvests at optimal timing while maintaining market exposure. We sell depreciated positions and reinvest in correlated assets to preserve your portfolio allocation without triggering wash sale issues.
Apply harvested losses against gains and carry forward excess. Every harvest is documented, reconciled against your realized gains, and integrated into your annual return for maximum tax impact.
Complete analysis of unrealized losses across every position, exchange, and wallet.
Continuous tracking of loss thresholds so harvesting windows are never missed.
Automated monitoring of repurchase timing to ensure every deduction withstands scrutiny.
Step-by-step trade instructions with target prices, replacement assets, and timing guidance.
Multi-year tracking of unused losses and their application against future gains.
Detailed breakdown of harvested losses, realized savings, and remaining opportunities each quarter.
Full reconciliation of all harvesting activity and its effect on your annual tax liability.