Show HN: ProfiTree – Your AI-powered, tax-aware investing assistant

3 shah_akshat 0 5/27/2025, 4:13:48 PM profitree-tax.com ↗
Investing is hard. Doing it tax-smart is harder.

That’s why I built ProfiTree—your intelligent investing buddy that helps you lower your tax bill, avoid wash sales, and make smarter portfolio decisions.

Frequent trader? → We flag potential wash sales before they cost you.

Long-term investor? → We highlight loss-harvesting and long-term gains opportunities you may be missing.

ETF investor? → Even passive portfolios can unlock tax savings when losses are surfaced right.

Year-end scrambler? → ProfiTree tracks harvest opportunities all year, so you don’t have to.

Now with AI: → Get real-time insights into risk level, overvaluation risk, exposure to AI trends, and even DCF valuation on your portfolio holdings.

This started out as a weekend project to fix my own tax headaches. Today, it connects to your brokerage, analyzes your tax posture, and gives you actionable insights—all without needing a CPA or spreadsheet wizardry.

We’re soft launching today, and I’d love your feedback: https://www.profitree-tax.com

If you manage your own portfolio, I think you’ll find it surprisingly helpful.

Comments (0)

No comments yet