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by zylepe
1605 days ago
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I have a google sheet where I keep track of each fund I’ve bought and sold. From there I added a column with gain/loss for each tax lot with remaining shares, and a script that runs once a day to email me if there’s an opportunity for tax loss harvesting. It works pretty well. I like the idea of rebalance opportunity notifications, but it’s harder to get retirement funds into a google sheet with all the automatic contributions that happen… |
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