[tmendez]

Does it rebalance daily? Wouldn't you pay short term cap gains if it does?

Or is the strategy to buy an index, then only sell losers after an amount of time?

[jjmaxwell4]

We optimize (look at the account) daily but only trade if the portfolio meaningfully improves.

We take into account tax rates while optimizing your account. You can also chose to put your strategy in Buy & Hold which will never sell anything thus never realize any cap gains.