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Tax-Lot Portfolio Tracker — SaaS Idea | SaaSIdea Pro

FintechInvestingPortfolio Tracking

Tax-Lot Portfolio Tracker

Realized and unrealized gain breakdown per tax lot for self-directed investors

IndustryFintech

CompetitionMedium

DifficultyMedium

Pricing Modelsubscription

FinanceAnalyticsB2C

The Problem

Self-directed investors have no easy way to see their tax exposure per position before selling, leading to surprise tax bills at year-end

Why It Works

“Recurring complaint in investing forums about the lack of affordable tax-lot tracking tools outside of full-suite tax software costing hundreds per year”

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