Tax-Efficient Portfolio Rebalancing

Harvest loss/gain optimization to maximize after-tax returns through strategic portfolio management.

This annual implementation includes:

• Tax lot selection algorithm
• Wash sale avoidance
• Asset location optimization
• Annual rebalancing calendar

Visualize 3 tax strategies:

1. Tax lot optimizer selecting $87K long-term gain harvest opportunities, 4K
2. Asset location matrix repositioning bonds to tax-deferred, equities to taxable
3. Annual rebalancing calendar blocking 15% drift threshold execution dates