TaxLotPilot

TaxLotPilot is a web + mobile companion that helps self-directed investors avoid accidental tax mistakes by modeling the tax impact of trades before they place them. It connects read-only to your brokerage (or imports CSVs) and continuously builds a clean, auditable lot ledger across accounts, including wash-sale risk flags, cost-basis mismatches, and “what-if” sale simulations (FIFO/LIFO/specific ID where supported). The app focuses on clarity: it shows estimated short vs long-term gains, potential wash-sale windows, and a simple checklist of actions to reduce surprises. It’s not a trading app and doesn’t give investment advice; it’s a decision-support layer that most broker UIs still handle poorly, especially across multiple brokers and taxable + IRA accounts. Export-ready reports help you or your CPA reconcile quickly at tax time.