Keep More of Your Gains with AI-Driven, Tax-Optimized Investing

alphaAI’s Tax-Aware Long-Short (TALS) strategy uses AI to continually harvest losses and defer gains — helping you minimize taxes and grow your wealth more efficiently.

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Fiduciary

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Taxes Eat Into Your Returns

Every investor knows the frustration of seeing strong portfolio gains:

Give a big chunk back to capital gains taxes.

Even with traditional tax-loss harvesting, most investors only capture small, occasional losses.

The result? Missed opportunities to keep more of what you earn.

The Solution: Tax-Aware Long-Short (TALS)

TALS is a breakthrough strategy that makes your portfolio tax-smart from the ground up.It works by maintaining both long and short positions in ETFs, allowing the system to continually realize losses on one side while letting the other grow.

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Fund manager on autopilot

AI Monitors Market Movements 24/7

The system tracks price shifts, volatility, and correlations across ETFs in real time.

Automatically Adjusts Long and Short Exposure

When markets move, the AI rebalances — realizing losses where possible and deferring gains where it matters.

Keeps Your Portfolio Tax-Efficient All Year

Instead of reacting once a year at tax time, alphaAI optimizes continuously to help you keep more of your returns.

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Why It Outperforms Basic Tax-Loss Harvesting

Traditional robo-advisors stop at surface-level optimization.alphaAI’s system goes deeper; integrating tax intelligence into the core of every trade.

Feature
alphaAI TALS
Typical Robo-Advisor
Harvest Frequency
Continuous (real-time AI monitoring)
Periodic (monthly/quarterly)
Assets Used
Long/short ETFs
Individual stocks
Loss Generation
10× greater potential
Limited
Exposure Control
Dynamic risk-managed
Passive
Tax Impact
Maximized deferral and loss harvesting
Moderate
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Disclosures
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Research by Sosner et al. (2022) demonstrated that the average cumulative net capital losses of direct indexing strategies rarely exceed 30% of the initial investment, even with optimization and capital inflows. Multiple studies have quantified the performance and tax benefits of tax-aware long-short relative to direct indexing. Liberman et al. (2023) conducted a series of historical simulations comparing the two strategies under identical benchmark, turnover, and rebalancing constraints. They found that tax-aware long-short strategies can achieve cumulative net capital losses exceeding 100% of the initial capital within three years. This far exceeds the plateau of direct indexing.

Your money is secure.

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Frequently Asked Questions
You own your account and all of your assets.

At alphaAI Capital, when you create an account with us, your assets are held at our brokerage partner, Alpaca Securities LLC, under your name. You are the sole owner of your account and all its assets. This means that in the unlikely event that something happens to alphaAI Capital, you will still own and be able to access and control your account at Alpaca.

Your assets are insured.

Alpaca Securities LLC, our brokerage partner, is a member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Note that this does not cover ordinary loss from market fluctuation. An explanatory brochure is available upon request via telephone at (202) 371-8300 or at www.sipc.org.

We are a fiduciary.

This means we are legally obligated to put our clients’ interests ahead of our own. But aside from the legal jargon, alphaAI Capital was founded on our mission to democratize sophisticated investment strategies. Our clients are at the heart of everything we do.

Our clients work at top companies like:

Hear It From Them

Join thousands of others who are growing their wealth with alphaAI Capital.

Disclaimer
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Testimonials are from alphaAI clients. Clients were not paid for their testimonials. Each testimonial reflects the individual experience of the clients depicted. They are not intended to represent any other client’s experience. The client testimonials represent their opinions at the time given. Logos represent companies that alphaAI clients work at. Logos should not be construed as these companies' endorsement or partnership of alphaAI. The content provided should not be construed as investment or financial advice, tax or legal advice, an offer, solicitation of an offer, or advice to buy or sell securities or other products offered by alphaAI or any third party. All investments involve risk.

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“[Buy-and-hold] is attractive in hindsight in one of the best bull [markets] we’ve had, but it's hard to stomach for me right now when we are near all-time highs. [alphaAI Capital] overcomes that concern for me.”
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"I've been really impressed with the platform's ability to avoid losses when there has been some significant volatility."
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