Grow Wealth.
Harvest Losses.
Pay Less in Taxes.
Up to 10x more tax losses than Direct Indexing.
SIPC Member
SEC Registered
128-Bit+ Encryption
Fiduciary
Disclosures
Direct Indexing Is Yesterday’s Strategy. Discover What’s Next.
Smarter tax alpha. Better performance. Lower barriers.
Tax-Aware Long/Short (TALS)
vs. Direct Indexing (DI)
vs. Direct Indexing (DI)
Tax-Aware Long/Short
Why alphaAI’s TALS is Better
Direct Indexing
Why Direct Indexing Falls Short
Loss Harvesting
Up to 10x or more losses than DI
Losses typically cap out at 30% of principal over 8 years
Tax Alpha Consistency
Consistent, year after year
Significantly diminishes over time
Asset Type
ETFs (Flexible)
Individual Stocks (Restrictive)
Portfolio Interference
Minimal
Interferes with broader holdings
Performance
Aims to beat a benchmark
Passively track a benchmark
Minimum Account Size
Get started with as little as $100
$100,000+ minimum
How Tax-Aware Long/Short Works
Consistent Tax Alpha. Fully Automated.
Stage 1
Long/short portfolio construction.
Stage 2
Adjust short exposure to generate pre-tax alpha.
Stage 3
Losses are continually generated by shorts.
Stage 4
Harvest losses annually.
Stage 5
Losses used to offset capital gains or carried forward.
Offset Taxes From Real-World Events
Selling stocks
Use harvested losses to offset realized capital gains.
Selling a business
Generate losses over multiple years to reduce capital gains from a future sale.
Real estate exits
Reduce taxes paid on real estate sales, which are taxed as capital gains.
Annual tax alpha
In years without capital gains, tax losses can be carried forward indefinitely.