After-tax portfolio software · US, UK & UAE
Know what you keep.
Before you sell.
TradingKite connects your holdings, tax exposure, wash-sale risk, and filing records so an NRI or expat can compare the after-tax outcome before acting.
No broker required · Educational estimates · Verify tax treatment before filing
Computed decision example
Sell now or wait?
Tax input
25% hypothetical
After-tax gain
$4,500
$1,500 illustrative tax
Tax input
15% hypothetical
After-tax gain
$5,100
$600 more retained
One after-tax workflow
Track. Decide. Export.
The same three pillars used across TradingKite’s product and plan structure.
Track
Bring US, UK, and UAE holdings into one lot-aware portfolio with currency and basis records intact.
Holdings · lots · cost basis · FX context
Explore trackDecide
Compare sell, trim, hold, and harvest choices by what remains after the tax inputs and wash-sale checks.
Tax Impact Center · Decision Simulator
Explore decideExport
Turn reviewed lots and adjustments into structured records for TurboTax, Form 8949 review, or your accountant.
Schedule D CSV · reports · audit trail
Explore exportFor Wealth Managers & Advisors
Managing global client portfolios?
TradingKite gives firms a tax-aware workflow.
Built for advisors handling tax-sensitive and cross-border clients. Review holdings, catch wash sale and deadline risk, and generate cleaner tax exports without spreadsheet-heavy workflows.
Multi-client portfolio dashboards
Health checks and stress tests at scale
Tax exports and capital gains reports per client
Cross-border tax exposure across US, UK & UAE
Choose your Track, Decide, or Export workflow
Track on Free, Decide on Pro, or Export with Pro+ when wash-sale and cross-border complexity needs a filing-ready workflow.
Available on Web (PWA) and Mobile.
How the paid plans differ: Pro is for investors who want one clean system for tracking, alerts, allocation, and trade decisions. Pro+ is for investors who also need filing-ready workflows, wash sale protection, and cross-border support.
Not a broker · Not financial advice
TradingKite provides informational analytics only. We do not execute trades, hold securities, or provide investment advice. All estimates are based on user inputs and historical data. Tax laws change — always verify before acting.
