Skip to main content

About TradingKite

Know what you keep. Before you sell.

TradingKite is after-tax portfolio software for NRIs and Indian expats living in the US, UK, and UAE. It turns holdings, tax exposure, and wash-sale risk into one workflow so you can decide what remains after tax — not just what a ticker chart shows.

Track

Bring lots, cost basis, and multi-market holdings into one portfolio view built for cross-border investors.

Decide

Model sell, trim, or hold outcomes with tax impact and wash-sale checks before you act.

Export

Turn reviewed lots into structured tax exports for TurboTax, Form 8949 review, or your accountant.

Who it is for

  • Overseas Indians and Indian expats in the US, UK, and UAE
  • Investors who need after-tax clarity before selling or harvesting losses
  • Advisors managing cross-border, NRI, or expat client portfolios

What TradingKite is not

  • Not a broker, custodian, or trading venue
  • Not an investment advisor or tax advisor
  • Not a stock-research or comparison content site
  • Does not execute trades or hold client assets

How the product works

Connect or import holdings, review tax impact in context, simulate decisions, then export filing-oriented records. Residence-country checkout is offered for the US, UK, and UAE — the markets where our customers live and pay.

Assumptions and limitations are documented on the Methodology page. Always verify tax treatment before filing.

Next steps