Nestwisev3.0.2 · Mar 22, 2026
Add plan details

Tax Mastermind

Optimize capital gains, harvesting, and bracket strategies

Manage realized gains and losses, find harvest candidates, and plan bracket-aware actions based on your exact tax profile.

Setup: Add assets and planning details for personalized guidance.

Start hereIntake

YTD Net Realized

+$0
+$0-$0

Harvestable Losses

$1,125

1 eligible positions

Tax Bracket

UnknownOrdinary
Unknown (Assume 15%)LTCG
Estimated

Tax Loss Harvesting

Positions with unrealized losses to offset gains.

BND

Vanguard Total Bond Market ETF

-$1,125

-9.38%

Missing Tax Facts

More context needed for accurate bracket-aware guidance and Roth conversion windows.

· Filing status and tax bracket are missing from tax intake.
Update tax facts

Tax Strategies

Ask about Roth conversions

Check if this is a good year to convert

Review tax evidence

See the IRS source trail

Ask about wash sales

Verify rules before harvesting