View tax loss analysis of an ETF and potential replacements.
This article was last reviewed and updated on 5/4/23
The Tax Loss Prospector tool allows you to search for ETF tax loss harvesting opportunities based on the inputted ETF. The tool will identify correlated ETFs and their holders to highlight potential trades that align with Tax Loss Harvesting opportunities.
This tool showcases LOGICLY's Tax Aware capabilities on a single-security (ETF) level. We also offer a portfolio-level Tax Lot Analysis in Portfolio Analysis that works with ETFs, Mutual Funds, and single stocks.
Please review our Tax Loss Prospector introduction video below:
Using the Tool
You can access the Tax Loss Prospector tool by clicking on the Hamburger Icon drop-down list on the left side of the platform and selecting the tool under Research and Analysis.
Simply enter your desired ticker into the search bar, and press the Apply button.
Exploring the Data & Analytics
Peer Group ETFs
- ETFs that are classified in the same Peer Group as the inputted fund. Sorted by Correlation. (Highest to Lowest)
Peer Group ETFs by Holder
- ETFs that are classified in the same Peer Group as the inputted fund. Sorted by Institutional Ownership and Correlation (Highest to Lowest)
