Quant Wealth AI

Direct Indexing vs. ETF Tax-Loss Harvesting Alpha Calculator

Simulate the annual after-tax alpha generated by direct indexing individual S&P 500 constituents to harvest micro-losses vs. holding passive index ETFs.

Simulation Parameters

Primary Value ($)

Tax / Comparison Rate (%)

Calculated Strategic Output

Total Estimated Benefit

$18,000.00

Instant client-side calculation with zero data retention.