If you're looking for a service to automate tax-loss harvesting for your cryptocurrency investments, Soon is a good option. It's an automated investment management service that connects to several exchanges. Soon offers auto-buy and auto-sell, dollar-cost averaging and tax-loss harvesting to try to ride out market fluctuations and minimize your tax burden. The service comes with a variety of pricing tiers for different needs and budgets.
Another option is Mezzi, an investment management service that consolidates multiple investment accounts into a single view of your portfolio performance. Mezzi uses AI to provide recommendations to optimize your portfolio, reduce fees and make tax-efficient decisions. The service also has more advanced features like tax-loss harvesting, repurchase alerts and AI-driven replacement suggestions to keep exposure to sectors while avoiding IRS wash sale rules. It offers a free plan with basic features and an Autonomous Wealth plan for more advanced features.
If you prefer a trading platform with sophisticated automated trading tools, 3Commas is also a good option. It has features like smart trading terminals, prebuilt trading strategies and the ability to add TradingView indicators directly to your cryptocurrency exchanges. The service automates trading on 14 major exchanges and offers rebalancing and dashboard monitoring so you can keep an eye on your portfolio.
If you want a service that works with retirement accounts, Composer is another option. It uses AI to create and execute trading strategies based on your goals and risk tolerance. Composer automates trading and rebalancing, and has prebuilt strategies you can customize. It can integrate with retirement accounts, including Traditional and Roth IRAs, and offers real-time portfolio monitoring and premium customer support.