CGai: Capital Gains Tax

Keep more of your gains. Keep more of what you earn with CGai, the tax-smart edge for modern investors. CGai is a tax-smart investing app that analyzes your entire portfolio to uncover opportunities to reduce taxes, optimize and keep more of your capital gains, and improve after-tax returns. If you invest in stocks and ETFs, CGai helps you make smarter decisions—without changing how or where you invest. Keep your accounts, stay in control. Tax-smart portfolios with no transfers required. No new accounts. No asset transfers. No lock-in. Securely connect your existing brokerage accounts. CGai works alongside platforms like Robinhood, E*TRADE, Vanguard, and Charles Schwab—so you can keep investing your way while optimizing for taxes behind the scenes. Securely connect your broker accounts. World-class protection for your data. Your financial data is protected with bank level encryption and security practices through Mastercard. CGai uses trusted infrastructure to ensure your information stays private, secure, and fully under your control. Your entire portfolio. One tax-smart view. The IRS sees everything. Now you can too. Advantage: You. Most investors only see accounts in isolation. The IRS doesn’t. CGai gives you a unified portfolio tracker across all your accounts—helping you understand your true tax exposure, track capital gains, and uncover opportunities to reduce your total tax liability. Act early. Save more. November might be too late to fix your tax liability. Tax savings don’t happen at the end of the year—they happen all year long. CGai continuously monitors your portfolio to identify tax-loss harvesting opportunities, helping you offset gains, navigate wash sale rules, and act when it matters most. Get real-time actionable alerts. Save money year round with timely trade alerts. Markets move fast—and so do tax opportunities. Receive real-time alerts when opportunities arise to harvest losses, rebalance intelligently, or make tax-efficient trades that improve your after-tax returns. We watch your back. Avoid trades that could disqualify tax write-offs. Avoid costly mistakes. CGai helps you navigate complex rules like wash sales, flagging risky trades and helping ensure your tax-loss harvesting strategies stay compliant and effective. Don’t miss the next rally. Stay invested in market-tracking proxies while your wash sale clears. Stay in the market—without sacrificing tax benefits. CGai helps you identify smart proxy investments so you can remain invested during wash sale windows, keeping your strategy on track while optimizing for taxes. 🚀 Turn losses into tax savings • Identify tax-loss harvesting opportunities in real time • Offset capital gains and reduce investment taxes • Navigate wash sale rules with confidence • Optimize after-tax returns across your portfolio 📊 Invest your way—with a smarter edge • Stay fully in control of your investments • No robo-advisors or forced portfolios • Trade the stocks and ETFs you want • Enhance your strategy with tax-smart insights 🧠 AI-powered tax optimization • Continuous portfolio analysis • Personalized tax-saving recommendations • Real-time alerts when opportunities arise • Built for self-directed investors 💼 Everything working together • Portfolio tracker across brokerage accounts • Track capital gains and investment taxes • Built for stocks, ETFs, and funds • Designed for both active traders and long-term investors Download CGai today and start investing with a tax-smart edge. Stop overpaying taxes. Start keeping more of your returns. You earned it, you keep it!