Wealthfront

Wealthfront Tax Optimization API

Automated tax optimization service providing daily tax-loss harvesting, direct indexing at the stock level for accounts over $100,000, and Smart Beta factor weighting for accounts over $500,000. The system monitors investments daily and automatically harvests losses to minimize tax liability while maintaining portfolio risk profile.

GitHub

Documentation

📖
Documentation
https://www.wealthfront.com/tax-loss-harvesting

Other Resources

🔗
SupportArticle
https://support.wealthfront.com/hc/en-us/articles/211005023-Wealthfront-s-US-Direct-Indexing
🔗
SupportArticle
https://support.wealthfront.com/hc/en-us/articles/209348486-Tax-Loss-Harvesting
🔗
Plans
https://raw.githubusercontent.com/api-evangelist/wealthfront/refs/heads/main/plans/plans.yml

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API entry from apis.yml

apis.yml Raw ↑ 
aid: wealthfront:tax-optimization-api
name: Wealthfront Tax Optimization API
description: 'Automated tax optimization service providing daily tax-loss harvesting, direct indexing
  at the stock level for accounts over $100,000, and Smart Beta factor weighting for accounts over $500,000.
  The system monitors investments daily and automatically harvests losses to minimize tax liability while
  maintaining portfolio risk profile.

  '
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
humanURL: https://www.wealthfront.com/tax-loss-harvesting
baseURL: https://www.wealthfront.com
tags:
- Tax Optimization
- Tax-Loss Harvesting
- Direct Indexing
- Smart Beta
properties:
- type: Documentation
  url: https://www.wealthfront.com/tax-loss-harvesting
- type: SupportArticle
  url: https://support.wealthfront.com/hc/en-us/articles/211005023-Wealthfront-s-US-Direct-Indexing
- type: SupportArticle
  url: https://support.wealthfront.com/hc/en-us/articles/209348486-Tax-Loss-Harvesting
- type: Plans
  url: https://raw.githubusercontent.com/api-evangelist/wealthfront/refs/heads/main/plans/plans.yml