ProfiTree
AutomatedTax optimization tool that monitors brokerage accounts for tax-loss harvesting and rebalancing opportunities.
ProfiTree has 3 plans: a free plan, paid plans from $129/year and custom pricing for larger teams. We have not recorded a price change.
ProfiTree plans and prices
Free
$0
- Essential monitoring to keep tabs on your tax picture
- Free forever - no hidden fees
- High-level tax summary dashboard
- Quick estimate of potential annual tax savings
- Smart, personalized tax optimization
- Preview tax impact before your trades
- Liquidate or Rebalance with tax-efficiency
- Trade execution
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- Free Tax Savings Estimate
Pro Plan
yearly$10.75/mo
billed annually · $129/yr
- Everything in Free plan
- Smart, personalized tax optimization
- Preview tax impact before your trades
- Liquidate or Rebalance with tax efficiency
- Trade execution (coming soon)
- Full refund if you save less than $1,000
Enterprise
Custom
- Custom pricing based on your needs
- Dedicated account manager
- Custom integrations with your systems
- Bulk account management
- Advanced reporting & analytics
- Priority support & SLA guarantees
Price history
Last 0 recorded changes
No price changes recorded yet.
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