CGai: Invest, Trade, Save Tax

Keep more of your gains with the CGai app, the tax-smart edge for modern investors.

You’re leaving money on the table. CGai helps you get it back.

CGai is a tax-smart investing app that analyzes your entire portfolio to uncover opportunities to reduce taxes, optimize 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 industry-standard encryption and security practices. 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.

Most investors only see accounts in isolation. The IRS doesn’t.

CGai gives you a unified portfolio view 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 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 while your wash sale clears.

CGai helps you identify market-tracking proxy investments so you can remain invested during wash sale windows—keeping your strategy on track while optimizing for taxes.

Key Features

• AI-powered tax-loss harvesting recommendations • Portfolio analysis across multiple brokerage accounts • Real-time tax-smart trade alerts • Capital gains tracking and tax exposure insights • Wash sale monitoring and trade guidance • Built for self-directed investors

Download CGai today and start investing with a tax-smart edge.

Stop overpaying taxes. Start keeping more of your returns.