BFS GROUP

Track lots, review tax-loss opportunities, compare substitute ideas, monitor wash sale timing, and export annual summaries in one streamlined planner.

BFS GROUP helps you organize stock lots, review realized gains and losses, and plan tax-loss harvesting opportunities with a clear, structured workflow.

Manually enter your holdings, update prices, and see which positions may qualify for loss harvesting. Review estimated tax impact, compare substitute ideas to maintain market exposure, and monitor wash sale timing before saving a plan.

Key Features: • Lot-based portfolio tracking • Unrealized gain and loss review • Tax-loss harvesting suggestions • Wash sale timing checks • Substitute security library • Annual tax summary and export • Harvest history tracking • Capital gains estimator • Strategy notes and learning content • Built-in K-line trend previews

BFS GROUP is designed as a planning and reference tool. It does not place trades or provide personalized tax, legal, or investment advice. Always review current local rules and consult a qualified professional when needed.