Comment by zylepe

I have a google sheet where I keep track of each fund I’ve bought and sold. From there I added a column with gain/loss for each tax lot with remaining shares, and a script that runs once a day to email me if there’s an opportunity for tax loss harvesting. It works pretty well.

I like the idea of rebalance opportunity notifications, but it’s harder to get retirement funds into a google sheet with all the automatic contributions that happen…