I built Tax Loss Harvesting Tool for different kinds of portfolios. Despite still being in the early stages, I'm gaining some interesting traction so far! I was badly hit in the recent market downturn because I had invested in leveraged ETFs without a deep understanding of how they function. But I still have faith in securities in the ETFs so I decided to see if it was possible to swap securities in order to harvest losses without triggering the Wash Sale. And, Lo and Behold, for 2330 ETFs, I found 1.2+M possible combinations.
Mind speaking to the monetization component of your app? It's not readily visible from your links.
I ask as I've built a similar tool that supports portfolio rebalancing and helps generally understand portfolio health. I found the niche of "DIY" investors willing to pay for software somewhere between fully automated and hands-off is small and although I've never pushed towards aggressive monitization, it always seemed like most self-service investors are conditioned to only pay for data (which I suppose in part your application presents).
Monetization is predominantly through affiliate referrals to CPAs and Tax Advisors; I ran Facebook ads and I had a good number of people reach out to me via messaging. am also exploring possible monetization opportunities through integrating APIs with big brands and roboadvisors.
Link: https://bit.ly/3H9Gkpb
Follow on twitter for twice-a-day insights about High Overlap Beta ETFS: https://twitter.com/optimizetaxes