Wealthfront calculates daily Harvesting Yield using the formula: (STCL + LTCL) / PortfolioBeginningBalance, where STCL is the short-term net capital loss realized, LTCL is the long-term net capital loss realized, and PortfolioBeginningBalance is the value of the portfolio at the beginning of each year.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Tax-Loss Harvesting - Methodology

Sources

• Wealthfront Tax-Loss Harvesting - Methodology research.wealthfront.com Wealthfront via serper

Referenced by nodes (1)

• Wealthfront entity