The German tax system is notoriously complicated - and dealing with it is frustrating. You pay an expert who barely explains anything, only to discover you still owe a large chunk of your hard-earned money to the state.
That’s why we built Foretax - to make capital gains tax clear, predictable, and actionable.
With Foretax, you always know:
Capital Gains Dashboard Overview
Get a live snapshot of your (estimated) capital gains tax liability - as if taxes were due today. Foretax runs real-time profit/loss calculations across all your holdings and applies the relevant tax rules, giving you instant clarity on your position.
All your asset-classes
See exactly how each asset class contributes to your overall tax picture - and spot loss-harvesting opportunities in line with German tax rules.
Multi-Broker, Multi-Portfolio Aggregation
Tracking your taxes is already hard. Tracking them across multiple brokers and platforms is almost impossible. Your tax bill is calculated on the total picture - but your data is scattered everywhere.
Foretax fixes that.
Our powerful data manager brings together all your trades - from CSVs, PDFs, or APIs - and flags exactly what’s missing or incomplete.
You fill in the gaps, and instantly get a unified view of where your year-end capital gains statement is heading.
That way, you can act in time - no matter how many brokers or portfolios you use.
Foresee, Plan, optimize liquidity and save on taxes.
Foretax enables tax clarity across portfolios, brokers and asset classes all in one place. We're going live soon - subscribe to keep in touch
Sell Simulation Engine
Test the tax impact before you sell.
Simulate closing any fraction of an open position - at the current market price or a custom price - and see instantly how it affects your overall tax picture.
Knowing the outcome in advance helps you make smarter sell decisions and protect your portfolio’s performance.
Transaction-level drill-down
Understand the tax impact of every trade you’ve made. Foretax uses FIFO (First In, First Out) matching to link your earliest buys with your earliest sells, showing exactly how each transaction contributes to your overall tax picture.
Tax Health
Taxes are inevitable - but often reducible. Your Tax Health score shows how much room you have to lower your tax liability in relation to your taxable gain, if a tax event happened today.
It’s calculated from key factors like unrealized losses, gain concentration, available loss pots, and time left until year-end - giving you a clear sense of your optimization potential.
Tax Optimization Engine
Just like any other business, expenses off-set your profits.
Foretax matches those losses with your gains in each of the four asset class categories to lower your tax bill - sometimes significantly.
It scans your trades and highlights which assets make the most sense to sell within each category, while keeping your portfolio’s balance intact and your taxes on minimum.
Advanced Reporting
Foretax gives you control over your after-tax performance -whether you want the full picture or just the bottom line.
The dashboard combines clear signals with detailed action items in plain language, showing you exactly what to do to stay tax-neutral, minimize taxable events, and reinvest as much as possible to maximize long-term returns.
Take control of your investment
taxes.
Optimize what’s yours.
Taxes can take a quarter of your profits - unless you plan smarter. Foretax arms you with real-time insights, intelligent loss harvesting, powerful sell simulations, and a tax health index, so every trading decision is made with full tax awareness.
Foretax bietet keine Steuerberatung im rechtlichen Sinne. Alle gezeigten Beispiele basieren auf echten Daten und aktuellen steuerlichen Rahmenbedingungen, dienen jedoch ausschließlich zu Informationszwecken. Die tatsächliche Steuerlast hängt von individuellen Umständen ab.