Find tax-loss harvesting opportunities

This report lists your open parcels sitting at a loss, estimates how much gain you’d offset by realising them, and flags any wash-sale risk where you rebought the same asset within 30 days. By the end, you’ll know which losses you could book before 30 June.

Open the report

Go to Tax Reporting → Loss Harvesting. The subtitle explains the figures are valued as of today.

There’s no FY dropdown here — the year-to-date figures use the financial year from the tax URL, so set the year on your tax dashboard or the myTax report first.

Read the summary

Figure	What it means
Realised gain (YTD)	Your net capital gain from sales so far this financial year
Harvestable loss	The total unrealised loss you could realise today
Projected net gain	Your assessable gain if you sold every loss parcel, after the discount rules
Carry-forward loss	Any loss left over once this year’s gains are offset

Read the loss-making parcels

Parcels are grouped by holding. Each row shows:

Column	What it means
Acquired	The buy date
Held	The holding-period label
Qty	The units
Cost / Market	The cost basis and current market value
Unrealised loss	The loss if you sold today

A wash-sale risk badge appears when the same ticker was acquired within 30 days — hover it for detail.

A simple workflow

Note your Realised gain (YTD) (or check your capital gains report).
Review your Harvestable loss and the parcels behind it.
If you decide to sell, record the trade in Metrifly.
Refresh your capital gains report and dashboard.

Export it

Download tax-loss-harvesting-{fy}.xlsx, or a PDF summary for the year in the URL.

Troubleshooting

Problem	Fix
There are no loss positions	All your parcels are at or above their cost.
The year-to-date gain looks wrong	Set the year on another tax page so it matches.
An unexpected wash-sale flag	Check for buys in the last 30 days, including reinvested dividends.