BlueTaxLedger Pro
One plan.
Everything included.
A clean, professional platform where your trade journal is fully integrated with tax calculations: Section 1256 (60/40), wash sale estimation, capital gains, and per-trade after-tax P&L in one workflow.
$20/ month
Billed monthly · Cancel anytime
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What's included
- Unlimited trade imports from any supported broker
- Integrated trade journal + tax engine in one workflow
- Automatic Section 1256 / 60-40 detection for index options & futures
- Wash sale estimation logic with disallowed-loss visibility
- Per-trade estimated tax impact with federal & state breakdown
- P&L calendar heatmap with monthly summaries
- Equity curve with drawdown overlay
- Performance overview — win rate, profit factor, expectancy, avg R, max drawdown
- Hold time insights — avg win/loss hold, correlation, best hold window
- R-Multiple distribution & risk exposure analytics
- Priority support
| Feature | Free | Pro |
|---|---|---|
| AI Blue | ||
| Dashboard view | ||
| Manual trade entry | — | |
| Broker CSV import (BETA) | — | |
| Section 1256 detection | — | |
| Per-trade tax estimate | — | |
| Wash sale estimation logic | — | |
| P&L Calendar | — | |
| Equity curve & drawdown | — | |
| Performance metrics | — | |
| R-Multiple & risk analytics | — | |
| Hold time insights | — |
Disclaimer: BlueTaxLedger is a data and analytics tool. All tax figures are estimates for informational purposes only, based on published IRS guidelines. They do not constitute financial, legal, or tax advice. Please consult a qualified tax professional for advice specific to your situation.
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