Pay less taxes

3 tax settings to keep more of what you earn.

Candor product presentation
Taxes eat into returns


taxes paid over 10 years for $100k invested
For illustrative purposes only. Based on a 2% annual net tax rate over 10 years. Actual results will depend on your individual factors and circumstances, including your personal investment decision-making.

Taxes can really eat into returns. Don’t let them.

Tax drag reductionTax efficient portfolios
Wash sale schedulerLong-term capital gains

3 tax settings to help you keep more of what you earn

wash sales

Get a tax writeoff by timing sales correctly

See how Candor avoids wash sales →

Pay a lower tax rate when selling

See how Candor optimizes your tax rate →
tax-free rebalancing

Less taxes when re-investing your RSUs

See how Candor’s Tax-free rebalancing works →

Avoid losing
money to taxes

Capital gains optimizer
Wash sale scheduler
Tax-free rebalancing
Avoid losing money
Your 125 shares have been sold at $12,510.
Not just taxes
Get the most from your RSUs
Trading Plan
Sell your RSUs more efficiently with a 10b5-1 trading plan
Re-invest your RSUs in an institutional-grade portfolios
Price tracking
Sell your RSUs at a better price. No trading windows.
Questions from your accountant?
Our tax team is available to help, reach out to

Frequent questions

Trading plans
How is Candor different than...

How does Candor save me money on taxes?

Candor helps you both sell and re-invest your RSUs in a tax efficient way.

  • Selling: when you sell your shares matters a lot for taxes. Candor's algorithms automatically time your trades so you pay less in taxes.
  • Re-investing: If you use a traditional advisor to invest, the way their process works would causes extra taxes for you every quarter. The way Candor re-invests doesn't cause an extra tax cost. More about tax-free rebalancing.

Will I have to do anything special when I file my taxes?

Can Candor work with my accountant?