- About LotWise
- LotWise develops a tax-aware portfolio optimizer. The site presents its strategies, tool calculations precomputed on sample portfolios, and research grounded in published academic literature.
- No advice
- Content on the site, including strategy descriptions and optimizer output, is for informational purposes only. It is not investment, tax, or legal advice, a recommendation tailored to any individual, or an offer to buy or sell any security. LotWise is not a registered investment adviser or broker-dealer.
- Data sources
- Market data and constituent information are sourced from publicly available providers. We do not warrant the accuracy, completeness, or timeliness of any data. Index names mentioned on the site, when used, are referred to nominatively to describe what a strategy tracks; any trademarks belong to their respective owners.
- Performance figures
- Backtested and simulated results are hypothetical and do not guarantee future returns. Backtest results are not yet published; they will accompany a forthcoming paper on the methodology. Tool demos are precomputed offline by each tool's own Python code on curated sample portfolios; the tools follow fixed rules, and no optimizer or solver is involved. No figure reflects fees, slippage, or your personal tax position.