+3%
After-tax alpha
TaxeeDeFi Portfolio Agent
Maximise your after tax alpha.
AI portfolio agent that optimizes after-tax return — not just the gross performance. Tax-loss harvesting, lot optimization, and long-term holding embedded into every rebalance.
+8%
Saved in tax drag
F8949
Audit-ready
In collaboration with
- defi.com
- Circle
- Arc
Today's agents are blind to taxes
Today DeFi portfolio agents rebalance, rotate, and harvest, all while silently destroying after-tax returns in the process.
Every disposal is a taxable event
Every rebalance has a tax cost
Gains are left on the table
+11%
Year 1
+26.1%
Year 2
+46.4%
Year 3
Without TaxeeWith Taxee (+11%/yr)
Taxee treats after-tax return as the primary optimization target.
It is a cross-chain portfolio agent that runs continuously across your portfolio, layering tax awareness into every rebalance, harvest, and hold.
Regime-aware, tax-adjusted rebalancing
Detects risk-on/risk-off shifts via onchain signals. Before executing any rebalance, weighs the tax cost of disposal against the drift cost of inaction. Delays or splits rebalances when the math doesn't justify the tax hit.
Continuous cross-chain loss harvesting
Scans all positions across chains in real time. When an asset crosses a configurable loss threshold, the agent harvests it, replaces it with a correlated asset to maintain exposure, and books the loss against realized gains — automatically.
Holding-period maturation engine
Tracks the age of every lot. Capital approaching long-term threshold (365 days) is parked in USYC — earning yield while it ages — rather than disposed of prematurely at short-term rates.
Execution via Circle stack
Specific-ID lot selection
IRS-compliant disposal targeting on every trade. Sell highest-cost-basis lots first to minimize realized gains.
CCTP & Gateway
Cross-chain moves with consistent settlement across Ethereum, Base, and Arbitrum. No fragmented liquidity.
Paymaster
Gas fees paid in USDC. No ETH required in wallet for agent execution.
Arc ledger
Immutable transaction record for every disposal — your Form 8949, pre-filled and audit-ready.
USYC Yield
Idle capital earns yield while waiting for optimal tax timing through Circle's USYC protocol.
Auto-rebalance
Continuous monitoring rebalances positions when drift exceeds threshold while minimizing tax impact.
Specific-ID lot selection
IRS-compliant disposal targeting on every trade. Sell highest-cost-basis lots first to minimize realized gains.
CCTP & Gateway
Cross-chain moves with consistent settlement across Ethereum, Base, and Arbitrum. No fragmented liquidity.
Paymaster
Gas fees paid in USDC. No ETH required in wallet for agent execution.
Arc ledger
Immutable transaction record for every disposal — your Form 8949, pre-filled and audit-ready.
USYC Yield
Idle capital earns yield while waiting for optimal tax timing through Circle's USYC protocol.
Auto-rebalance
Continuous monitoring rebalances positions when drift exceeds threshold while minimizing tax impact.
Specific-ID lot selection
IRS-compliant disposal targeting on every trade. Sell highest-cost-basis lots first to minimize realized gains.
CCTP & Gateway
Cross-chain moves with consistent settlement across Ethereum, Base, and Arbitrum. No fragmented liquidity.
Paymaster
Gas fees paid in USDC. No ETH required in wallet for agent execution.
Arc ledger
Immutable transaction record for every disposal — your Form 8949, pre-filled and audit-ready.
USYC Yield
Idle capital earns yield while waiting for optimal tax timing through Circle's USYC protocol.
Auto-rebalance
Continuous monitoring rebalances positions when drift exceeds threshold while minimizing tax impact.
Set up once. Run continuously.
Phase 1
Onboarding
Connect wallet and set jurisdiction. Your lot ledger, every cost basis and holding period is synced.
Phase 2
Heartbeat
Agent scans for prices, lots, and regimes. Then harvest, rebalance, and park opportunities. You hear about it only when it matters.
Phase 3
Action loop
Each action is executed following user's policy. Every disposal is logged on Arc with lot ID, basis, and rationale. Audit ready.
Control
Manual approval or delegated execution
Same opportunity flow — you choose whether to confirm each move or delegate within guardrails.
Agent runs within policy
Delegate approval inside guardrails. Harvest, park, and rebalance fire automatically when decision engine and LLM agree. You always get a receipt and Arc audit entry.
FlowDetectValidateExecute
Best forSet-and-forgetActive portfoliosTax-aware users
Ready when and where you are