How AfterTax compares
Each tool is good at a different job. This table covers only the after-tax questions AfterTax answers.
| Uses your actual broker trades | Wash sales across accounts / IRAs | Form 8949 output | After-tax result vs a benchmark | State tax | Raw file stored | |
|---|---|---|---|---|---|---|
| Portfolio Visualizer | No (model portfolios) | No | No | Tax assumptions on model returns | Not lot-level | n/a |
| Testfol.io | No (model portfolios) | No | No | Turnover + taxes report (paid tier) | Not lot-level | n/a |
| QuantConnect | No (coded strategies) | No | No | No built-in tax | No | n/a |
| TradeLog | Yes (broker import) | Yes | Yes (plus 6781/4797) | No | No | Desktop software |
| TraderSync | Yes (broker sync) | No | No | No | No | Yes (journal) |
| AfterTax | Yes (CSV, 8 brokers) | Yes | Draft CSV | Yes (T-bills or a fund you upload) | CA, NY, NJ, MA, OR, MN or federal only | Never |
Based on each company's public pages as reviewed in October 2026; features change. Where a tool does more (TradeLog handles options, futures and Section 475; QuantConnect and Portfolio Visualizer are full backtesters), use it for that. Corrections: clearwater-c@agentmail.to. Product names are trademarks of their owners; no affiliation.