We can ACAT in existing positions to an Index yes, which would be "seeding" an index with shares you already own. As for taxes, we provide a yearly summary for

We can ACAT in existing positions to an Index yes, which would be "seeding" an index with shares you already own. As for taxes, we provide a yearly summary for realized gains and losses that most tax professional can plug into their software. And for TLH, yes for larger portfolios (above 20 tickers) we create a factor model of the portfolio using 4 factors - Momentum, Value, Quality and Min Volatility. When a stock is identified for TLH purposes, we will sell it and try and bring your overall portfolios factor exposure back in line. This provides for a much more flexible and robust way to do tax loss harvesting because not every stock has a relevant pair (for example a stock that just recently merged with another business might have no clear comparables)