Stop Guessing.
Know Your Tax.
MetaJournal's Tax Center automatically calculates your capital gains obligations, detects wash sales, manages your estimated tax sinking fund, and generates GAAP-compliant financial statements — for traders in 8 jurisdictions worldwide.
8
Jurisdictions Supported
7
Base Currencies
AI
Nova CFO Advisor
GAAP
Financial Statements
Your Tax Dashboard — At a Glance
Every number you need for tax season, automatically calculated.
Everything a Trader Needs at Tax Time
Eight powerful modules — from automated ledger processing to AI-powered advisory.
Tax Ledger Engine
Automatically computes capital gains, holding periods, and tax obligations for every closed trade — multi-jurisdiction.
Multi-Currency FX
Historical FX spot rates with automatic base-currency conversion for every trade. Supports USD, GBP, EUR, CAD, AUD, INR, SGD.
Wash Sale Detection
Automatically flags IRS §1091 wash sale violations, defers disallowed losses, and adjusts your taxable P&L accordingly.
Sinking Fund Manager
Track your estimated tax reserve alongside your broker balance. Visualize exactly how much to set aside after every profitable trade.
Nova AI CFO
Your on-demand executive tax advisor. Ask Nova anything about your P&L, obligations, wash sales, and compliance strategy.
GAAP Financial Statements
Generate income statements, balance sheets, cash flow reports, and tax summaries — compliant with GAAP/IFRS standards.
Expenses & Assets Ledger
Double-entry bookkeeping for platform subscriptions, home office, hardware, and all trader business expenses.
Accountant Pack Export
Export a jurisdiction-optimised CSV with all your trade data, ready to hand directly to your accountant or tax software.
Nova — AI CFO
Executive Tax Advisor · Zero Hallucination Protocol
Am I at risk for wash sale violations this quarter?
Based on your ledger, I flagged 2 wash sale events. Your NVDA loss of $840 on March 12 is disallowed — you repurchased within the 30-day window on March 28. The deferred loss of $840 has been added to your replacement position's cost basis. Your taxable P&L has been adjusted accordingly...
Meet Nova —
Your AI CFO
Nova reads your live ledger data — trades, expenses, sinking fund, wash sales — and delivers executive-grade tax analysis on demand. No guesswork. No hallucination.
- Analyses your real ledger data — not generic answers
- Detects wash sale risks and cost basis adjustments
- Advises on sinking fund adequacy and quarterly payments
- Explains MTM election, TTS qualification, and more
- Supports US, UK, CA, AU, IN, DE, FR, SG jurisdictions
Never Be Caught Off Guard
at Tax Time
The Tax Sinking Fund is your virtual envelope for estimated tax payments. Every time you profit, MetaJournal tells you exactly how much to set aside — so April never surprises you.
- Visual progress bar: fund vs. total obligation
- Log deposits to HYSA, broker buffer, or other accounts
- Quarterly settlement workflow with government portal links
- Capital deficiency alerts when broker balance falls short
- Nova Risk Lock — restricts high-leverage trades when underfunded
Built for Active Traders
Whether you're a casual swing trader or a full-time day trader, the Tax Center adapts to your jurisdiction, election status, and trading style.
Investor (Default)
Standard capital gains treatment. Short-term vs. long-term rates. Wash sale rules apply. Annual Schedule D filing.
Trader Tax Status (TTS)
Business expense deductions for subscriptions, home office, hardware. Still subject to wash sale rules.
Mark-to-Market (MTM)
Year-end open positions marked at fair value. Wash sale rules do NOT apply. Ordinary income/loss treatment.
Take Control of Your Tax Obligations
Set up your Tax Profile in minutes. Your ledger auto-populates as you trade. Ask Nova anything. Sleep better at tax time.
Available on Pro plan · Not financial or tax advice
