About
The Kymera Tax Optimizer is a specialized financial management tool designed to streamline tax liability planning and regulatory compliance for trading workflows. It automates complex calculations for federal and state taxes using a conservative 37% safety margin, identifies strategic tax-loss harvesting opportunities, and generates year-end projections to prevent underpayment penalties. By integrating directly into your trading environment, it ensures that tax reserves are accurately maintained and that all filing requirements, including Form 8949 and Schedule D, are supported by detailed data extraction.
