LONG SHORT ANALYTICS
The tax strategy
the ultra-wealthy keep
to themselves
The tax strategy
the ultra-wealthy keep
to themselves
The Long Short Tax harvesting strategy that saves you money in taxes whether markets go up or down.
The Long Short Tax harvesting strategy that saves you money in taxes whether markets go up or down.
LONG SHORT ANALYTICS
The tax strategy
the ultra-wealthy keep
to themselves
The Long Short Tax harvesting strategy that saves you money in taxes whether markets go up or down.
Trusted by employees at
Trusted by employees at
Total Managed AUM in Long Short
Total Managed AUM in Long Short
$63B+
$63B+
How does
Long Short work?
We harvests up to 5.9x more losses than traditional direct indexing.
Institutional-grade strategy, advisor-controlled -- starting at $250K on Nucleus. Full transparency, daily liquidity, no lockups.
How does
Long Short work?
We harvests up to 5.9x more losses than traditional direct indexing.
Institutional-grade strategy, advisor-controlled -- starting at $250K on Nucleus. Full transparency, daily liquidity, no lockups.
How does
Long Short work?
We harvests up to 5.9x more losses than traditional direct indexing.
Institutional-grade strategy, advisor-controlled -- starting at $250K on Nucleus. Full transparency, daily liquidity, no lockups.
Save thousands within minutes
Save thousands within minutes
Save thousands
within minutes
The S&P 500 returned 17.9% in 2025. Here's what that actually meant for two investors — one with a traditional portfolio, one with long/short.
The S&P 500 returned 17.9% in 2025. Here's what that actually meant for two investors — one with a traditional portfolio, one with long/short.
Your 2025 savings, side by side
Based on S&P 500 returns of 17.9%
Traditional S&P 500
Long Short
Your 2025 savings, side by side
Based on S&P 500 returns of 17.9%
Traditional S&P 500
Long Short
New to Long Short?
New to Long Short?
New to Long Short?
Read our guide
Read our guide
Wanna dive deeper?
Wanna dive deeper?
Wanna dive deeper?
See detailed calculations
See detailed calculations
See detailed calculations
Built for moments like
selling a business
USE CASE 05
Cindy is a 34-year-old
who recently inherited a
$6M family trust
Inheriting a trust
Sound like you?
The Problem
The trust held a portfolio of legacy positions with extremely low cost basis. Selling to reallocate would trigger over $1.4M in capital gains taxes, but holding meant staying in an outdated, concentrated allocation.
The Strategy
Legacy holdings were gradually sold and repositioned into a diversified allocation while a 200/100 long-short strategy generated tax losses to cover the gains from each sale.
By the numbers
Cumulative tax savings in one year
$410K
Legacy positions transitioned
92%
USE CASE 04
Samuel is a Partner at a consulting firm, age 56
Planning for retirement
Sound like you?
The Problem
With $4M in investable assets and retirement 6 years away, she needed a plan to maximize after-tax growth now and transition to sustainable income at 62 without a steep tax cliff.
The Strategy
Enrolled in a tax-managed growth portfolio with systematic tax-loss harvesting during the accumulation phase, paired with a Roth conversion ladder to reduce future required minimum distributions. At retirement, the portfolio shifts to an income-oriented allocation funded by years of banked tax savings.
By the numbers
Cumulative tax savings in one year
$270K
Cumulative tax alpha over 5 years
$38K/yr
USE CASE 03
Tom sold an investment property he had in Florida
Selling Real Estate
Sound like you?
The Problem
After selling a $5M rental property, he faced a $1.1M capital gains tax bill and needed a strategy to reinvest the proceeds efficiently without letting taxes erode his returns.
The Strategy
Combined a tax-loss harvesting portfolio with strategic asset location across taxable and tax-deferred accounts. The harvested losses offset a significant portion of the real estate gains while the proceeds were deployed into a diversified, income-generating portfolio.
By the numbers
Cumulative tax savings in one year
$480K
Cumulative tax alpha over 5 years
$890K
USE CASE 02
Sarah has been an employee at Google for 4 years
We have helped employees of
Single stock position
Sound like you?
The Problem
After 10 years of RSU vesting, over 60% of her net worth was tied up in GOOG. She needed to diversify without triggering a massive tax event in one year.
The Strategy
Enrolled in a 200/100 long-short strategy. The short positions generated tax losses that offset gains from scheduled GOOG sales, allowing her to gradually reduce concentration while the proceeds were invested in a diversified portfolio.
By the numbers
Cumulative tax savings in one year
$320K
Concentration reduced from
62%
18%
USE CASE 01
David is the Founder of a logistics software company
We have helped Founders of
Selling a business
Sound like you?
The Problem
After the $8M sale, he was staring at a $1.9M capital gains tax bill and needed to invest the proceeds without losing a quarter of his wealth.
The Strategy
Enrolled in a 200/100 long-short strategy. The short positions generated tax losses, offsetting a significant portion of his gains from the sale while the proceeds were invested in a diversified portfolio.
By the numbers
Cumulative tax savings in one year
$480K
Cumulative tax alpha over 5 years
$1.2M
Built for moments like
selling a business
USE CASE 05
Cindy is a 34-year-old
who recently inherited a
$6M family trust
Inheriting a trust
Sound like you?
The Problem
The trust held a portfolio of legacy positions with extremely low cost basis. Selling to reallocate would trigger over $1.4M in capital gains taxes, but holding meant staying in an outdated, concentrated allocation.
The Strategy
Legacy holdings were gradually sold and repositioned into a diversified allocation while a 200/100 long-short strategy generated tax losses to cover the gains from each sale.
By the numbers
Cumulative tax savings in one year
$410K
Legacy positions transitioned
92%
USE CASE 04
Samuel is a Partner at a consulting firm, age 56
Planning for retirement
Sound like you?
The Problem
With $4M in investable assets and retirement 6 years away, she needed a plan to maximize after-tax growth now and transition to sustainable income at 62 without a steep tax cliff.
The Strategy
Enrolled in a tax-managed growth portfolio with systematic tax-loss harvesting during the accumulation phase, paired with a Roth conversion ladder to reduce future required minimum distributions. At retirement, the portfolio shifts to an income-oriented allocation funded by years of banked tax savings.
By the numbers
Cumulative tax savings in one year
$270K
Cumulative tax alpha over 5 years
$38K/yr
USE CASE 03
Tom sold an investment property he had in Florida
Selling Real Estate
Sound like you?
The Problem
After selling a $5M rental property, he faced a $1.1M capital gains tax bill and needed a strategy to reinvest the proceeds efficiently without letting taxes erode his returns.
The Strategy
Combined a tax-loss harvesting portfolio with strategic asset location across taxable and tax-deferred accounts. The harvested losses offset a significant portion of the real estate gains while the proceeds were deployed into a diversified, income-generating portfolio.
By the numbers
Cumulative tax savings in one year
$480K
Cumulative tax alpha over 5 years
$890K
USE CASE 02
Sarah has been an employee at Google for 4 years
We have helped employees of
Single stock position
Sound like you?
The Problem
After 10 years of RSU vesting, over 60% of her net worth was tied up in GOOG. She needed to diversify without triggering a massive tax event in one year.
The Strategy
Enrolled in a 200/100 long-short strategy. The short positions generated tax losses that offset gains from scheduled GOOG sales, allowing her to gradually reduce concentration while the proceeds were invested in a diversified portfolio.
By the numbers
Cumulative tax savings in one year
$320K
Concentration reduced from
62%
18%
USE CASE 01
David is the Founder of a logistics software company
We have helped Founders of
Selling a business
Sound like you?
The Problem
After the $8M sale, he was staring at a $1.9M capital gains tax bill and needed to invest the proceeds without losing a quarter of his wealth.
The Strategy
Enrolled in a 200/100 long-short strategy. The short positions generated tax losses, offsetting a significant portion of his gains from the sale while the proceeds were invested in a diversified portfolio.
By the numbers
Cumulative tax savings in one year
$480K
Cumulative tax alpha over 5 years
$1.2M
Built for moments like
selling a business
USE CASE 03
Tom sold an investment property he had in Florida
Selling Real Estate
Sound like you?
The Problem
After selling a $5M rental property, he faced a $1.1M capital gains tax bill,
The Strategy
Combined a tax-loss harvesting portfolio with strategic asset location across accounts. Offset a significant portion of the real estate gains while the proceeds were deployed into a diversified, income-generating portfolio.
By the numbers
Cumulative tax savings in one year
$480K
Cumulative tax alpha over 5 years
$890K
USE CASE 02
Sarah ihas been an employee at Google for 4 years
We have helped Founders of
Single Stock Position
Sound like you?
The Problem
After 10 years of RSU vesting, over 60% of her net worth was tied up in GOOG. She needed to diversify without triggering a massive tax event in one year.
The Strategy
Enrolled in a 200/100 long-short strategy. The short positions generated tax losses that offset gains from scheduled GOOG sales, allowing her to gradually reduce concentration while the proceeds were invested in a diversified portfolio.
By the numbers
Cumulative tax savings in one year
$320K
Concentration reduced from
$1.2M
18%
USE CASE 04
Samuel is a Partner at a consulting firm, age 56
Planning to retire
Sound like you?
The Problem
With $4M in investable assets and retirement 6 years away, she needed a plan to maximize after-tax growth now and transition to sustainable income at 62 without a steep tax cliff.
The Strategy
A 200/100 long-short strategy built a bank of tax losses during his remaining working years, creating flexibility to draw retirement income with a lower tax burden starting at 62.
By the numbers
Cumulative tax savings in one year
$270K
Cumulative tax alpha over 5 years
$38K/yr
USE CASE 05
Cindy is a 34-year-old who recently inherited a $6M family trust
Inheriting a trust
Sound like you?
The Problem
The trust held a portfolio of legacy positions with extremely low cost basis. Selling to reallocate would trigger over $1.4M in capital gains taxes.
The Strategy
Legacy holdings were gradually sold and repositioned into a diversified allocation while a 200/100 long-short strategy generated tax losses to cover the gains from each sale.
By the numbers
Cumulative tax savings in one year
$480K
Cumulative tax alpha over 5 years
$1.2M
USE CASE 01
David is the Founder of a logistics software company
We have helped Founders of
Selling a business
Sound like you?
The Problem
After the $8M sale, he was staring at a $1.9M capital gains tax bill and needed to invest the proceeds without losing a quarter of his wealth.
The Strategy
Enrolled in a 200/100 long-short strategy. The short positions generated tax losses, offsetting a significant portion of his gains from the sale while the proceeds were invested in a diversified portfolio.
By the numbers
Cumulative tax savings in one year
$480K
Cumulative tax alpha over 5 years
$1.2M
Don't take it from us
Don't take it from us
Don't take it from us
Hear from our users how Nucleus has helped them with their financial journey
Hear from our users how Nucleus has helped them with their financial journey
Hear from our users how Nucleus has helped them with their financial journey
96 reviews
96 reviews
Frequently
Asked Questions
Frequently
Asked Questions
Frequently
Asked Questions
How is Nucleus different from a regular investment account?
How is Nucleus different from a regular investment account?
What are the risks?
What are the risks?
What strategies does Nucleus offer?
What strategies does Nucleus offer?
What is the minimum investment?
What is the minimum investment?
What are the fees?
What are the fees?
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521 Broadway, New York, NY 10012
Terms of Service
Privacy Policcy
521 Broadway
New York, NY 10012