The Sandbox tier is free for a reason. It exists to answer one question: does the engine think the way I'd want my money managed? Once you've watched a few harvest cycles, the next question is whether to bring real money.

Below the right account size, you should not. A broad-market ETF is cheaper, simpler, and ~95% of the way there. Above it, the math flips. This article is about the threshold.

What Guided buys you

  • One linked broker. The engine sees your real positions, real cost basis, real wash-sale state. Not a sandbox approximation.
  • The full AI Designer. Same model the Sandbox uses, but designing against the actual capital you have at your actual broker.
  • Manual approve every trade. The engine proposes; you press Approve with PIN. Same review surface as Sandbox; just real orders flow through.
  • Tax Bank, year-round. Realized losses bank against future gains. The dashboard tracks it as a running total per tax year.

What Guided does not buy: autonomous execution (Autopilot), short overlay (Alpha), multi-account households (Alpha). One broker, manual approve, long-only.

The threshold math

Guided is $49/mo monthly, $490/yr annual (two months free).

For tax-loss harvesting to be worth $490/yr, the engine has to bank at least $490/yr of after-tax savings. Translating that to required loss harvested:

Your marginal rate Losses needed to break even on $490/yr
22% (mid-bracket)$2,228 / yr
32% (high-bracket)$1,531 / yr
37% (top-bracket federal + ~10% state)$1,043 / yr

Translating to portfolio size: a typical TLH program harvests 1-3% of portfolio value per year as realized losses. So at the bottom end (1%), Guided breaks even at:

  • 22% bracket: ~$220K portfolio
  • 32% bracket: ~$150K portfolio
  • 37% + state: ~$100K portfolio

Below those numbers, a Vanguard S&P 500 ETF (VOO, 0.03% expense ratio) is cheaper and ~95% of the result. There is no shame in that — direct indexing is a leverage tool that needs leverage to work.

Why direct indexing fails below the threshold

The mechanic that makes direct indexing valuable is also why it doesn't work small. To harvest a loss on a position, the position has to drop enough that the loss is worth banking. With a single ETF, you can't harvest part of the holding — it's one position. With direct indexing, you can harvest the names that dropped while keeping the names that rose.

That asymmetry only matters when individual position sizes are large enough that a typical 5% drop produces a meaningful dollar loss. The math:

harvestable position = position size × typical drop %
    = $5,000 × 5% = $250 per harvest
    = $50,000 × 5% = $2,500 per harvest

At a $5K position, the harvest is too small to bother with after fees and friction. At $50K, it's a real number. So the direct sleeve needs positions averaging ~$5K minimum, which means a 25-stock sleeve needs ~$125K. With the typical 60/40 direct/beta split, that's ~$200K total — right around the Guided threshold.

The sandbox-to-real bridge

If you've been running the Sandbox at $250K-$1M, you've probably noticed:

  • Loss Watch finds 5-15 candidates per month on a $500K simulated account.
  • Realized losses accumulate at $4K-$15K/year on ordinary market noise.
  • At a 32% rate that's $1,300-$5,000/yr of after-tax savings.

If those numbers track in your sandbox, they'll track on your real account. That's when Guided pays itself back.

What's the path

  1. Stay in Sandbox until you trust the engine and your portfolio is at or above the threshold.
  2. Upgrade to Guided in Settings → Billing.
  3. Connect your broker (E*TRADE, Schwab, or one of ~10 SnapTrade-supported brokers) in Settings → Brokers.
  4. Apply your existing manifest design to the real account, or run the Designer against your real capital.
  5. Watch the first proposal. Approve it. Watch the second. Approve it. After about a month, you'll have your own data on whether the engine + the subscription is a good trade for your specific portfolio.

If at any point the answer is no, downgrade. Settings → Billing handles it; your data stays.