# usecache.com

> AI-optimized mirror of usecache.com containing 50 pages totalling 64,989 words of clean markdown content, structured data, and semantic HTML. Original source: https://usecache.com/. Last updated: 2026-04-27T15:28:20.568Z.

Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG).

## Homepage

- [Is your financial future riding on one or two stocks?](/site-root.html): A purpose-built platform for managing large, concentrated stock positions. Access exchange funds, tax-aware strategies, and more., Holding on to highly appreciated stocks in your portfolio? Cache lets you exchange your stock for a diversified fund without triggering taxes. It's a technique used by the ultra-wealthy, now available for you. (2,850 words)

## Articles & Blog Posts

- [Capital Gains Tax Calculator](/calculators/capital-gains-tax-calculator/index.html): Free capital gains tax calculator for 2026. Estimate federal, state, and local taxes on stocks, ETFs, crypto, real estate, and collectibles. Covers all 50 states, NIIT, Section 121 exclusions, and 145+ local jurisdictions. (5,725 words)
- [exchange/simulate/index.html](/exchange/simulate/index.html) (1 words)
- [companion/diversify-concentrated-position/index.html](/companion/diversify-concentrated-position/index.html) (1 words)
- [companion/cache-2024-update-a-year-of-growth-and-out-performance.html](/companion/cache-2024-update-a-year-of-growth-and-out-performance.html) (1 words)
- [companion/a-simpler-approach-to-prepaid-variable-forwards/index.html](/companion/a-simpler-approach-to-prepaid-variable-forwards/index.html) (1 words)
- [Cache Exchange Funds Q3 2025: Official Results](/companion/cache-exchange-funds-q3-2025-precision-progress-and-outperformance.html): Discover how Cache Exchange Funds aligned with their benchmarks in Q3 2025, helping diversify concentrated stock with precision and tax efficiency. (1,446 words)
- [Managing concentrated stocks? Understand the risk and strategies](/companion/concentrated-portfolio-risk-stock-strategies/index.html): Do you have too much of one stock in your portfolio? Learn everything you need to know about concentration risk – and how to manage it. (4,228 words)
- [legal/privacy-policy/index.html](/legal/privacy-policy/index.html) (1 words)
- [legal/terms-of-use/index.html](/legal/terms-of-use/index.html) (1 words)
- [companion/cache-announces-new-sp-500-benchmarked-fund/index.html](/companion/cache-announces-new-sp-500-benchmarked-fund/index.html) (1 words)
- [advisors/index.html](/advisors/index.html) (1 words)
- [Announcing our Series A to make sophisticated investing more accessible](/companion/announcing-our-series-a-to-make-sophisticated-investing-more-accessible.html): Cache raises Series A to make exchange funds and other tax-efficient strategies accessible to investors with concentrated stock positions — from employees to founders and family offices. (1,579 words)
- [about-us/index.html](/about-us/index.html) (1 words)
- [product/collar-advance-financing/index.html](/product/collar-advance-financing/index.html) (1 words)
- [product/long-short/index.html](/product/long-short/index.html) (1 words)
- [Welcome to Cache](/case-studies/prospero-wealth/index.html): Prospero Wealth helps tech clients diversify with Cache Exchange Funds (1,360 words)
- [What is an Exchange Fund?](/companion/what-is-an-exchange-fund/index.html): Exchange funds take stocks from multiple investors and pool them into a single fund, giving each investor a stake in the fund. Learn exchange fund requirements and whether they’re right for you. (3,335 words)
- [Accredited Investors and Qualified Purchasers Made Simple](/companion/accredited-investor-vs-qualified-purchaser/index.html): Which investment opportunities can you pursue? Review straightforward definitions to understand your eligibility for private investment vehicles. (1,431 words)
- [Two Paths to Tax-Efficient Diversification: Exchange Fund and Tax-Aware Long/Short](/companion/two-paths-to-tax-efficient-diversification-exchange-fund-and-tax-aware-long-short.html): Learn how Exchange Funds and Tax-Aware Long/Short strategies work together to diversify concentrated stock positions tax-efficiently. Compare costs, liquidity, time horizons, and see which lots fit each tool. (1,718 words)
- [2025 Wrapped: Scaling to $1B+ With Precision — and What’s Next](/companion/2025-wrapped-scaling-to-1b-with-precision-and-whats-next.html): Read about how we scaled to $1B+ in 2025 while maintaining benchmark precision (1,700 words)
- [How Cache Built the Modern Exchange Fund with 99% Correlation](/companion/how-cache-built-the-modern-exchange-fund-with-99-correlation.html): Curious about performance results of our funds? See how UNIX and Bedrock are tracking their benchmarks with high correlation. Updated August 2025. (2,109 words)
- [David’s Story: Finding a Better Path Out of a Concentrated Position](/companion/davids-story-finding-a-better-path-out-of-a-concentrated-position.html): Diversify concentrated stock positions with a modern exchange fund. See how David moved beyond Tesla equity and why he chose Cache for a flexible, low-fee path forward. (1,531 words)
- [Welcome to Cache](/case-studies/compound-planning-adopts-cache-for-concentrated-clients.html): Cache helps Compound Planning When a Single Stock Controls the Plan (1,113 words)
- [Use and Risk Disclosures](/legal/use-and-risk-disclosures/index.html) (4,153 words)
- [How do exchange funds work? The ultimate guide](/companion/how-exchange-funds-work/index.html): How do exchange funds work? Who offers exchange funds? Are exchange funds a good idea? Get all the answers here. (4,541 words)
- [Cache Surpasses $1 Billion in Assets: How We Reawakened a Dormant Category](/companion/cache-surpasses-1-billion-in-assets-how-we-reawakened-a-dormant-category.html): For decades, exchange funds were the best-kept secret within private banks. Cache made them accessible and reawakened a dormant category (1,485 words)
- [All in Financial Planning](/companion-category/financial-planning/index.html): Stocks are just one part of a holistic financial plan. Here we delve into strategies and market insights that will help you consider the bigger picture. (590 words)
- [How Cache safeguards your assets](/trust-and-safety/index.html): Diversify tax-efficiently with the Cache Exchange Fund. Make better decisions for your large stock positions with Cache. (2,782 words)
- [Welcome to Cache](/case-studies/adero-partners/index.html): Adero Partners attracts New AUM with the Cache Exchange Fund (1,613 words)
- [Managing Tax Drag When Diversifying Your Portfolio](/companion/optimizing-tax-drag/index.html): Understand how tax drag can slow the growth of your portfolio – and learn strategies for reducing taxes when you sell your stocks. (2,032 words)
- [Concentrated Stock Calculator](/calculators/concentrated-stock-diversification-calculator/index.html): Compare exchange funds, tax-aware long/short overlays, and selling to reinvest. Model taxes, growth, and risk for your concentrated stock position. (835 words)
- [Announcing our ‘Flagship Series’ Exchange Funds for Qualified Purchasers](/companion/select-exchange-funds/index.html): Discover the newest Cache Exchange Fund: built for qualified purchasers, including corporate executives, private wealth clients, family offices, and other high-net-worth individuals. (1,209 words)
- [Welcome to Cache](/companion-category/long-short/index.html): An institutional strategy to help manage taxes as you transition a highly appreciated portfolio. (422 words)
- [Welcome to Cache](/referral/index.html): When you refer friends to Cache Exchange Fund, you both get $100,000 managed free for one year. (935 words)
- [Legal documents](/legal/index.html) (373 words)
- [Welcome to Cache](/companion/index.html): Make better decisions for managing your large stock positions. Read our in-depth articles and guides, simulate your scenarios and get expert help from our team. (2,633 words)
- [Welcome to Cache](/companion-category/exchange-funds/index.html): Get a detailed view inside exchange funds. This definitive guide includes examples and details from setup to redemption to taxation. (573 words)
- [Welcome to Cache](/case-studies/three-bell-capital/index.html): Cache helps Three Bell Capital turn tough conversations about risk into a growth opportunity (1,567 words)
- [All in Cache Updates](/companion-category/cache-updates/index.html): Discover what’s new with Cache and our funds. Meet our team, check out our performance, and more. (557 words)
- [All in Stock Management](/companion-category/stock-management/index.html): Learn how to manage concentrated stock positions, borrow against stocks, and more. (433 words)
- [Long/Short Calculator](/calculators/concentrated-stock-diversification-calculator/embed/index.html): Compare exchange funds, tax-aware long/short overlays, and selling to reinvest. Model taxes, growth, and risk for your concentrated stock position. (76 words)
- [How can we help?](/help/index.html): Guides and answers for Cache's Exchange Fund, Long/Short, and Collar Advance products. (159 words)
- [Cache Exchange Fund Calculator](/companion/exchange-fund-tax-benefit-calculator/index.html): Try our personalized exchange fund calculator to see how Cache can help you diversify your concentrated stock positions. (32 words)
- [Welcome back](/login/index.html): Log in to your Cache account to manage your investments and exchange funds. (54 words)
- [Let's set up your profile](/advisor/signup/index.html): Sign up as an advisor with Cache to help clients diversify their portfolios. (19 words)
- [Check if your stock is a match for the Cache Exchange Fund](/companion/check-capacity/index.html): Holding on to highly appreciated stocks in your portfolio? Cache lets you exchange your stock for a diversified fund without triggering taxes. It's a technique used by the ultra-wealthy, now available for you. (14 words)
- [Welcome back](/advisor/login/index.html): Holding on to highly appreciated stocks in your portfolio? Cache lets you exchange your stock for a diversified fund without triggering taxes. It's a technique used by the ultra-wealthy, now available for you. (56 words)
- [Are](/enroll/index.html): Get started with Cache to diversify your portfolio with tax-efficient exchange funds. (22 words)
- [Diversify your stocks. Defer your taxes.](/product/exchange-funds/index.html): Diversify without a giant tax bill. Cache makes exchange funds more accessible by lowering investment minimums and fees. Benchmarked to NASDAQ-100. (7,688 words)

## Resources

- [Full Page Index](/index.html): Browse all cached pages with rich metadata
- [About This Cache](/content/about.html): Methodology, technical details, and usage guidelines
- [XML Sitemap](/content/sitemap.xml): Machine-readable sitemap for crawler discovery
- [Robots.txt](/content/robots.txt): Crawler directives