Stock Tax Calculator
Drop your broker CSV in below. We FIFO-match every disposal against the right acquisition lot, classify short-term and long-term gains, and hand you a full breakdown of your realised gains for the year. Free while in beta.
1. Upload your transactions
Add up to 5 CSV files. Pick the matching broker for each one - the parser handles each broker's quirks for you.
2. Reporting options
US short / long-term breakdown
Things to check
Disposals
Per-disposal breakdown with FIFO matching.
How to read this: the Disposed date is the taxable event (it determines the tax year). The Acquired date is the FIFO lot you originally bought - it sets your cost basis and your holding period. Lots from prior years are normal and expected; only disposals dated in your selected tax year count toward this year's totals.
| Asset | Acquired (cost basis date) | Disposed (tax event) | Quantity | Cost basis | Proceeds | Gain / loss | Class |
|---|
Methodology note. Calculations use FIFO (First In, First Out) matching, the same method used by most brokers including Schwab, Fidelity, and Interactive Brokers. FIFO is the most common method accepted by tax authorities worldwide. Each sale is matched against the earliest available purchase lot to determine your cost basis and holding period.