SafeFinance Plus toolkit

Tax-Loss Harvesting

Upload your exchange CSVs. We replay every trade with strict FIFO matching, score each open lot at today's spot price, and surface exactly which positions you can sell at a loss to offset realised gains. Pay less tax this year, legally.

Live prices · FIFO lot matching · Files are processed and discarded - never stored

1. Upload your transactions

Add up to 5 CSV files. Pick the matching exchange for each one - the parser handles each exchange's quirks. We compute open positions across the entire ledger, so include every year you've held the assets.

Drag & drop your CSV files here or .csv only · up to 10 MB total · max 5 files

2. Tax assumptions

Use your marginal capital-gains rate. US: long-term tops at 20%, short-term taxed as ordinary income (often 22-37%). EU / UK / Israel typically 25-30%. The estimate scales linearly so dialling it up just multiplies the savings figure - the harvest list itself doesn't change.