Finance · Free now

Tax Lot CSV

Turn an exchange trade export into realised gains, lot by lot, under FIFO, LIFO or HIFO. Your export never leaves the tab.
Your data stays in this tabGives you Realised gains CSV, Open lots CSV, Summary
Tax Lot CSV is ready for input.
Read in this tab. The file that lists everything you own never leaves the browser.

Step 1

Add your files

Paste from clipboard

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Add files to populate the queue. After that you can tune controls, run the job, and download outputs from the same panel.

Step 2

Set controls

Step 3

Run tool

Waiting for files and settings.

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Pick files and run the tool.

Notes

The method changes the answer, often by more than anything else in a return. Run it three times and compare.
Wash sales are not modelled, and this is arithmetic rather than tax advice.

Use it forWorking out realised gains from your own exchange export, and seeing how much the accounting method changes the answer.

Good to knowEvery other tool that does this wants your whole trade history on their server. This one reads the CSV in your browser and writes the answer back out, so the file that lists everything you own never moves.

  • Tax lots
  • FIFO
  • HIFO
  • Realised gains
  • Offline

Where your data goesNowhere. The work happens in this tab.