Use Case: I want to quickly identify Long Term tax lots as candidate for potential sell. I do not want to have to look at everything and manually make a list. You already identify Long-term vs. Short-term. You already create a list of Short-term-only approaching Long-term, but you do not have a way to filter/display of Long-term-only tax lots for potential sell.

7 votes

2026 © AllInvestView

Twitter YouTube Reddit Feature Requests Support Pricing Help

Support email: [email protected]

Free Trackers · Dividend Apps · Tax Reporting · UK · Australia · Germany · Guides · Ticker Logos

Stock Directory · Financial Glossary · Portfolio Templates · Top Dividend Stocks · Investing in US · Investing in UK · Import Guides · Stock Comparison · Earnings Recaps

Data disclaimer: AIV (AllInvestView) assumes no liability for the information presented. Users are encouraged to exercise caution and carefully consider the accuracy, completeness, and relevance of the information provided.

It's important to remember that our website should complement your independent market research rather than replace it. The past performance of assets should not be regarded as a guarantee of future results. AllInvestView is not a registered investment advisor or broker/dealer, and the information presented here is for educational and informational purposes only. We value your trust and are committed to providing you with valuable market insights while emphasizing the importance of responsible decision-making in your investment journey.

Filter and display tax lots that are Long Term only for potential sell

Discussion (0 comments)