Free Tax Report

Investment Tax Report

Track unrealized and realized capital gains, detect tax-loss harvesting opportunities, and estimate your tax obligations across every position in your portfolio.

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The tax report positions table with quantity, average cost, price, value, unrealised and realised result, dividends, total return and the tax owed if sold The tax report positions table with quantity, average cost, price, value, unrealised and realised result, dividends, total return and the tax owed if sold
Every position with what it has made, what it has paid out, and the tax it would owe if you sold today.
The tax summary cards: unrealised gains, unrealised losses, estimated tax if realised, period realised, dividends, total return and currency impact The tax summary cards: unrealised gains, unrealised losses, estimated tax if realised, period realised, dividends, total return and currency impact
The whole tax year on one line: gains, losses, what you have realised, dividends and the currency effect.
The tax loss harvesting panel listing positions at a loss with their unrealised loss, potential tax saving, holding period and wash sale status The tax loss harvesting panel listing positions at a loss with their unrealised loss, potential tax saving, holding period and wash sale status
Positions at a loss, the tax each one could offset, and whether the wash-sale window is clear.

Run this on your own holdings

Add your trades or connect a broker, and the same report is built from your positions.

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The screens above use a demonstration portfolio, not real holdings.

What's Inside the Tax Report

Everything you need to understand your tax position and save money at tax time.

FIFO, LIFO & Average Cost

Compare tax outcomes across multiple liquidation methods side by side to find the one that minimizes your tax bill.

Tax-Loss Harvesting

Automatically detect positions with losses you can harvest to offset realized gains and reduce your tax liability.

Multi-Jurisdiction Support

Progressive tax brackets and holding period rules for the US, UK, Canada, Germany, Spain, Australia, and more.

Wash Sale Alerts

Get warned about potential wash sale violations within the 61-day window before you make a trade.

FX Impact Tracking

See how currency movements affect your tax obligations on foreign holdings with historical exchange rates.

Export to CSV & PDF

Download the complete tax report with lot-level details, ready for your accountant or tax filing software.

Frequently Asked Questions

Common questions about the AllInvestView tax report.

What cost basis methods does the tax report support?

AllInvestView supports FIFO (First In, First Out), LIFO (Last In, First Out), and Average Cost methods. You can compare all three side by side to see which method minimizes your tax liability for the current period.

How does tax-loss harvesting detection work?

The tax report automatically identifies positions currently at a loss that could be sold to offset realized capital gains. It shows the potential tax savings and flags any wash sale risks within the 61-day window.

Does the report support international tax jurisdictions?

Yes. AllInvestView supports progressive tax brackets and holding period rules for multiple countries including the US, UK, Canada, Australia, Germany, Spain, and more. It also tracks FX impact on foreign holdings.

Can I export the tax report for my accountant?

Yes. You can export the full tax report as CSV or PDF, including realized gains, unrealized positions, dividend income, and lot-level details. The export is formatted for easy review by tax professionals.

Related Guides

Investment Tax Reporting Guide

Complete guide to reporting capital gains, dividends, and investment income on your tax return.

FIFO vs LIFO Guide

Choose the right cost basis method for your portfolio and understand the tax implications.

Tax-Loss Harvesting Guide

Learn how to strategically sell losing positions to reduce your overall tax bill.

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