Track unrealized and realized capital gains, detect tax-loss harvesting opportunities, and estimate your tax obligations across every position in your portfolio.
| Asset | Type | Qty | Cost Basis | Market Value | Gain / Loss |
|---|---|---|---|---|---|
| Apple Inc. | Stock | 50 | $7,425.00 | $8,950.00 | +$1,525.00 |
| Vanguard S&P 500 | ETF | 120 | $42,180.00 | $48,360.00 | +$6,180.00 |
| Microsoft Corp. | Stock | 25 | $9,375.00 | $10,475.00 | +$1,100.00 |
| Tesla Inc. | Stock | 15 | $3,750.00 | $2,910.00 | -$840.00 |
| iShares MSCI World | ETF | 80 | $6,400.00 | $7,120.00 | +$720.00 |
| Amazon.com Inc. | Stock | 20 | $3,580.00 | $3,940.00 | +$360.00 |
Everything you need to understand your tax position and save money at tax time.
Compare tax outcomes across multiple liquidation methods side by side to find the one that minimizes your tax bill.
Automatically detect positions with losses you can harvest to offset realized gains and reduce your tax liability.
Progressive tax brackets and holding period rules for the US, UK, Canada, Germany, Spain, Australia, and more.
Get warned about potential wash sale violations within the 61-day window before you make a trade.
See how currency movements affect your tax obligations on foreign holdings with historical exchange rates.
Download the complete tax report with lot-level details, ready for your accountant or tax filing software.
Common questions about the AllInvestView tax report.
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.
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.
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.
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.
Join thousands of investors who use AllInvestView to track capital gains and optimize their tax strategy.
Create Free Account