This is synthetic data of a demo user who has traded some stocks over the last year.

We see a list of the open and closed positions he has in his portfolio, in the current time frame. He made some gains and some losses.

The top bar chart shows different metrics about his performance regarding capital gains taxes - total estimated taxes, realized gains, unrealized losses, etc.

Click the table to show the history of purchases and sells in FIFO order of each symbol and see how each transaction impacts the tax picture.

You can also simulate a sell of a position (or fraction) for a given price to see how the bottom line is affected.

This guys’ tax can be cut by 155€. Can you find out how?