Tax Optimizer Demo

See how our Tax Optimization Algorithm automatically selects the optimal lots to minimize your capital gains taxes.

Tax Optimizer v2.3

Interactive Demo Coming Soon

We're deploying our Tax Optimizer to Streamlit Cloud. In the meantime, check out what it can do:

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Getting Started

  1. Click Create Sample Data in the sidebar to load a demo portfolio with live prices, or upload your own CSVRequired Format:
    lot_id, timestamp, type, Currency, quantity, cost_basis    .
  2. Adjust your tax parameters (carry-forward losses, tax rates, OID limit) in the sidebar.
  3. Go to the Purchase tab, enter a dollar amount, and click Buy to simulate a debit card purchase.
  4. The system automatically selects the lots to sell to fund your debit card purchase using the Tax Optimization Algorithm.

Reading the Results

  1. The Tax Status panel (top right) shows your running capital gains, carry-forward losses, and ordinary income credit.
  2. The Portfolio tab shows your remaining lots with current values and unrealized P&L.
  3. The History tab logs every purchase and the individual lot sales that filled it.
  4. The Tax Detail tab breaks down how gains and losses are netted using IRS rules.