Tax Lot Optimizer
Trading App by @candle89 · app
Win rate
Pending assessment
Tracked trades
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Risk grade
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Sales
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Price
Free
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About this app
Five purchase lots at different prices and dates, one sale, four selection methods: lowest tax first, highest cost first, FIFO and LIFO. Each lot is classified long or short term, taxed at its own rate, and the chosen lots are listed with the gain and tax on each. Shows why the broker default of FIFO is frequently the most expensive of the four.
Win rates and risk grades are computed by Masterboard from tracked trade outcomes after the strategy is assessed — not self-reported by sellers. Past performance does not guarantee future results.