My stocks
Keep your tax lots with a free account
Your lots are saved to your account and only you can see them. US federal rules only, not tax advice.
- 1Enter your lotsBuy date, shares and price for each purchase, and each sell. No brokerage login.
- 2See gains by tax yearShort and long term, matched oldest first or to the lots you pick, with a CSV export.
- 3Check before you sellLots below cost at the latest price, and wash-sale windows around every loss sale.