THv2 / DECIDE / Tax Optimizer

Tax Efficiency Analyzer

LTCG · STCG · Tax-Loss Harvesting — Estimate your portfolio's tax exposure and generate an optimised harvesting sequence.

Portfolio Positions
Symbol Shares Avg Cost ($) Purchase Date Current Price ($)
Total Value
Total Gain
Total Loss
Est. Tax Liability
Harvestable Savings
Gains & Losses Detail
Symbol Type Days Held Cost Basis Current Value Gain / Loss Tax Impact
Tax-Loss Harvesting Opportunities

No TLH candidates — all positions are at a gain or within the $500 threshold.

Tax Summary
LTCG Tax (23.8%)
Long-term capital gains
STCG Tax (37%)
Short-term capital gains
Total Estimated Tax
If all positions sold today