Tax Optimizer
YTD REALIZED --
Year-to-Date Realized Gains/Losses
Total gains and losses from closed positions this year. This is your taxable base — what you owe taxes on.
What it means
Monitor gains and pair with harvesting to minimize tax liability.
Breakdown
Short-term gains --
Short-term losses --
Long-term gains --
Long-term losses --
By source
Options premium --
Stock/ETF --
Assignments --
Short-term taxed at ordinary income rate. Long-term at preferential 0%/15%/20%.
From broker trade history Full breakdown →
TAX EST. --
Estimated Tax Liability
Projected tax you'll owe on realized gains this year. This is an ESTIMATE — consult your tax professional for exact amounts.
What it means
Check the Harvesting tab for opportunities to reduce this estimate.
Estimate breakdown
Taxable gains --
Effective rate --
Estimated tax --
Potential savings --
Your jurisdiction
Country --
Rate bracket --
Warning — Estimate only. Not tax advice. Consult a professional.
Calculated from realized trades Tax details →
HARVESTABLE --
Harvestable Losses
Unrealized losses in your portfolio that could be closed to reduce your tax bill. "Harvesting" means selling to realize the loss, then optionally replacing the position.
What it means
Review candidates. Watch for wash sale rules (30-day repurchase restriction).
Top harvest candidates
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Potential tax savings
If all harvested --
Wash sale safe --
Scanned from open positions Review candidates →
WASH SALES --
Active Wash Sales
Positions where a loss was realized but a substantially identical security was repurchased within 30 days before or after. The loss is disallowed until the replacement position is closed.
What it means
Wait 31+ days before repurchasing a symbol you sold at a loss.
Status
✓ No active wash sales
A wash sale occurs when you close a position at a loss and repurchase the same (or substantially identical) security within 30 days before or after. The IRS disallows the loss deduction — instead, it gets added to the cost basis of the replacement position.
When would this trigger?
If you sell GOOG shares at a loss and still hold (or rebuy) GOOG shares or GOOG options within 30 days — the loss is deferred until you close the replacement position.
IRS 30-day wash sale rule applies. Loss is deferred, not lost — added to replacement cost basis.
Tracked from trade history View details →
DAYS TO YE --
Days to Year End
Countdown to December 31. Tax planning actions must be executed before year end to affect this tax year.
What to do
Start planning harvesting in Q3. Execute before mid-December to avoid wash sale issues.
Key dates
Tax Season Mode --
Last trading day --
Settlement cutoff --
Next quarterly payment (USA)
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Calendar-based Year-end planning →
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Estimates only — not tax advice. Always consult a qualified tax professional for your specific situation.
Estimated Liability (Range)
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Based on YTD realized gains
Realized Gains YTD
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Net short-term + long-term
Wash Sale Warnings
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Active wash sale windows
Harvestable Losses
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Loss Carryforward
N/A
Next Quarterly Payment
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Tax Alerts
Year-to-Date Summary
Quarterly Estimated Payments
Roll Tax Impact
Positions to Review
Wash Sale Monitor
Tax Planning Checklist
Positions — Tax View
Holding Period Tracker
Year-End Planning
Reports
For Your Tax Professional
All tax estimates are for informational purposes only and do not constitute tax advice. Always consult a qualified tax professional for decisions affecting your tax liability.
PortfolioShield provides informational tools only — not investment advice. All trading decisions are yours. See Terms of Service.
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