Know the tax impact.Then make the trade.

Map every lot, model a sale, and see the estimated tax impact before you trade—so your after-tax outcome is never an afterthought.

Current market pricesSaved sell scenariosShared accounts

Sell scenario

July liquidity plan

Example estimate

Estimated proceeds

$118,420

3 lots selected

COIN140 shares

Long term$43,890+$12,180

TWLO520 shares

Short term$34,320−$3,640

COF320 shares

Long term$40,210+$5,980

Estimated tax$3,720

After-tax proceeds$114,700

Effective tax drag3.1%

Sample 2026 account ratesIllustrative current prices

Import purchases, grants, and exercises. See cost basis, holding period, and current value together.

Choose exact lots and shares, then preview gains, losses, estimated tax, and after-tax proceeds.

Save scenarios, revisit them as prices move, and share account access with the people planning with you.