Stock Sale Optimizer

Keep More of Your Money. Keep All of Your Data.

Export your lot details from your broker — that's the list of shares you bought, when, and at what price. We'll find the lowest-tax ones to sell, all in your browser.

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Click to upload or drag & drop

Drag & drop the CSV file you downloaded from your brokerage. We'll help you map the date, quantity, and price.

Current Share Price ($)

Target Amount ($) (Cash to raise)

Short-Term Tax Rate

Long-Term Tax Rate

Keep More of Your Money. Keep All of Your Data.

2025 Federal Income Tax Rates

Long-Term Capital Gains Rate

Sales Plan