Finance

Capital Loss Harvesting Calculator

Estimate potential harvested losses, offset capital gains, model short-term vs long-term netting, and project carryforward with customizable rates and limits.

Loss Harvesting Gain Offsets Tax Impact Carryforward

Capital Loss Harvesting Planner & Tax Impact Estimator

Model single-position harvesting, portfolio batches, net gain/loss after offsets, estimated tax reduction, and carryforward for future years.

Currency

Asset Label

Shares / Units to Sell

Cost Basis per Share

Current Price per Share

Holding Category

Estimated Fees

Sale Date

Currency

Sale Date

Fees per Row (Optional)

Max Rows to Export

Asset	Shares	Basis/Share	Price/Share	Category	Fees	Realized P/L

Currency

Realized Short-term Gains (Before Harvesting)

Realized Long-term Gains (Before Harvesting)

Harvested Short-term P/L

Harvested Long-term P/L

Short-term Tax Rate (%)

Long-term Tax Rate (%)

Other Income Tax Rate (%)

Other Income Offset Limit (If Applicable)

Prior-Year Loss Carryforward

Currency

Export Source

Export Format

Single Position P/L

—

Batch Net P/L

—

Estimated Tax Reduction

—

Carryforward Estimate

—

Exports are designed for planning and recordkeeping. Your brokerage statements and tax forms are the source of truth for reporting. If you are managing multiple accounts, include all relevant transactions when evaluating any anti-avoidance rule risk.

Capital Loss Harvesting Calculator

Capital Loss Harvesting Planner & Tax Impact Estimator

Proceeds

Cost Basis

Realized P/L

Harvested Loss (if negative)

Total Short-term P/L

Total Long-term P/L

Total Harvested Loss (if negative)

Net P/L (All Rows)

Tax Before Harvesting

Tax After Harvesting

Estimated Tax Reduction

Net Capital Position

Unused Loss to Carry Forward

Other Income Offset Used

Single Position P/L

Batch Net P/L

Estimated Tax Reduction

Carryforward Estimate