Use complete source data
Work from original exports and contemporaneous records. Do not enter guessed values as if they were verified.
See which oldest purchase lots a disposal consumes and estimate the resulting gain or loss.
Practical guidance
Purchase lots are ordered by date. The calculator consumes the oldest quantity first, allocates its proportional cost, and continues until the disposal quantity is covered. It then compares that basis with net proceeds.
Work from original exports and contemporaneous records. Do not enter guessed values as if they were verified.
Check dates, currency, quantities, fees, and assumptions before using an output in tax software or a filing.
Save original statements and notes that allow you or an adviser to reproduce the result.
No. Permitted cost-basis methods differ by country and sometimes by wallet or account. Verify the applicable method before filing.
No. This tool runs locally in your browser. Analytics records page usage, not the financial values you enter.