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Realized gains from
your broker CSV

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Import broker CSV/ExcelExport capital-gain worksheetsRuns locally in your browserP&L is calculated only in your browser. Nothing is uploaded, and no account is required.

See the before-and-after workflow

Before: raw broker trade history

Trade Date
Symbol
Side
Qty
Price
Amount
2024-01-08
AAPL
Buy
50
182.40
9120.00
2024-01-15
MSFT
Buy
20
391.30
7826.00
2024-01-22
AAPL
Buy
30
185.00
5550.00
2024-02-01
NVDA
Buy
10
672.10
6721.00
2024-02-15
AAPL
Sell
40
193.80
7752.00
2024-02-20
TSLA
Buy
15
193.50
2902.50
2024-02-28
MSFT
Sell
20
409.20
8184.00
2024-03-05
NVDA
Buy
5
704.40
3522.00
2024-03-12
TSLA
Sell
8
201.20
1609.60

After: clear realized P&L report

Net realized P&L
$2,400
Based on 2 realized trades across 3 symbols, using Average Cost.

Open positions

Symbol
Name
Qty
Unit cost
Total cost
AAPL
Apple
40
$184.25
$7,370.00

Trade records

Date
Symbol
Name
Side
Qty
Amount
Fees
Realized P&L
2024-02-15
AAPL
Apple
Sell
40
$7,752.00
$4.50
+$378.00
2024-01-08
AAPL
Apple
Buy
80
$14,592.00
$8.00
—
2024-01-15
MSFT
Microsoft
Buy
20
$7,826.00
$4.00
—
2024-02-28
MSFT
Microsoft
Sell
20
$8,184.00
$4.00
+$354.00

Product highlights

Trade matching

Pair sells to buys automatically

Multi-currency

Normalize FX into one report

Clear P&L detail

Realized gain by security

Audit-ready export

Worksheets for tax prep

Plans and feature comparison

Plans and feature comparison
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Pro
  • Multi-file CSV/Excel import✓✓
  • FIFO / average cost realized P&L✓✓
  • Multi-account, sync, detailed reports & API—✓