Portfolio Tax Calculator
Capital gains, dividends, and withholding tax for investors across the United Kingdom, United States, India, Australia, Canada and Ireland, with jurisdiction-aware matching rules
Informational only, not tax advice. Always consult a qualified tax adviser before filing
What the calculator covers
Capital gains estimator
Realized and unrealized gains across every holding, with unused losses carried forward into later tax years.
Dividend and withholding breakdown
Group dividend income by holding, see withholding tax captured on each payment, and view the qualified versus ordinary split for US-jurisdictioned years.
What-if analysis
Model a hypothetical sale before you place the trade. See the estimated gain, loss offset, and where your year-to-date total would land once it settles.