Your exit, planned.
Your lots, your sell prices, your tax bracket and state. See what you'd actually keep, which shares to sell first, and when waiting turns short-term tax into long-term.
Monthly income at% withdrawal from net proceeds: $0/mo
Uses 2026 IRS brackets, standard deduction, 0/15/20% long-term rates and 3.8% NIIT; 2026 state rates. Local taxes, AMT and credits aren't included.
Add the shares you own, lot by lot
Each lot is a purchase: shares, price paid and date. That's what decides short- vs long-term tax.
Set the prices you'd sell at. For each rung we pick the lots that cost the least tax.
No rungs yet. Add a price where you'd trim.
Add lots to see when each one turns long-term.
Estimated at today's price ($354.72) if the whole lot were sold, short-term now vs long-term after the date.
Your plan, in your inbox at 7:30 AM ET.
Weekdays: your stack before and after tax, the distance to your next sell price, lots about to turn long-term, the week's TSLA and SpaceX catalysts, and a callout when TSLA crosses one of your rungs.
Preview today's brief from this plan →Plan every lot, every rung.
- ✓ Unlimited lots + broker CSV import
- ✓ Full sell ladder, tax-smart vs FIFO
- ✓ Long-term countdown on every lot
- ✓ The Daily Brief, plus the Catalyst Desk when it launches