Cost basis is what you paid for an investment; tax lots are the separate purchases that make it up. Both decide your taxable gain.
PortfolioPilot shows an average cost basis per holding, matches lots first in, first out for tax estimates, and lets you add missing basis. Without basis, estimates show ranges instead of exact figures. Part of Gold.
Illustrative lots.
PortfolioPilot cost basis and tax lots demo. Illustrative lots.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
Add any missing basis for your securities.
Tax figures become exact instead of ranges.
For every tax estimate.
Per holding.
Lots are matched in purchase order.
Missing dates or basis give ranges.
You cannot choose specific lots in the app.
Estimated federal tax on what you sold or plan to sell.
Recommendations and the order execution list.
Positions with losses you could sell to offset gains.
Upload a PDF, spreadsheet or screenshot and review.
Add your accounts and see it for your own situation.
Get startedShort answers here, with a link to the full help center article where one exists.
See the Help Center. Read more in the Help Center →
The oldest, first in, first out.
No.
Gold and above.
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