Overview
⚡ Automate Schwab tax lot extraction. Export cost basis, gain/loss, and holding period data for all investments in CSV or JSON
📊 Schwab Tax Lot Extractor - Simplify Your Tax Reporting Instantly extract and export all your tax lot information from Charles Schwab accounts with a single click. Perfect for tax planning, portfolio analysis, and record keeping. ✅ What It Does: Automatically extracts tax lots from all positions in your Schwab account Captures complete cost basis information for every holding Exports data in CSV (Excel-compatible) or JSON format Shows gain/loss amounts and percentages Identifies short-term vs long-term holdings Processes multiple accounts in one session 📋 Key Data Extracted: Purchase dates and quantities Cost per share and total cost basis Current market value Unrealized gains/losses ($ and %) Holding period classification Account information 🎯 Perfect For: Year-end tax planning and preparation Tax-loss harvesting decisions Portfolio rebalancing analysis Investment record keeping CPA/accountant documentation Capital gains planning ⚡ How It Works: Navigate to your Schwab positions page Click the extension icon Press "Start Extraction" Watch as it processes each position automatically Export your data as CSV or JSON ✨ Features: Simple one-click operation Visual progress tracking Automatic error recovery Resume interrupted extractions No data leaves your computer - 100% private Works with all Schwab account types 🔒 Privacy & Security: All processing happens locally in your browser. No data is sent to external servers. Your financial information never leaves your computer. Save hours of manual data entry and ensure accurate tax lot tracking for your investment portfolio. 🚀 Keywords: Schwab, tax lots, cost basis, capital gains, tax reporting, portfolio export, investment tracker, tax planning, CSV export, gain loss
Details
- Version1.0.0
- UpdatedAugust 18, 2025
- Size21.58KiB
- LanguagesEnglish (United States)
- DeveloperWebsite
Email
support@boostsir.com - Non-traderThis developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.
Privacy
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
