Upload Trading History
Upload your Robinhood trading history CSV file to calculate realized gains/losses and estimated tax liability.
How to get your Robinhood trading history:
- Log into Robinhood on the web
- Go to Account → Statements & History
- Download your Account Statement or Trade Confirmation CSV
- Upload the file(s) below
Expected CSV columns: Activity Type, Date, Instrument/Symbol, Quantity, Price
Tax Summary
Green = Profit/Gain (you made money)
Red = Loss (you lost money)
⚠️ Warning (requires attention)
Net Realized Profit/Loss
Total gains minus losses from all trades
$0.00
Short-Term (≤1 year)
Taxed at ordinary income rate
$0.00
Long-Term (>1 year)
Taxed at preferential capital gains rate
$0.00
Estimated Tax Liability
Tax owed based on your selections
$0.00
Tax Settings
Realized Transactions
| Date Sold | Symbol | Shares | Buy Date | Buy Price | Sell Price | Gain/Loss | Type |
|---|
Tax Loss Harvesting Opportunities
Analysis will appear here after processing your data.
Wash Sale Analysis
Wash sale detection will appear here after processing your data.
Quarterly Tax Estimates
Quarterly payment schedule will appear here after processing your data.
Actionable Tax Strategies
Personalized recommendations will appear here after processing your data.
