Charles Schwab Tax Lot Extractor

About

📊 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. 🚀

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