FairShares Layman's
Master Your Investment Tax Strategy, Track Your Tax Lots,
Analyze After-Tax Returns, and Become a Smarter Investor
Features
Understand Your Tax Liability
Make Better Investment Decisions
Holding Analysis
Track your dividends, tax lots and transactions all in one place. View your realized and unrealized gains and losses at the holding level, providing comprehensive insights into your investments.
Special Case
Navigate special tax scenarios with ease.
TaxLot Analysis
Gain clear insights into your tax liability with our tax lot analysis.
Sale Analysis
Gain insights into your open tax lots and understand your after-tax liability when you decide to sell.
Tax Drag Metrics
A crucial Metric for determining your after-tax returns understand how taxes impact your investment performance. Use this key metric to optimize your portfolio and maximize your net gains.
Dividend Tax Liability
Understand Your Dividend Tax Liability Easily track and analyze your dividend tax obligations. Get clear insights into both qualified and ordinary dividend taxes.
Prices that make sense!
Will make you understand investment tax liability.
$Custom Price / month
RoboTax Access
CleanNAV Tech funds
Data available via secure API
Multi-user administration
International datasets
Much More.....