For optimizers

The return that reaches your account is the after-tax one

Which parcel is sold, how long it has been held and how much of the year's exemption is left all change the number. The simulators compute each of those effects from the rules rather than from a rule of thumb.

Per parcel, not per position

A position built over four years is four acquisition prices with four dates. Averaging them is where most spreadsheets quietly go wrong.

The holding clock

How long a parcel has been held can decide whether its gain is taxed at all. The simulator dates each parcel and names the rule it applied.

The yearly exempt amount

The exemption runs per year and is consumed by the gains already realised in it. The simulator tracks what is left rather than assuming a full allowance.

The rules in detail

All guides

The figure, and the reasoning behind it

The simulators publish their method and flag the rules that are still unsettled instead of rounding them away. A shared link replays exactly the same calculation.

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Frequently asked questions

Which parcel does a sale use?
The cost-basis method is a rule parameter rather than a preference: the methodology page names the one applied and where it comes from.
How is the yearly exemption applied?
It is set against the year's realised gains, in the order the engine computes them, and the simulator shows the headroom left. Where the underlying rule is still disputed, the page says so rather than picking a side quietly.
Does a long holding period change anything?
The regime provides a long-holding exemption, expressed in years. The capital-gains simulator dates each parcel and states which rule its gain fell under.
Does my broker withhold this?
Some do, some do not, and some withhold at a rate that cannot be argued with. The tools list what each broker is reported to do and flag the cases where two of them contradict each other.