1. Payslips
  2. Interest & dividends
  3. Stock sales
  4. Small business
  5. Home & property
  6. Retirement
  7. Advanced
  8. Past, present, future
  9. What-ifs

Stock sales

Every lot, matched right.

Pfifi knows every share you own, where it came from, and what selling it will cost.

1

Every lot, every account

Purchases, reinvested dividends, RSU vests and shares transferred from another broker, each with its own date and cost.

  • Bought Mar 1, 2023 · 50 shares$200
  • Reinvested dividend Dec 18, 2024 · 1.4 shares$284
  • RSU vest Feb 15, 2025 · 25 shares$296
  • Transferred in from another broker · 30 shares$280
2

Choose before you sell

Compare first-in-first-out with the lots that cost the least tax, then tell your broker which ones to sell.

Sell 60 fund sharesJul 1 at $310 · Example
BoughtSharesCostTermGain
Mar 1, 202350$200Long+$5,500
Nov 15, 202410$280Long+$300
Net gain+$5,800
Est. federal tax$870
3

Your 1099-B, checked

Brokers often report $0 basis on RSU shares, so you’d pay tax twice. Pfifi catches it before it reaches your return.

RSU shares sold · 25 shares
Basis on your 1099-B$0
Corrected basis$7,400
The $7,400 was already taxed on your W-2. Form 8949 is ready with the adjustment.

Also included

  • Wash sales across accounts. Including IRAs, where a disallowed loss is gone for good.
  • Form 8949 ready. Every sale, with its codes and adjustments.
  • Short and long term. Holding periods tracked to the day.
  • Crypto. Tracked the same way, lot by lot.

Like what you see? Join the waitlist, then upload your documents to go first.