Allokeasy

Optimize your portfolio allocation with tax considerations.

How to use this website

How to interpret the results

Portfolio optimization calculation inputs

Portfolio export (.csv file like "cost_basis_vanguard.csv"):

Annual Income (for determining tax bracket for realized gains):

Tax Filing Status: Single Married Filing Jointly Married Filing Separately

Risk Free Rate (currently 4%):

Calculate based on this historical period (default: past 5 years)

Start Date:

End Date:

Submit