Per-lot tax

Understand your tax, lot by lot

Every purchase is tracked on its own — its buy date, cost, and the exact rule that applies when you sell.

Demo portfolioNot tax advice

Pick where you're taxed — every figure and rule below updates to that jurisdiction.

How per-lot tax works

Each lot (one purchase) is taxed on its own. Three things decide what you owe:

Cost basis

What you paid for the lot. is price per share × shares — your gain is measured against it.

Holding period

How long you've held it. past 1 year, Slovakia taxes the gain at 0%.

Realised vs unrealised

Tax applies only when you sell. A loss can be used via .

Your lots

Per-lot tax breakdown of the demo portfolio
TickerSharesBuy dateCost basisPrice nowGain / LossHolding periodTax status
Demo dataDecision-support only · Not investment advice

Tax-loss harvesting

Lots currently at a loss. Selling one realises the loss, which can offset taxable gains elsewhere.

Jurisdiction rules

Two supported jurisdictions — the rules differ, shown side by side.

Slovakia (SK)
  • 0%Held more than 1 year → capital gains are tax-exempt.
  • 19%Held 1 year or less → gain taxed at 19%.
Threshold is a step (1 year), not a gradual decline.
Slovenia (SI)
  • Rate declines with years held — the longer you hold, the lower the rate.
  • 0%Reaches 0% once the longest holding band is met.
A sliding scale by years held — distinct from SK's single 1-year step.

Rules verified Sep 2026 · rates and thresholds may change — confirm with a licensed tax advisor for your jurisdiction.

Tax figures are illustrative and derived from demo per-lot data (acquisition dates, cost basis, current prices). They are decision-support only, not tax or investment advice. Per-lot calculations use real acquisition dates; SK & SI thresholds verified at time of writing — rates may change. Consult a licensed tax advisor for your jurisdiction.