Capital gains tax reporting, FIFO vs LIFO, tax-ready CSV exports, and country-specific CGT rules.
Learn how to track M&A deals like Eli Lilly's Ajax acquisition. Guide covers dividend changes, tax implications, and portfolio impact for affected shareholders.
PortfolioTrackr's built-in capital gains report calculates your realised gains and losses using FIFO, by tax year, per trade, with short vs. long-term split.
Common questions about portfolio tax reporting.
The Tax & Reporting category covers Capital gains tax reporting, FIFO vs LIFO, tax-ready CSV exports, and country-specific CGT rules. It is updated as new PortfolioTrackr guides in this topic area are published.
We publish new articles across all topics approximately twice a week, on Mondays and Thursdays. Follow the RSS feed at /blog/rss.php to get new posts automatically.
Start with the oldest articles in this category — they are usually the foundational guides. Work forward in date order for more advanced or niche topics. Use the search on the main blog to find specific tickers, brokers, or markets.