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Portfolio Simulator

Professional investment planning tool. Import holdings, simulate trades with tax analysis, and save scenarios to your account for future reference.

About This Tool

Portfolio Sources

Combine multiple brokerages by importing each source into one portfolio.
Fidelity CSV
Upload Fidelity positions and lot details via CSV.
New imports reset simulated trades to keep calculations accurate.

Saved Portfolio Scenarios

Save your portfolio presets and return anytime to refine your simulations.

Sign in to save portfolio presets and reload them anytime.

Need help?
Drag & drop your Fidelity positions CSV here
or click to browse files
No Portfolio Loaded
Upload your positions CSV to get started with the simulation.

How to Use the Portfolio Simulator

This free tool lets you import your brokerage exports and simulate trades before you execute them. See how a buy or sell order affects your taxes, including wash sale warnings.

Step 1: Export from your brokerage

Export a CSV from your brokerage. Fidelity users can go to Positions →Download. Robinhood users can download Account Activity as CSV fromStatements & History. More brokerages are coming soon.

Step 2: Upload Your CSV

Drag and drop your CSV file or click to browse. You can import multiple sources to aggregate a combined portfolio, and the simulator will parse each supported export.

Step 3: Simulate Trades

Click on any position to simulate a buy or sell order. The simulator shows:

  • Lot-level breakdown - See each tax lot with cost basis and holding period
  • Short vs long-term gains - Know your tax rate before you sell
  • Wash sale warnings - Get alerted if a trade triggers wash sale rules
  • Tax impact estimate - See approximate tax owed or saved

Privacy & Security

Your data stays local unless you save a scenario. By default, all processing happens in your browser. If you choose to save a scenario while signed in, we store your inputs securely so you can return and continue later.

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