When you sell, ProjectionWealth shows which lots are being sold and what the tax looks like — before you confirm. So there are no surprises at the end of the year.
Sell a holding
Step 1: Open the Sell form
On the holding's page, click Sell. The form shows how much you have available and your average cost.
Step 2: Enter the sale
Fill in the Sell Date, Quantity and Sell Price. Charges (auto) fills itself. As you type, a FIFO Lot Matching panel appears.
The FIFO Lot Matching panel shows the lots sold, the P&L and the STCG Tax.
Step 3: Read the lot preview
Selling uses FIFO — your oldest units go first. The panel lists each lot with its gain and whether it counts as LTCG or STCG. The bottom row totals the P&L and the estimated STCG Tax.
Note: Older lots (held over a year) show as LTCG; recent ones as STCG. Because it's FIFO, selling a smaller amount tends to release your oldest, longest-held units first.
Step 4: Confirm
Happy with it? Click Confirm Sell. The sale is booked, your quantity drops, and the realized gain moves into your sold records.
Tip: Want to test different amounts without booking anything? Use the Tax outlook slider on the holding's page — it previews the tax for any partial sale.