TaxWise - Investment Tax Tool

TaxWise is a simple investment tax tool that helps you avoid tax surprises. Enter your investment gains and losses throughout the year and see your estimated federal tax bill in real-time.

WHAT IT DOES: • Calculate your year-to-date profit/loss automatically
• Estimate your federal tax liability using 2025 tax rates • Test different investment scenarios and see tax impact before you trade • See if selling losing investments could lower your tax bill • Understand the difference between short-term and long-term capital gains

HOW IT WORKS:

1. Add transactions: Enter the profit/loss amount, investment type (long/short-term), transaction name, and sell date
2. Set your tax rates: Configure your federal tax brackets in settings
3. View your summary: See total profit/loss and estimated taxes owed

PERFECT FOR:

• Casual investors who make occasional stock trades
• People who got surprised by tax bills in previous years
• DIY investors who want to track taxes throughout the year
• Anyone who prefers simple tools over complex tax software

KEY FEATURES: • Automatic tax calculations using current federal rates • Clean dashboard showing total profit/loss and estimated taxes • Scenario planning to test investment moves before trading • Settings to adjust your tax bracket percentages • All data stays private on your device - no cloud storage • Simple, iOS-style interface that's easy to use

IMPORTANT NOTES:

• Federal taxes only (state taxes calculated separately)
• Estimates only - consult a tax professional for official advice
• 2025 tax year rates included
• Your data never leaves your device

Stop getting surprised by tax bills. Start tracking your investment taxes with TaxWise today.