How to Calculate Capital Gains from a Brokerage Statement
Capital gains are just proceeds minus cost basis per lot — but only once your trades are in columns. Here's how to turn a PDF statement into a gains calculation.
Get proceeds and cost basis into rows
Convert the statement so each sale is a row with quantity, proceeds, and cost basis. Once it's tabular, realized gain per lot is a single subtraction, and totals are a sum.
Separate short-term and long-term
With trade dates in a column, you can split holdings by holding period to distinguish short-term from long-term gains — the split that drives your tax rate.
Reconcile across accounts and currencies
Convert statements from every broker into the same layout, including foreign and multi-currency accounts where the currency is preserved, so your total gains picture is complete.
Do it faster with Pro
Pro's batch conversion and Excel output turn a year of statements into one workbook, and the TXF/1099 export takes you from calculation straight to filing.
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