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⚡ Automate Schwab tax lot extraction. Export cost basis, gain/loss, and holding period data for all investments in CSV or JSON
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📊 Schwab Tax Lot Extractor - Simplify Your Tax Reporting
Instantly extract and export all your tax lot information from Charles Schwab accounts with a single click. Perfect for tax planning, portfolio analysis, and record keeping.
✅ What It Does:
Automatically extracts tax lots from all positions in your Schwab account
Captures complete cost basis information for every holding
Exports data in CSV (Excel-compatible) or JSON format
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