Charles Schwab Tax Lot Extractor icon

Charles Schwab Tax Lot Extractor

by BoostSir · boostsir.com · Tools
Established publisherManifest V3 Free
View in Chrome Web Store Data as of 17 Oct 2026

⚡ Automate Schwab tax lot extraction. Export cost basis, gain/loss, and holding period data for all investments in CSV or JSON

Users
199
+25 in 30 days
Rating
3.0 / 5
unchanged in 30 days
Ratings
2
0 in 30 days
Store rank
#64K
#54K among extensions
Version
1.0.0
updated 18 Aug 2025

Users

monthly, 14 months
0100199Aug 2025Apr 2026Oct 2026
Latest, 17 Oct 2026: 199 usersMove the mouse over the chart for any month

Ratings count

monthly, 14 months
012Aug 2025Apr 2026Oct 2026
Latest, 17 Oct 2026: 2 ratingsMove the mouse over the chart for any month

The Chrome Web Store rounds user counts down to the leading digit, so the user line moves in steps. The ratings count is exact and is the better signal of real adoption.

About Charles Schwab Tax Lot Extractor

📊 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 Shows gain/loss amounts and percentages Identifies short-term vs long-term holdings Processes multiple accounts in one session 📋 Key Data Extracted: Purchase dates and quantities Cost per share and total cost basis Current market value Unrealized gains/losses ($ and %) Holding period classification Account information 🎯 Perfect For: Year-end tax planning and preparation Tax-loss harvesting decisions Portfolio rebalancing analysis Investment record keeping CPA/accountant documentation Capital gains planning ⚡ How It Works: Navigate to your Schwab positions page Click the extension icon Press "Start Extraction" Watch as it processes each position automatically Export your data as CSV or JSON ✨ Features: Simple one-click operation Visual progress tracking Automatic error recovery Resume interrupted extractions No data leaves your computer - 100% private Works with all Schwab account types 🔒 Privacy & Security: All processing happens locally in your browser. No data is sent to external servers. Your financial information never leaves your computer. Save hours of manual data entry and ensure accurate tax lot tracking for your investment portfolio. 🚀 Keywords: Schwab, tax lots, cost basis, capital gains, tax reporting, portfolio export, investment tracker, tax planning, CSV export, gain loss

Growth

WindowUsersChangeRatingsRating
7 days+6+3.1%00.00
30 days+25+14.4%00.00
6 months+96+93.2%+1−2.00
1 year+187+1558.3%+2+3.00

Version history

1 versions recorded
1.0.018 Aug 2025

Details

Category
Tools
First seen
18 Aug 2025
Size
22 KB
Languages
en-US
Pricing
Free
Privacy policy
boostsir.com
Extension ID
nfngfaakmkihccflfeikhdogangajljc

Permissions and risk

Low riskimpact 1, likelihood 2
Permissions
storageactiveTabscripting
Site access
*://client.schwab.com/*

Alternatives to Charles Schwab Tax Lot Extractor

Extensions that rank for the same store searches or share the Tools category, ordered by users