Free tool
Exit Strategy Planner
Add your holdings and the sell prices you want to test. Tax lines use example rates you can change. Nothing here is a recommendation, and no data leaves your browser.
Add a holding
Example rates only. Replace them with your own assumption; they are not your tax rate.
Add a holding above to start building your exit plan.
Before you sell: planning notes
Example: split a sale across prices you choose
Splitting a sale across more than one price is one way to reduce timing risk. This is an illustration, not a recommendation. If a target were $100K BTC, an example ladder you can replace is 20% at $80K, 30% at $100K, and 50% at $130K. Enter your own prices and amounts above.
Example tax rates, not your tax
Assets held longer than one year are generally taxed as long-term capital gains. Assets held one year or less are generally taxed as ordinary income. This tool starts with example rates of 15% long-term and 30% short-term. Change them to your own assumption. They are not your tax, and waiting to cross one year does not by itself tell you what you would owe.
Limit orders vs. market orders
When executing large sells, limit orders let you control the exact price. Market orders on large positions can cause slippage, especially on thinner order books.
Plan for tax payments before you spend
Set aside your estimated tax obligation immediately after selling. Many people spend their gross proceeds and face a painful tax bill. Your net proceeds, not gross, are what you actually have.
Document everything for your CPA
Record the date, quantity, price, exchange, and transaction ID for every sell. Your CPA needs this for accurate reporting, and exchanges don't always provide clean records.
No data leaves your browser. All calculations are performed locally.