🏦 M1 Finance Open Tax Lot Preview

Preview short- and long-term capital gains and losses on your shares
as a function of total sale amount under M1 Finance's tax minimization strategy.

Import your Open Tax Lots .csv file

How to Download Open Tax Lots from M1 Finance

  1. Log in to your M1 Finance account at m1.com.
  2. Navigate to the Invest tab.
  3. Click on the Holdings tab within your portfolio.
  4. Locate the Downloads menu.
  5. Select Open tax lots from the dropdown to download the CSV file.

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