Concentrated stock exposure planner
Show household concentration, downside scenarios, and a directional tax-aware sale budget.
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Results update as you change the inputs.
Current single-stock concentration$50
- Portfolio concentration
- 50.00%
- Illustrative gain on entered sale
- $35,000
- Illustrative tax reserve
- $0
- After-tax sale proceeds
- $50,000
Diversification, Rule 10b5-1 plans, blackout periods, option type, charitable gifts, and wash-sale rules are not determined by this tool.
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Use the estimate to ask a better question.
Bring the assumptions, your records and the result to a tax professional before acting on a material tax or retirement decision.