Foreign Stock Portfolio Tax Calculator

Foreign Stock Portfolio Tax Calculator helps estimate Korea-related investment or financial income tax from gains, cost basis, and rates.

Foreign stock portfolio tax inputs

Net gain before deduction

₩8,727,750

Basic deduction ₩2,500,000

Total tax

₩1,370,105

Effective rate 15.7%

Tax-loss harvesting

₩445,500

1 loss position(s)

Split-sale simulations

3

One-, two-, and three-year scenarios when useful.

Runs the Korean portfolio optimizer with realized trades, unrealized loss harvesting, annual basic deduction, and split-sale simulation. This English calculator calls the same pure tax calculation function used by the Korean page. Inputs and labels are translated; the formula is not replaced by a generic value-times-rate stub.

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Foreign stock portfolio tax optimizer

This page translates the Korean portfolio-level overseas-stock tax optimizer, including realized trades, unrealized loss harvesting, split-sale simulations, and the annual KRW 2.5 million deduction.

Portfolio-level netting

The calculator converts each realized trade into KRW using buy and sell exchange rates, subtracts commissions, and separates realized gains and realized losses across the portfolio.

After netting gains, losses, and commissions, the model applies the KRW 2.5 million annual basic deduction and then uses 20 percent national tax plus 2 percent local tax.

Tax-loss harvesting

Unrealized holdings with losses are analyzed as potential tax-loss harvesting candidates. Selling loss positions can lower the current-year taxable gain before the 22 percent effective tax is applied.

The Korean source ranks loss candidates and estimates tax saved if those positions are sold. It also keeps the before-harvesting and after-harvesting tax amounts visible.

Split-sale planning

When gains are large, selling over two or three years can reuse the KRW 2.5 million basic deduction each year. The model compares one-year, two-year, and three-year split sale scenarios.

This is a planning estimate. Actual tax planning must consider settlement date, market risk after delaying sales, foreign exchange changes, broker records, and whether another country also taxes the disposal.