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Tax-optimal RSU Sales

rsu_sales.py

  1. Make sure google-ortools, pandas, and BeautifulSoup are installed in your Python environment.
  2. Go to the Shareworks page containing a <table> with detailed RSU allocations. In the browser, click to Inspect the HTML, then copy the outerHTML containing the <table> into a local file (e.g shareworks-file.html).
  3. Call the solver from the command line, e.g. for selling 1000 shares at $20/share:
$ python3 -m rsu_sales shareworks-file.html 1000 20

The solver will print a pandas DataFrame containing the suggested amounts to sell from each allocation which minimizes US taxes, and tries to hit -$3000 (max allowable capital loss in a year) in terms of capital gains.

If using from Python, you can also pass in your short-term and long-term marginal tax rates as well as a different values for capital loss.

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