Click any of the tabs or subtabs above to view the main help page for your selection.
Considerations
The Portfolio Overview page displays by default after you log into your GainsKeeper account. This page lists each brokerage account you have entered into GainsKeeper, and provides quick links to some of the more commonly referenced sections of your account.
Click any of the links below for additional information on the sections on the Portfolio Overview page.
The Owner section of the display is listed first. An initial owner is generated from the name given during account set up, and additional owners can be added in My Settings. For example, if you and your spouse file taxes jointly, you will want to track all of your investment accounts in a single GainsKeeper Account. Both you and your spouse are "owners". Once new owners are added, brokerage accounts can be assigned to specific owners (Please note that all brokerage accounts within a subscription should be for a single Tax Payer ID). Clicking on the highlighted Owner brings up the Portfolio view for all accounts listed for that owner.
The Broker column displays the name of the brokerage that is associated with this account. By default, this is set to Zecco.
The Account section displays the account description defined by the user during account set up. This can be an account number or any other unique name that the user can use to easily differentiate between multiple accounts. Clicking on the highlighted account description will bring up the portfolio view for that account.
The Tax section of the display indicates the tax status defined by the user during account set up. Taxable accounts will display as T, Non-Taxable accounts will display as NT and Mark-to-Market accounts will display as MTM.
The Market Value section of the display reflects Unrealized Long with deducted Unrealized Short positions calculated against current prices.
The Gain/Loss section of the display reflects potential Gain/Loss after closing all Unrealized Long and Unrealized Short positions, calculated from cost basis against current market prices.
This %+- section of the display reflects the percent gain/loss figure of original cost basis.
The Trades section of the display provides quick links to the Trade Log.
In addition to the overview for brokerage accounts, this page includes personal investment tips for tax-smart trading, market data for referencing quotes, alerts to certain issues in the account, messages received from support staff, and quick links to useful sections of the account.
Example
Click here to view an example of the Portfolio Overview page.
Click any of the columns below to access additional information on that section.
