GainsKeeper for Individual Investors
GainsKeeper arms investors with accurate cost basis, gain/loss information, and trade decision tools that maximize after-tax returns - powering investors to better results.
|Adjust cost basis of investments for corporate actions and wash sales||Portfolio Tracking||GainsKeeper automatically adjusts cost basis and gain/loss reports for wash sales and corporate actions.|
|Maximize after-tax returns||Portfolio Optimization||With GainsKeeper's automated accounting and analytical tools, investors can minimize taxes and increase after-tax returns.|
|Complete Schedule D for tax filing||Schedule D and Other Reports||Because GainsKeeper tracks capital gains throughout the year, investors can generate Schedule D for tax filing.|
GainsKeeper protects investors from having to manually apply complicated tax laws and cost basis adjustments to their holdings and gain/loss reports. GainsKeeper calculates capital gains, adjusting portfolios for wash sales and corporate actions, which are used to generate Schedule D.
|Need||Portfolio Tracking Feature|
|Calculate capital gains and losses||GainsKeeper helps investors with complicated capital gains calculations by tracking gains and losses in their portfolios throughout the year.|
|Adjusts cost basis for corporate actions||GainsKeeper automatically adjusts securities for stock splits, spin-offs, mergers and other messy corporate actions.|
|Processes wash sales||GainsKeeper identifies, calculates, defers and reverses all wash sales.|
|Aggregate brokerage accounts||GainsKeeper enables investors to have a master record of all their trading accounts.|
Tax planning should be a consideration in all your trading decisions throughout the year. GainsKeeper provides portfolio optimization tools and strategies to help investors manage their portfolios in the most tax-efficient manner and become smarter about the impact of taxes on their real investment returns.
|Need||Portfolio Optimization Feature|
|Increase after-tax returns||GainsKeeper offers strategies to help investors maximize after-tax returns and minimize taxes.|
|Generate pre-trade analysis||GainsKeeper provides a tool that allows investors to know the implications of their buys and sells before they trade.|
|Monitor your investments||With GainsKeeper's portfolio analytics tool, individual investors can get a quick snapshot of their long portfolio positions by asset allocation, industry diversification, market capitalization and top ten holdings. In addition, the tool allows subscribers on a five months rolling basis to examine historical trends and patterns related to long-term investments.|
Schedule D & Other Reports
With GainsKeeper, investors can file their taxes easily and accurately and have all the necessary records in case of an IRS audit.
|Complete Schedule D for tax filing||GainsKeeper generates Schedule D.|
|Export tax information to tax preparation software||GainsKeeper is compatible with the most popular tax preparation software packages.|
|Create custom gain/loss reports||GainsKeeper has customized reporting tools, including Income/Loss Form 4797 for traders electing mark-to-market with the IRS.|