GainsTracker Product Overview

       The Leading Tax Lot Accounting (TLA) service
       to help investors maintain investment books and records.


File Your Taxes Easily & Accurately:
  • Accurate capital gain/loss calculations
  • Complete IRS Schedule D
  • Post-May 5 capital gain characterization
  • Compatible with tax prep software

The Most Sophisticated Portfolio
Tracking Available:
  • Automated wash sale processing
  • Account Aggregation features
  • Customizable reports
  • Automated corporate actions, including:
         stock splits             liquidations
           stock dividends      name changes
           mergers                  reorganizations
           spin offs                 return of capital
     

 GainsTracker