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Individual Investors

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GainsKeeper saves investors time and aggravation when preparing their taxes, and helps investors reduce capital gains taxes while minimizing the impact to their investment portfolios.

GainsKeeper's products provide web-based financial tools, including wash sale and capital gain calculations for the Schedule D and IRS Form 8949, corporate action cost adjustments and tax-smart trading strategies, to meet the complex tax reporting and portfolio analysis needs of individual investors.

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BasisPro provides investors with a simple way to calculate cost basis information and eliminates inaccuracies in cost basis reporting. BasisPro handles cost basis information for all U.S. equities and mutual funds.

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