GainsKeeper – Portfolio Tracking
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GainsKeeper Brokerage - Portfolio Tracking

  • GainsKeeper Brokerage provides firms with the tools to deliver tax lot accounting services to their customers.

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    Portfolio Tracking Feature

     
    Calculate gain/loss for customers GainsKeeper delivers detailed running cost basis and capital gain/loss calculations.
    Wash sale processing for customer accounts GainsKeeper provides automated wash sale adjustments.
    Automated cost basis for corporate actions GainsKeeper automatically adjusts for stock splits, mergers, spin-offs and other messy corporate actions.

    Calculate gain/loss for customers

    GainsKeeper tracks your customers' cost basis by identifying the tax lots sold, calculating gains and losses and categorizing these gains and losses as short- or long-term.

    Wash sale processing for customer accounts

    GainsKeeper identifies, calculates, defers and reverses all wash sales in your customers' portfolios.

    Automated cost basis for corporate actions

    With over 8,000 corporate actions annually that affect a stock's cost basis, your customers will more than likely encounter one sooner or later. GainsKeeper automatically processes corporate action adjustments so your customers do not have to manually calculate this information.

    Learn more about cost basis reporting la