Individual Investors

GainsKeeper

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

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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