Considerations
The table below contains all of the transactions that can be categorized as "Other". Use the "Other" action to input purchases and sales of private or foreign securities. GainsKeeper will not adjust these instruments for corporate actions and will not provide market prices for them in your unrealized views. Click any of the links to view the procedure for entering the selected transaction.
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Transaction |
Description |
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Use this page to manually record short positions that you held open at the time your broker sent your trade data. | |
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Use this transaction to manually record positions that you held open at the time your broker sent your trade data. | |
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Use this transaction to purchase shares. | |
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Use this transaction to record closing short activity and specify from which lot ID(s) to allocate shares to cover. | |
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Use this transaction to record closing short activity using the first in, first (FIFO) out method. | |
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Use this transaction to record closing short activity, using the highest in, first out (HIFO) method. | |
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Use this transaction to record closing short activity, using the lowest in, first out (LIFO) method. | |
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Use this transaction to manually close short lots, with the highest tax proceeds, in order to maximize gain. | |
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Use this transaction to manually record closing short activity using the default method selected on the My Settings: Edit Account Info page. | |
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Use this transaction to manually add a position to your account, without affecting your gains/losses. | |
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Use this transaction to manually record a dividend reinvestment (DivRe). | |
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Use this transaction to sell shares using the Specific ID method. | |
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Use this transaction to record a sell using the first in, first out (FIFO) method. | |
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Use this transaction to record a highest in, first out (HIFO) sell. | |
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Use this transaction to record a last in, first out (LIFO) sell. | |
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Use this transaction to close long lots with the lowest tax cost in order to maximize gain. | |
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Use this transaction to manually record open short activity. | |
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Use this transaction to record a sell using the default selling method selected on the My Settings: Edit Account Info page. | |
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Use this transaction to transfer shares between accounts, and specify the lots from which to transfer those shares. | |
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Use this transaction to transfer shares between account. | |
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Use this transaction to withdraw specific shares, and specify the lots from which to withdraw those shares. | |
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Use this transaction to remove shares and cost basis for unusual transactions like voluntary corporate actions, transfers out, gifted shares or to make minor share adjustments. |