GainsKeeper for Individual Investors
GainsKeeper arms investors with accurate cost basis, gain/loss information, and trade decision tools that maximize after-tax returns - powering investors to better results.
| Need | GainsKeeper Solution | |
|---|---|---|
| Adjust cost basis of investments for corporate actions and wash sales | Portfolio Tracking | GainsKeeper automatically adjusts cost basis and gain/loss reports for wash sales and corporate actions. |
| Maximize after-tax returns | Portfolio Optimization | With GainsKeeper's automated accounting and analytical tools, investors can minimize taxes and increase after-tax returns. |
| Complete Schedule D for tax filing | Schedule D and Other Reports | Because GainsKeeper tracks capital gains throughout the year, investors can generate Schedule D for tax filing. |
Portfolio Tracking
GainsKeeper protects investors from having to manually apply complicated tax laws and cost basis adjustments to their holdings and gain/loss reports. GainsKeeper calculates capital gains, adjusting portfolios for wash sales and corporate actions, which are used to generate Schedule D.
| Need | Portfolio Tracking Feature |
|---|---|
| Calculate capital gains and losses | GainsKeeper helps investors with complicated capital gains calculations by tracking gains and losses in their portfolios throughout the year. |
| Adjusts cost basis for corporate actions | GainsKeeper automatically adjusts securities for stock splits, spin-offs, mergers and other messy corporate actions. |
| Processes wash sales | GainsKeeper identifies, calculates, defers and reverses all wash sales. |
| Aggregate brokerage accounts | GainsKeeper enables investors to have a master record of all their trading accounts. |
Portfolio Optimization
Tax planning should be a consideration in all your trading decisions throughout the year. GainsKeeper provides portfolio optimization tools and strategies to help investors manage their portfolios in the most tax-efficient manner and become smarter about the impact of taxes on their real investment returns.
| Need | Portfolio Optimization Feature |
|---|---|
| Increase after-tax returns | GainsKeeper offers strategies to help investors maximize after-tax returns and minimize taxes. |
| Generate pre-trade analysis | GainsKeeper provides a tool that allows investors to know the implications of their buys and sells before they trade. |
| Monitor your investments | With GainsKeeper's portfolio analytics tool, individual investors can get a quick snapshot of their long portfolio positions by asset allocation, industry diversification, market capitalization and top ten holdings. In addition, the tool allows subscribers on a five months rolling basis to examine historical trends and patterns related to long-term investments. |
Schedule D & Other Reports
With GainsKeeper, investors can file their taxes easily and accurately and have all the necessary records in case of an IRS audit.
| Need | Reporting Feature |
|---|---|
| Complete Schedule D for tax filing | GainsKeeper generates Schedule D. |
| Export tax information to tax preparation software | GainsKeeper is compatible with the most popular tax preparation software packages. |
| Create custom gain/loss reports | GainsKeeper has customized reporting tools, including Income/Loss Form 4797 for traders electing mark-to-market with the IRS. |