Import trades from your Money portfolio or directly from your brokerage, and get a complete Schedule D with a click of the mouse.
Connect directly to your online brokerage to import your recent trading activity.
Import trades using GainsKeeper's Excel Import template or from your Money portfolio.
Calculate Cap gain/loss figures for the IRS Schedule D for 2000, 2001, 2002 and forward.
Portfolio Analytical Tools - GainsAdvisor
GainsKeeper's proprietary Sell Grade – Empowering you to make smarter sell decisions.
GainsKeeper's What-If tool - simulate the tax consequences and impact of a sell on your portfolio - before you place the trade with your broker.
Portfolio Analytics - Displays your holdings by Stock Exchange, Industry Type and Mkt. Capitalization so that you know what to buy or sell to meet your diversification goals.
"Days 'til Long Term" counter – The Unrealized View indicates the number of days until an individual lot moves into the lower tax category for capital gains; and, conversely, helps you identify losses before they move into the less advantageous long-term category.
Investment Summary Report - A graphical snapshot of your current
investments and gain/loss status. The report also identifies all securities that will create a wash sale if you trade them today.
Accounting method defaults to FIFO, but allows for election of Specific ID for lot identification.
Average cost per share in unrealized views & Average Cost Selling Methodology for mutual funds.
Transfer functionality – Reflect the transfer of a security between brokerages in just one step.
Importing data from Money, Excel or directly from your online brokerage's OFX server.
Automatic cost basis adjustments for wash sales and corporate actions.
Transaction processing for stocks, mutual funds, options, bonds and privately held securities.
Securities Coverage – In addition to domestic stocks and ADR’s, GainsKeeper tracks:
Custom Report Generation
One-click Schedule D creation in an easy-to-print PDF format. You’ll no longer need to copy your year-end gain and loss figures to the IRS Schedule D tax form.
Now you have the option to export GainsKeeper's realized gain/loss figures directly into tax preparation software like CompleteTax, TaxCut or TurboTax.
Customizable date ranges are perfect for quarterly tax-filers or periodic performance reviews.
Don’t forget to check out the "Tax Smart Trading" tool in GainsAdvisor for trading strategies to reduce your year-end tax liability.
As always, security and your privacy are top priorities at GainsKeeper. GainsKeeper has received
Verisign's Secure Site certification and has been accepted into the Council of Better Business
Bureaus' BBBOnline Privacy Program.