GainsKeeper Brokerage calculates cost basis-adjusted for corporate actions and wash sales, and applies multiple lot relief methods-as required by the cost basis reporting law. Already the cost basis reporting compliance solution of choice at blue chip brokerages, GainsKeeper has the debt and options functionality you need to meet the January 1, 2014 Phase 3 requirements of this law.
Learn more about the cost basis reporting law.
GainsKeeper also facilitates sophisticated trading strategies, such as tax loss harvesting, giving brokerages a competitive edge.
Cost basis and gain/loss reporting is one of the most highly sought account features for investors. GainsKeeper Brokerage allows brokerage firms to efficiently deliver this value-added service to their customers. With GainsKeeper Brokerage, you are helping your customers save time, money and aggravation when preparing their taxes.
GainsKeeper Brokerage offers fully automated wash sales and corporate actions adjustments. It also provides detailed running cost basis and gain/loss reports to enable your customers to maintain accurate investment records and realize greater after-tax performance.
With these decision and analysis tools integrated into your web site, your organization can provide your customers with superior recordkeeping tools, giving them greater visibility into their accounts and to the impact of their trading decisions.