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GAINSKEEPER PRODUCTS


GainsKeeper offers a suite of automated 'tax smart' trading tools to brokers, fund companies (mutual funds & hedge funds), institutions and individual traders & investors. GainsKeeper calculates, tracks and reports corporate actions, cost basis, capital gains & losses and wash sale. Plus, GainsKeeper generates the IRS Schedule D and Schedule D-1 and reports on broad-based section 1256 (Form 6781) options. Active traders, including those with mark-to-market election, can generate Income/Loss reports supplementing IRS Form 4797.

BasisPro automates cost basis calculations and tracking, essential to coming cost basis legislation requirements.

FundTaxPro leverages GainsKeeper's tax lot accounting system for transaction processing and reporting to help avoid wash sales and to automate straddle and REIT basis adjustment tracking.

GAINSKEEPER BLOG

Option Symbology Initiative (OSI) and GainsKeeper

On February 12, 2010 a dramatic change in how an option symbol is portrayed will occur in GainsKeeper and in the entire financial community that will allow option owners to more easily identify and understand what options they own. GainsKeeper is ready to comply with the new standard. | view full entry

News and Events

Industry News

IRS Issues Proposed Cost Basis Regs.

Cost Basis Reporting Is Law. I Learn more.

Visit Wolters Kluwer Financial Services' Cost Basis Reporting Resource Center.

GainsKeeper in the News

03/02/2010
SogoTrade Chooses GainsKeeper to Simplify Tax Reporting for Investors... I read article

Trade Shows & Conferences

GainsKeeper Market Update *

Market Indices
Dow Jones10,567.332.95gain0.03%
Sector Performance
Consumer Goods (KXI)57.660.11gain0.19%
Energy (IXC)35.530.23gain0.65%
Financials (IXG)46.210.41gain0.89%
Healthcare (IXJ)52.350.15gain0.29%
Industrials (EXI)46.900.19gain0.41%
Technology (IXN)56.590.48gain0.85%
Utilities (JXI)45.680.02gain0.04%
* Quotes provided by Interactive Data Real-Time Services - delayed 20 min.
Daily Prices and Dividends provided by Mergent

GainsKeeper WINS Wealth Provider Award 2009 GainsKeeper WINS Readers' Choice Portfolio Management Award 2009—for a third consecutive year!
GainsKeeper WINS Readers' Choice Portfolio Management Award 2009—for a third consecutive year!