GainsKeeper Advantages  "Tax-Smart" investors know the importance of understanding the tax impact on their investments. Capital gains tax can reduce the after-tax performance of investments by more than 40%. By having access to your realized gain/loss on a continuous basis throughout the year you will have a more accurate understanding of your after-tax returns. Better yet, GainsKeeper's lot-by-lot breakdown of your unrealized capital gains will actually help you increase your after-tax results. GainsKeeper identifies the best lots to sell from a tax standpoint, helps you avoid wash sales, and provides tools designed to reduce your capital gains tax and increase your investment performance. Become a Tax-Smart investor today! Relief of Administrative Headaches Forget the spreadsheets, company SEC filings sent from your broker and random pieces of paper. GainsKeeper automatically adjusts the securities in your portfolio for trading activity that creates wash sales, stock splits, mergers, spin-offs and other messy corporate actions. Make "Tax Smart" Trading Decisions By using the GainsTracker & GainsAdvisor products on a daily basis, you'll always know your unrealized and realized capital gains and losses, and have the power to simulate the effect of a sell before you trade. GK's GainsAdvisor product even ranks your positions with its proprietary Sell Grade. Proactive Gain/Loss Offset Don’t you hate it when you sit down to do your taxes and discover that you have net gains for the prior year that you could have offset with losses? And now it's too late! GainsKeeper enables you to maximize after-tax returns by giving you the necessary information to accurately offset gains with losses. GainsKeeper even identifies those stocks that will create a wash sale, forcing you to defer losses. Use GK to avoid selling in the wash sale window, and write-off all your losses. Cost Basis Calculations Knowing your true cost basis position at all times is the key to making smarter investing decisions. Tax lot cost basis calculations are vital to gain/loss reporting, but tedious and difficult to do correctly. GainsKeeper arms you with accurate cost basis and holding period information for each tax lot, enabling you to maximize the effectiveness of your investing. Lower Tax Preparation Expenses GainKeeper lets you calculate gains and losses and create your Schedule D. The program does the boring bookkeeping/clerical stuff that allows you to complete your Schedule D for tax filing with a click of a mouse. Now, time with your accountant can be spent addressing bigger issues. Account Aggregation Whether you have one account or ten, GainsKeeper will solve your tax-reporting needs. With a single LoginID you can aggregate all the accounts associated with a single taxpayer ID. GainsKeeper Home      © 2025, Wolters Kluwer Financial Services WEB5  GainsKeeper® Privacy Statement