File Your Taxes Easily & Accurately:
Accurate Gain/Loss calculations
Complete IRS Schedule D
Compatible with tax prep software
Most Sophisticated Portfolio Tracking Available:
Automated wash sale processing
Account Aggregation features
Customizable reports
Automated corporate actions, including:
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stock splits |
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liquidations |
stock dividends |
name changes |
mergers |
liquidations |
spin offs |
return of capital |
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