Existing Customers
New Customers

 

 

Take a Look at BasisPro™
Here are just a few of the timesaving features you’ll experience as a BasisPro customer.

• Input your positions individually or import an entire portfolio into BasisPro
  
  
• Research complicated cost basis
  
  
• Get detailed corporate action history
  
  
• Obtain detailed stock charts and quotes that include corporate actions summary data
  
  
• Calculate realized or unrealized gain/loss
  
  
• Export into excel
  
  
• Customize reports for your clients