Features Not Available Anywhere Else  GainsKeeper’s portfolio management service has the same familiar interface of a portfolio tracker, but that’s where the similarities end and GainsKeeper’s service begins. Backed by an experienced team of securities and taxation specialists, GainsKeeper automatically adjusts your cost basis for mandatory corporate actions and wash sales, while calculating and characterizing your capital gains for tax reporting purposes. GainsKeeper's products - GainsTracker & GainsAdvisor - use the power of the Internet to deliver state of the art data analysis and tax lot accounting, allowing you to make tax-smart trading decisions. The more you use GainsKeeper, the more you’ll understand why this service is so valuable. As a daily portfolio tracker you’ll know your market values, as you’d expect, but you’ll also know your gains, losses and tax implications. By using GainsAdvisor, you'll be able to run analytics and 'What-If' scenarios to maximize your after-tax returns. Finally, you'll have complete control of your investments and be able to make the smart trading decision. Main Features: Customized Sell Grades tell you what to sell to maximize after tax returns. What-If tools to simulate the effect of a trade on your portfolio,     before actually executing the trade with your broker. Automated wash sale calculations and adjustments. Long and Short term gain/loss characterization for sell activity. Accurate and professional realized gain/loss reporting for     completing Schedule D of your tax return. Automated position, cost basis, and gain/loss adjustments     for mandatory corporate action events including: Stock Splits Name Changes Mergers Spin-offs Liquidations Return of Capital GainsKeeper Home      © 2025, Wolters Kluwer Financial Services WEB11  GainsKeeper® Privacy Statement