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GainsKeeper calculates cost basis, adjusted for corporate actions and wash sales, and applies multiple lot relief methods for many of the top blue chip brokerage firms. It has the debt and options functionality needed to meet the requirements of 1099 tax reporting.

Key Features

Sophisticated portfolio tax tools for a competitive edge

GainsKeeper facilitates sophisticated trading strategies, such as tax loss harvesting, giving brokerages a competitive edge.

Accurate cost basis and gain/loss reporting are highly sought-after account features for investors. GainsKeeper Brokerage allows brokerage firms to efficiently deliver these value-added services to their customers.

With these decision and analysis tools integrated into your platform, your organization can provide your customers with superior recordkeeping tools, giving them greater visibility into their accounts and to the impact of their trading decisions.

Key Benefits

With GainsKeeper Brokerage, you are helping your customers save time, money and spare them some aggravation when preparing their taxes. GainsKeeper Brokerage offers fully automated wash sales and corporate actions adjustments. It also provides detailed running cost basis and gain/loss reports to enable your customers to maintain accurate investment records and realize greater after-tax performance.

Product/Service details