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NetBasis. Fast, accurate, Industry-tested cost basis calculation.

NetBasis sets the standard for securities cost basis calculation. It draws on more than 80 years of security pricing and other financial data to quickly and accurately determine the adjusted cost basis of virtually any security traded in the U.S., regardless of its history of capital changes.

Developed by NetWorth Services, NetBasis gives you reliable cost basis information with a fraction of your current time and effort. It's the technology the IRS used to audit capital gains returns for its landmark 2005 Tax Gap Report.

Accomplish in seconds what could have taken days.

NetBasis takes the headache out of determining historical security changes due to stock splits, mergers, dividend reinvestments and every other possible cost basis adjustment. Simply enter a few pieces of data into predefined fields and press "Calculate."

Using proprietary algorithms, NetBasis scans securities data back to 1925 and delivers an answer in seconds.

But don't let simplicity fool you: Patent-pending NetBasis is the product of years of development. It's the most advanced cost basis calculation tool available anywhere.

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Some of the unique features you'll find in NetBasis:

  • Adjusted total and per-share cost basis
  • Adjusted number of shares
  • Gain/loss calculation / Sale proceeds
  • Cost basis for remaining shares
  • Absolute pricing look-up for equities and mutual funds
  • Cash merger information
  • Allocation rate information for mergers and spin-offs
  • Tax status of corporate actions
  • The ability to view birth-to-death corporate actions
  • Birth-to-death dividend look-up
  • Estate and gifting valuation

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