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When you buy a transaction, you get…

  • Adjusted cost basis for mergers, dividends, spin-offs and more
  • Account for multiple purchases and sales within one transaction
  • Accurate Gains/Loss information
  • Tax lot accounting for all sales methodologies
  • Stock market history dating back to 1925
  • Complete audit trail of corporate action details and transactions
  • PDF or electronic export of 8949 and Schedule D Form

 

All it takes to get started…

Working Forward
if you know what you originally purchased
Working backward
if you know what you sold, but not what you started with
# of shares acquired or $ value # of shares or $ of shares sold or last held
Date purchased (mm/dd/yyyy, ??/??/yyyy) Date purchased (mm/dd/yyyy, ??/??/yyyy)

 

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