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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) |