Calculate
Your Adjusted
Cost Basis
in Seconds

With minimal information, Netbasis can automatically calculate an adjusted cost basis for securities going back as far as 1925.

Learn more

CORPORATE ACTIONS
ADJUSTMENTS

Splits
Spin-Offs
Dividends Reinvested
Mergers
Liquidations
Mutual Fund Conversions

BACK OFFICE
SOLUTIONS

High Speed Batch Service
ACAT Verification
Wash Sale Batch Service
Tax Optimization

RIAs and TAX
PROFESSIONALS

Historical Cost Basis
Sale Planning
Tax Lot Harvesting
Tax Optimization

“What Information Do I Need To Start Using Netbasis?”

Netbasis has all of your security’s corporate actions (splits, mergers, spin-off, etc), pricing and dividend information. Netbasis requires only a minimum amount of information from you to calculate your cost basis. After identifying the original security you acquired, you just need to enter the following information:

Enter the date(s) for shares you acquired (purchased, inherited or received in a spin-off). Then enter the date(s) for the shares you sold.

Enter the number of shares for every acquisition. Then enter the number of shares for every sale.

You don’t have to enter every dividend. Just click “Yes” if you reinvested dividends for the entire holding period or enter the “Start” and “End” dates if you didn’t.