
NetWorth Services is excited to introduce to you the next generation of our award-winning cost basis application, Netbasis. This new, state-of-the-art version boasts faster processing capabilities and an enhanced data verification process.
Calculate
Your Adjusted
Cost Basis
in Seconds
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.
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.
INSTRUCTIONAL VIDEOS
View the Netbasis videos to help you navigate through the different features.
Equity Cost Basis in Action
Learn how to enter your buy, sell and dividend information to calculate your adjusted cost basis
Step-By-Step Instructions For Power Search
Learn how to calculate your cost basis when you don’t know how many shares you originally acquired
Step-By-Step Instructions for DOD
Learn how to choose between the date of death valuation and the six-month valuation for inherited shares
Step-By-Step Instructions for Gift Cost Basis
Learn how to calculate your adjusted cost basis for gifted shares