Netbasis

A Cost Basis Calculator You Can Trust

Fast and Accurate!

Netbasis can provide fast answers when you need to figure out your correct cost basis or capital gains tax amounts.  We have ALL of your stock or mutual funds’ history of corporate actions, pricing and dividends going back as far as 1925.  Our cost basis calculator will quickly provide you with your adjusted cost basis even if you don’t have all of your investment information.  All you have to do is enter the buy and sell information that you have.

Netbasis is the Gold Standard.

Netbasis has set the standard for cost basis calculations for over 20 years.  We pride ourselves on our extensive and highly accurate historical data.  Our application has even been utilized by the IRS in an audit study of investing taxpayers.

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“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.

Built on 20 Years of Trust

Here are some of our shareholder clients:

Individual Shareholder calculating costbasis
Professional calculating costbasis
Institution agents calculating cost basis

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