GAINSKEEPER PRODUCTS
GainsKeeper offers a suite of automated 'tax smart' trading tools to brokers, fund companies (mutual funds & hedge funds), institutions and individual traders & investors. GainsKeeper calculates, tracks and reports corporate actions, cost basis, capital gains & losses and wash sale. Plus, GainsKeeper generates the IRS Schedule D and Schedule D-1 and reports on broad-based section 1256 (Form 6781) options.
Active traders, including those with mark-to-market election, can generate Income/Loss reports supplementing IRS Form 4797.
BasisPro automates cost basis calculations and tracking, essential to coming cost basis legislation requirements.
FundTaxPro leverages GainsKeeper's tax lot accounting system for transaction processing and reporting to help avoid wash sales and to automate straddle and REIT basis adjustment tracking.
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GAINSKEEPER BLOG
The final version of IRS Form 8937, Report of Organizational Actions Affecting Basis of Securities, was published by the IRS on January 5, 2012. | view full entry
News and Events
IRS Issues Proposed Cost Basis Regs.
Cost Basis Reporting Is Law. I Learn more.
Visit Wolters Kluwer Financial Services' Cost Basis Reporting Resource Center.
02/21/2012
Wolters Kluwer Financial Services has developed a new checklist to help securities firms’ operations and IT departments prepare and gauge their readiness for the third phase of the cost basis reporting law, which goes into effect for fixed income securities and options acquired as of Jan. 1, 2013. | read article
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GainsKeeper Market Update *Market Indices| Dow Jones | 12,938.67 | -27.02 |  | -0.21% |
Sector Performance| Consumer Goods (KXI) | 67.91 | 0.00 |  | 0.00% | | Energy (IXC) | 41.44 | 0.00 | | 0.00% | | Financials (IXG) | 41.17 | 0.00 | | 0.00% | | Healthcare (IXJ) | 57.90 | 0.00 | | 0.00% | | Industrials (EXI) | 54.00 | 0.00 | | 0.00% | | Technology (IXN) | 66.49 | 0.00 | | 0.00% | | Utilities (JXI) | 42.07 | 0.00 | | 0.00% |
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Certain financial information included in The Unadjusted Unconnected Pricing (UAUC) is proprietary to Mergent,
Inc. ("Mergent") Copyright © 2008*. Reproduction of such information in any form is prohibited.
Because of the possibility of human or mechanical error by Mergent's sources, Mergent or others,
Mergent does not guarantee the accuracy, adequacy, completeness, timeliness or availability or for
the results obtained from the use of such information.
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GainsKeeper WINS Readers' Choice Portfolio Management Award 2011—for the fifth consecutive year!
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