FAQ - Custom Reports

Question

Does GainsKeeper have the ability to create custom reports?

 

Answer

GainsKeeper provides many different HTML and PDF reports that can be printed from the Tax Center tab. The Schedule D is located within the Schedule D link. Customized reports, such as non-taxable reports, mark-to-market reports and custom date range realized and unrealized reports can also be generated. In addition, you can generate buy activity reports, as well as short sell activity reports. Finally, you can also print realized and unrealized reports from within your account view. Click the View Accounts link in GainsTracker to enter your account. Use the Print Detail (broken out by lot) or Print Summary from the File menu in your browser and select the Landscape mode of printing. This will print your request lengthwise and all the columns will be displayed on the page.

 

 

Related Topics