FAQ - What can I import?

Question

What can I import?

 

Answer

GainsKeeper offers importing for stocks, options, bonds, mutual funds, and ADRs. Additionally, some brokers transfer limited dividend reinvestment records to be imported. Most transaction types, such as buy, FIFO sell, short sale, FIFO cover, buy to open, sell to close etc., are supported. Specific ID sells (also known as 'Versus Purchase') must be manually entered in order for you to identify the lot to sell against.

 

 

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