Considerations
Investors enter original buy and sell transactions into GainsKeeper, and the system will automatically match sell transactions against appropriate tax-lots, and adjust positions and cost bases for corporate actions and wash sales. GainsKeeper allows preferred users to input trades via Excel. GainsKeeper also provides investors with accurate gain/loss and tax implications of trades so investors can make smarter trading decisions. Lastly, the daunting Schedule D can now be completed with the click of a mouse.