Portfolio and Cost Basis Tracking Tools
Either of the third-party applications described below may help you to track and manage capital gains and account for the cost basis implications of wash sales and corporate actions in your portfolio.
GainsKeeper® is designed to save investors time and aggravation when tracking cost basis information and help manage gains and losses in their investment portfolios. GainsKeeper’s tools include:
- Automated wash sale and corporate action processing. GainsKeeper helps identify and calculate wash sales and corporate actions and automatically adjusts cost basis.
- Schedule D functionality. GainsKeeper tracks capital gains throughout the year and helps investors to generate a Schedule D.
- Tax-smart trading strategies. Investors may increase after–tax returns, maintain investment objectives, generate pre-trade analysis, and avoid wash sales by using GainsKeeper's portfolio optimization tools.
Fidelity customers receive 25% off GainsKeeper subscriptions. Enter promotional code FIDELITY2009 when subscribing to get your discount.
TradeLog™ was designed specifically for active traders and investors who require the minimum amount of time and effort when importing and managing their capital gains and losses from trading.
- Wash Sales, Capital Gains, Schedule D all handled quickly and easily.
- Simple to use, fully automated, yet extremely powerful.
- The brokerConnectTM feature imports up to 18 months of trade history from your Fidelity account.
- Comprehensive portfolio management and trade analysis tools.
- FREE TRIAL VERSION – Try TradeLog™ for free.
20% Instant Rebate for all Fidelity clients!
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The tax information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. Fidelity does not provide legal or tax advice. Fidelity cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws which may be applicable to a particular situation may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre– and/or after–tax investment results. Fidelity makes no warranties with regard to such information or results obtained by its use. Fidelity disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation. Before using the Fidelity Tax Center, review important legal information and terms of use applicable to products, services, and/or information provided by, or accessed through, the Tax Center by the following companies: Fidelity Investments H&R Block Intuit CCH GainsKeeper TradeLog |
