Simplify Tax Season with Realized Gain and Loss Tracking
Accurately tracking your total realized gains and losses is essential for effective tax planning, retirement objectives, and overall financial management. At our platform, we have developed a highly interactive and customizable Realized Gain/Loss page, allowing you to view the data that matters most to you in the most convenient format. Discover why we are recognized as one of the leading online investment platforms for realized income support and beyond.
Our vision is to become the global leader in hybrid investment platforms, empowering individuals and institutions to achieve their financial goals through innovative solutions and unparalleled customer service.
Effortlessly Access Your Realized Gains and Losses
*You can easily organize the columns based on criteria such as days held, date sold, sales proceeds, cost, and total gain or loss—whether expressed as a dollar amount or percentage.
*Additionally, a summary view at the top of the page provides a quick snapshot of your overall gains and losses, enabling you to manage your account and make informed decisions at a glance.
Streamline Your Tax Documentation
*Our platform allows you to import your data directly into MS Money or Quicken, simplifying record-keeping and ensuring greater accuracy.
*You can also access information on positions that were closed during the current or previous year directly through our online investment platform, eliminating the need to wait for physical copies of statements. This comprehensive approach to realized gain and loss tracking makes tax season more manageable and less stressful.
