Solutions
GainsKeeper® Brokerage
GainsKeeper Brokerage calculates cost basis-adjusted for corporate actions and wash sales, and applies multiple lot relief methods as required by the cost basis reporting law.
GainsKeeper® for Digital Assets
GainsKeeper for Digital Assets is a tax compliance solution that helps brokers and digital asset platforms meet IRS reporting requirements, including Form 1099-DA. It automates cost basis tracking, supports various asset types, and ensures secure, scalable reporting.
GainsKeeper
Award-winning, tax lot accounting solution marketed to the brokerage, fund investment and active trader & individual investor communities.
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Q1. What is GainsKeeper®?GainsKeeper® is a cost basis and tax reporting platform that automates transaction level calculations for investment portfolios. It supports regulatory reporting requirements and integrates with brokerage, custody, and investment systems.
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Q2. What calculations does GainsKeeper® perform?GainsKeeper® calculates cost basis, wash sale adjustments, and corporate action impacts for securities transactions. These calculations help institutions maintain accurate tax records across portfolios.
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Q3. What types of reporting does GainsKeeper® support?The platform supports tax reporting requirements such as Forms 1099 B and 1099 DA, including reporting needs for traditional securities and digital assets.
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Q4. How does GainsKeeper® handle corporate actions?GainsKeeper® incorporates corporate action adjustments into cost basis calculations, helping institutions manage the tax impact of events such as stock splits, mergers, and distributions.
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Q5. Who typically uses GainsKeeper®?Tax professionals, compliance managers, operations teams, and financial analysts use GainsKeeper® to support accurate, auditable tax reporting and portfolio management processes.
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