Calculate accurate basis-in seconds
With BasisPro you can calculate complete cost basis of any U.S. stock or mutual fund. You can also research and analyze complex corporate actions, such as stock splits, spin-offs, and mergers, as far back as 1950 and DRIP estimates for all cash dividends dating back to 1973.
BasisPro is a web-based application. You simply enter trades or import transactions. BasisPro then automatically applies corporate actions affecting the original trade lots to determine the shares and cost basis on the specific holding dates. This information is calculated and displayed within seconds, and results can then be exported.
With BasisPro, you can analyze entire portfolios at once and produce detailed customized reports for your clients.
Already supporting numerous accountants, operations departments and customer support groups at leading financial services firms, BasisPro offers an efficient way to meet the cost basis law transfer reporting requirements when basis is not provided. BasisPro can also be used to fill missing basis gaps for year-end 1099 reporting.
