Click any of the tabs or subtabs above to view the main help page for your selection.
You created your Owner Name during the registration process. If you want to track brokerage accounts for other owners, such as spouses who file taxes jointly, add this owner account by selecting My Settings>Maintain Accounts in the top navigation menu.
You should set up GainsKeeper to aggregate all your brokerage accounts. This enables accurate gain/loss calculations and Schedule D generation. Select My Settings>Create Account in the top navigation menu to add brokerage accounts for each owner.
If you didn't sell everything in the prior tax year, but rather carried positions into the current tax year, you will first need to manually enter any prior year buys that were not sold. This must be done before importing your current tax year trades because GainsKeeper needs all 'starting positions' in order to process the sales activity for the current year. this process, known as Baselining, is required to ensure accurate calculations. Click here for more information on baselining.
You can record your transactions manually or import them directly from your Brokerage, MSN Money, QIF or from GainsKeeper's Excel Import Template. Select GainsTracker>Record Trades to record/import transactions. After recording your trades in an account, use the Tax Center menu item to generate capital gain/loss reports and the IRS Schedule D.
Maximize your investment returns by using the GainsAdvisor tools to evaluate the impact of a buy or sell, before placing the trade with your broker. These tools are located within the GainsAdvisor tab.
View or print your Schedule D, Realized Report attachment and other custom reports at anytime throughout the year. To access GainsKeeper's various reports, select Tax Center>Custom Reports from the top navigation menu.
