GainsKeeper is a cost-basis and tax-lot tracking service for self-directed investors, tax professionals, and financial institutions. It imports brokerage transactions and helps calculate capital gains, wash sales, and tax-reporting data.
💡 Pick it for deeper active-trader tax-lot, wash-sale, and Form 8949 reporting.
TradeLog offers powerful trade accounting and tax reporting for active traders.
$249.95
💡 Pick it for richer performance, dividend, and multi-currency portfolio reporting.
Sharesight is an online investment portfolio tracking and management tool that provides performance and tax reports for investors.
Starting at $15 per month
💡 Pick it if you want tax-lot records alongside budgeting, banking, and net-worth tracking.
Quicken is a personal finance management tool that helps individuals track their income, expenses, and investments.
Starting from $34.99/year
Interactive Brokers
💡 Pick it if you use Interactive Brokers and want integrated tax-lot selection without another subscription.
Maxit Tax Manager is Interactive Brokers' built-in tool for tax-lot selection, cost-basis management, and tax-loss optimization. It is designed for IBKR clients...
Free for Interactive Brokers clients
💡 Pick it for a free, open-source alternative with local data storage and deep portfolio analytics.
Portfolio Performance is a free, open-source desktop application for tracking securities, transactions, dividends, and portfolio performance. It is aimed at self-directed investors...
Free, open source
Beiley Software
💡 Pick it for detailed desktop portfolio and cost-basis management without an ongoing subscription.
Fund Manager is desktop investment portfolio software for individual investors, advisors, and professional portfolio managers. It tracks transactions, cost basis, income, performance,...
From $99.95 one-time
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