Stock portfolio management gets real

Make stock investing and capital gains tax simple and straightforward

Improve the way you handle your investments and realize higher after-tax returns

Get started now, for free!
Tour screenshot

What can you do with Realized?


Lower investment costs

Increase your after-tax return by reducing the largest cost that your investments incur: capital gains tax


Automatic Schedule D-1

Simplify your reporting of capital gains for Schedule D-1, along with any wash sales


Simple equity cost basis

Maintain the cost basis of your stocks within tax lots, including adjustments for splits and sales

In the media

Barron's reviewed a trio of New Apps With Investor Appeal and said:

Realized will generate a Schedule D for you whenever you want, so you can keep an eye on your short-term and long-term capital gains as the year progresses. The program displays your largest unrealized tax losses, which you can sell to offset your capital gains, minimizing your tax payments.

Electronic Investor