Realized
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!
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