Stock portfolio management gets real

Rock solid cost basis

Maintain the cost basis of your equity holdings within distinct tax lots, including cost basis changes for prior sales and stock splits


Automatically set up your tax lots

Realized creates a tax lot to maintain the cost basis for each separate equity or mutual fund purchase.

Any sales of shares from a tax lot will reduce the number of shares within the lot.

Match stock sales with tax lots

Realized automatically matches each sale with a tax lot if you use FIFO (first-in, first-out) as your cost basis method.

If you prefer, you may also make a specific identification of the cost basis of each stock sold.


Adjust cost basis after corporate events

Following a stock split or corporate reorganization, Realized automatically applies the event to your affected lots. Realized will adjust both the number of shares that you hold as well as the new cost basis per share for each tax lot.