Realized
Stock portfolio management gets real
Schedule D capital gains
Simplify your reporting of capital gains for Schedule D-1, along with any wash sales
Automatic reporting for Schedule D-1
Across multiple taxable portfolios, Realized displays your capital gains, including short- and long-term total gains.
Realized also detects wash sales among all of your portfolios. Your Schedule D-1 will display any disallowed losses. A tax lot affected by a wash sale will also have its cost basis adjusted.
Transparent visibility into each capital gain
With Realized, you can easily justify each capital gain. Each sale on your Schedule D-1 links to a view of the underlying tax lot and all of the trades that affected the lot.