Simplify the way you track cost basis

Tracking cost basis is the process of calculating and monitoring the cost of an investment in order to determine the gain or loss, mostly for tax purposes, when the investment is sold. Nth Round's equity management software helps you track cost basis of all asset types.

Private businesses have certain requirements when it comes to equity management, and accurate tracking of cost basis is essential for organization and tax reporting purposes. Nth Round helps you streamline this process and provides a level of transparency needed to make informed decisions.

Calculating cost basis may vary based on the type of asset. For example, stocks and other securities typically calculate cost basis by the purchase price plus any fees or commissions paid. For real estate, cost basis may include the purchase price, closing costs, and other improvements made. Our Cost Basis Navigator is a great place to start if you have questions about different types of assets.