Simplify the way you track cost basis

Transparency into your cost basis has never been clearer.

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Helping industry leaders enhance operations and delight investors

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Software built for seamless cost basis tracking

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Improved accuracy

Ensure your cost basis is being recorded and tracked accurately, reducing the risks of recordkeeping errors come tax season.

Increased visibility

View your cost basis regardless of complexity, from inherited stock to purchased rental properties.

Clear Communication

Meet the modern demands of your investors by providing a single, secure repository for cost basis tracking and other important documents.

Cost Basis Navigator

Use our free tool to get information about how to calculate your cost basis.

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See how you can start getting clarity around cost basis today

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Cost Basis FAQs

What is cost basis tracking?
Why is cost basis tracking important?
How is cost basis calculated for different types of assets?