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!
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What can you do with Realized?

Costs

Lower investment costs

Increase your after-tax return by reducing the largest cost that your investments incur: capital gains tax

Gains

Automatic Schedule D-1

Simplify your reporting of capital gains for Schedule D-1, along with any wash sales

Basis

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.
Barrons

Electronic Investor