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.

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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.