GainsKeeper®

GainsKeeper is now being offered to optionsXpress customers at the reduced rate of $24.95 per year (a $149 value).* And we’re pleased to report that we’ve worked with GainsKeeper to allow capital gains calculations for the most complex options strategies.

In addition to the options capabilities, GainsKeeper also offers optionsXpress's customers stock-friendly functionality, including automatic calculations of wash sales or cost basis adjustments caused by corporate actions such as spin-offs and mergers. Once you’re ready, you can easily export them to popular tax software or print a Schedule D to provide to your personal tax advisor.

In addition to this convenient year end tax reporting GainsKeeper's real-time calculations may help with tax-related investing decisions.

Securities covered by GainsKeeper at optionsXpress:

  • Options (of course)
  • Stocks
  • Mutual Funds
  • Bonds
  • …and coming soon, Futures!

GainsKeeper Screenshot: Report of Buy Activities

When you’ve enabled GainsKeeper services on your account you’ll find these reports under Account > Activity > Tax Resources. Selecting View Account in this area will give you access to all your trade activity for a duration selected by you. GainsKeeper has been tightly integrated so that you can go back to the very first trade you have at optionsXpress.

Generating Tax Reports is as simple as clicking on Tax Reports and selecting your time frame – these customizable date ranges are perfect for quarterly tax-filers or periodic performance reviews.

GainsKeeper Screenshot: Realized Capital Gains and Losses

Once you've generated your tax report it is simple to export. Simply go to the Export Data tab.

GainsKeeper creates Schedule D tax forms in easy to print .PDF format. It also exports TXF files which are supported by such popular software programs as CompleteTax®, H&R Block® TaxCut, TaxACT®, TaxBrain® and TurboTax Software. You may also export TXT files for your favorite spreadsheet programs.

Ready to get started? Enable GainsKeeper on your account.

If you have questions at any time, email us and we'll be happy to research your request.

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* GainsKeeper software purchase will be facilitated directly through your optionsXpress account within 30 days of electing to complete download. Offer is based on GainsKeeper's GK Trader subscription, offered by GainsKeeper at a standard $149 annual subscription rate.

GainsKeeper, CompleteTax, H&R Block, TaxCut, TaxACT, TaxBrain and TurboTax Software are registered trademarks of their respective owners which are not affiliated with, or sponsors, or endorses optionsXpress, Inc..

Any stock or options symbol displayed are for illustrative purposes only and are not intended to portray a recommendation to buy or sell a particular security. optionsXpress, Inc. makes no investment recommendations and does not provide financial, tax or legal advice. Online account activity information is not an official tax record, please refer to your official, postal or electronically delivered statements for a record of your activity for tax purposes. Official tax records, including any 1099s, are separately prepared by our clearing agent and delivered to account holders by postal mail; special terms and conditions apply.