• Although the Netbasis application is delivered through a very user- friendly interface, the power of its engine and breadth and depth of its database is unmatched.  The vast Netbasis database of historical pricing and corporate actions going back as far as 1925 allows for accurate cost basis calculations in seconds — even when securities have long and complicated histories of mergers, spin-offs and stock splits — for a wide range of investment[…]

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  • Available through the eShareholder website, ePortfolio Manager is a powerful web application delivered through a user-friendly format that allows investors to easily manage their entire financial portfolio online. ePortfolio allows investors to download multiple accounts from various online brokerage firms or other types of investment accounts, manage a digital overview of their assets, assess trends, as well as run alternative investing scenarios[…]

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  • eShareholder.com is a new all-encompassing interactive website for individual investors that offers relevant and up-to-date financial news and information, online investing tools, portfolio management, cost basis center, financial blogs and articles, educational content, an active user community and invaluable resources and hot links which are all delivered in an easy-to-use format.  eShareholder features a vast array of investment tools, resources[…]

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  • There’s a new verification tool that offers professionals accurate cost basis analysis, saving them time and money. The first product of its kind, the 8949 Verifier allows you to examine and reconcile your client’s 1099-B and 8949 Forms with ease. It’s the ultimate tool to achieve an accurate result and spare clients the consequences of inaccurate cost basis reporting. The 8949 Verifier easily identifies errors using three color codes. These[…]

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  • If the thought of calculating the cost basis for those shares you sold last year has you in a panic, not to worry. Netbasis Navigator is here to help. Netbasis Navigator has the same powerful tools and features as the popular Netbasis application, including Power Search in case you don’t have much information about your original acquisition.* But rather than leaving you to decide which menu item to select and what you should do next, Netbasis Navigator[…]

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Netbasis
Netbasis

Although the Netbasis application is[…]

Investment Portfolio Management
Investment Portfolio Management

Available through the eShareholder website,[…]

Investor Resources And Tools
Investor Resources And Tools

eShareholder.com is a new all-encompassing[…]

8949 Verifier
8949 Verifier

There’s a new verification tool that[…]

Netbasis Navigator
Netbasis Navigator

If the thought of calculating the cost[…]