The Next Generation of

Netbasis

®

is Finally Here!


NetWorth Services is excited to introduce to you the next generation of our award-winning cost basis application, Netbasis. This new, state-of-the-art version boasts faster processing capabilities and an enhanced data verification process.

Calculate Your Adjusted Cost Basis in Seconds


With minimal information, Netbasis can automatically calculate an adjusted cost basis for securities going back as far as 1925.

Learn More

Calculate Your Adjusted Cost Basis in Seconds


With minimal information, Netbasis can automatically calculate an adjusted cost basis for securities going back as far as 1925.

Learn More

CORPORATE ACTION ADJUSTMENTS

  • Splits
  • Spin-Offs
  • Dividend Reinvestments
  • Mergers
  • Liquidations
  • Mutual Fund Conversions

BACK OFFICE
SOLUTIONS

  • High Speed Batch Service
  • ACAT Verification
  • Wash Sale Batch Service
  • Tax Optimization

RIAs and TAX PROFESSIONALS

  • Historical Cost Basis
  • Tax Sale Planning
  • Tax Loss Harvesting
  • Tax Optimization

"What Information Do I Need To Start Using Netbasis?"


Netbasis has your security’s corporate actions (splits, mergers, spin-off, etc), pricing and dividend information. Netbasis requires only a minimum amount of information from you to calculate your cost basis. After identifying the original security you acquired, you just need to enter the following information:

calender

Share Dates

Enter the date(s) for shares you acquired (purchased, inherited or received in a spin-off). Then enter the date(s) for the shares you sold.

stock

Amount of Shares

Enter the number of shares for every acquisition. Then enter the number of shares for every sale.

reinvest

Dividend Dates

You don’t have to enter every dividend. Click “Yes” if you reinvested dividends for the entire holding period or enter the start or end dates.