Netbatch is optimized to process data instantaneously from an API call or by batch run fron a sFTP post.
As data requirements grow, Netbatch is designed to handle increased data loads without compromising on speed or performance.
Netbatch is a low latency solution system that ensures continuous interaction with the client server when processing input or output data.
Netbatch has incorporated state-of-the-art security measures to protect client data and privacy.
Netbatch is backed with a track record of over 25 years of industry service and experience.
Cost Basis Gain/Loss Unrealized / Realized Positions Multiple Sales Methods Transfer In / Outs Asset Class Exchanges Wash Sale Violations (STOs) Ledger Tax Lot Reconciliation Gifting or Inheritance Charitable Giving Lending and Borrowing Yield Farming Staking Airdrops Synthetic Assets Hard / Soft Forks Flash LoansCorporate Action AdjustmentsCost BasisGain/LossUnrealized / Realized PositionsOID Accretion & AmortizationMultiple Sales MethodsTransfer In / OutsExchangesEquity Short PositionsEquity Wash Sale ViolationsGifting or InheritanceCharitable Giving Cost Basis Gain/Loss Unrealized / Realized Positions Multiple Sales Methods Transfer In / Outs Asset Class Exchanges Wash Sale Violations (STOs) Ledger Tax Lot Reconciliation Gifting or Inheritance Charitable Giving Lending and Borrowing Yield Farming Staking Airdrops Synthetic Assets Hard / Soft Forks Flash LoansCorporate Action AdjustmentsCost BasisGain/LossUnrealized / Realized PositionsOID Accretion & AmortizationMultiple Sales MethodsTransfer In / OutsExchangesEquity Short PositionsEquity Wash Sale ViolationsGifting or InheritanceCharitable Giving
Netbatch is a tax lot accounting system that fully automates lot reconciliation and adjustment processes for complicated wash sale scenarios, including the identification of significantly identical securities.
Long Positions:
• Long buys, multiple sales – split deferrals
• Long buys, multiple sales – split lot
• Multiple buys, one sale
• Multiple buys, multiple sales – partial sale
Short Positions:
• Short and multiple buys (long & short combination)
• Short and multiple buys – split lot
• Multiple shorts and multiple buys – partial short
• Multiple shorts and buy
As a complimentary option to our Netbasis high-speed batch (Netbatch) service, we are offering our institutional clients who report the 1099B/DA, a convenient way for their retail customers to access our Netbasis online.
This will empower them to independently manage their cost basis data and file their required 8949/DA and Schedule D with ease and accuracy. We invite you to explore this integrated solution and discuss how we can tailor it to align perfectly with your specific requirements.
NetWorth can provide a best-of-breed API library of modularized features and functionalities, through a seamless connection that can be integrated into their product or service solutions.
Peer Group Intelligence Report (PGIR) provides hedge funds, money managers and executives of FT 500 companies with unprecedented insight into the peer activity of a targeted company by revealing their adjusted cost basis, share flow, and executive compensation/insider filing positions. This institutional investment behavior knowledge gives our users a clear tactical advantage when executing hedging strategies, acquisitions and/or staving off potentially hostile suitors.
PGIR also provides self-to-peer comparative analysis and target insider-holding analysis, target executive compensation, say-on-pay executive compensation reporting and target allocation percentages within the peer group’s portfolio. PGIR can also identify specific buy and sell inflection points within each peer position held, which provides even greater insight into how the holding landscape is evolving in the targeted company.