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<span class="pageheader">GK Tips and Enhancements</span><hr>
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<A HREF="#PInfo">GainsKeeper awarded BBBOnline Privacy Seal</a><br>
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<A HREF="#Used">Avoid Taking Artificial Capital Losses in a Volatile Stock Market</a><br>
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<A HREF="#Control">Enhanced Charting Functionality</a><br>
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<A HREF="#Correct">The Corporate Action research section is now open!</a><br>
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<A HREF="#Prohibit">GainsKeeper Usability Tips</a><br>
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<b>GainsKeeper awarded BBBOnline Privacy Seal</b>
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GainsKeeper.com is pleased to announce that it has been awarded the Better Business Bureau Online Privacy Seal for excellence in information practices.
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&quot;GainsKeeper.com has shown the strongest dedication to protecting its customers' privacy by participating in the BBBOnLine Privacy Program and posting the BBBOnLine Privacy Seal. We commend them for making a commitment to good privacy policies,&quot; said Russ Bodoff, Senior VP and COO of BBBOnLine.
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Launched in March 1999, BBBOnLine Privacy awards seals to online businesses that have been verified to be following good information practices. These practices include clearly posted privacy policies meeting rigorous privacy principals (including notice to consumer, disclosure, choice and consent, access and security), monitoring and review by a trusted organization, and consumer dispute resolution. For more information, please go to the <a target="_blank" href="http://www.bbbonline.com">Better Business Bureau</a> website.
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This award is just the latest example of GainsKeeper's continuous effort to ensure the privacy of its members. All information is password protected in a state-of-the-art relational database system with bi-daily backups. In order for you to securely access your investment information from any browser enabled computer, GainsKeeper encrypts every transaction to and from its servers using SSL technology and a digital certificate provided by VeriSign. VeriSign's services and digital certificates are used by all of the Fortune 500 companies with a Web presence.
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<A class="Pageheader" NAME="Used"><b>Avoid Taking Artificial Capital Losses in a Volatile Stock Market</b></A>
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<A HREF="#content" class="InTitle">&lt;&lt;&nbsp;Back to Top</a>
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GainsKeeper's CEO, Duncan Routh, is advising GK users not to attempt to sell declining positions with the specific intention of realizing losses and buying back the same security at a lower cost.
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&quot;Wash sale rules are one of the most widely misunderstood tax concepts affecting investors today&quot;, according to Routh. &quot;For example, many investors who bought Microsoft (MSFT) in the $100's may be tempted to sell it in the $70's, realize a large loss for tax purposes, and then buy back the stock at a much lower cost basis. However, the IRS wash sale rules require that a capital loss must be deferred if this type of maneuver is
used.&quot;
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IRC Section 1091 states that if a 'substantially identical' security is purchased within 30 days, the loss can not be recognized until the new position is sold. To make matters even more complicated, the 30-day measurement includes shares purchased on, prior to, or after the date of the realized loss, effectively creating a 61-day wash sale window. Investors who fall into this trap must defer their losses until they dispose of the new position.
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<b>Enhanced Charting Functionality</b>
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<A HREF="#content" class="InTitle">&lt;&lt;&nbsp;Back to Top</a>
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&quot;GainsKeeper has subscribed to CBS MarketWatch's BigCharts service to
provide its members with the best stock charts on the Internet. The charting
functionality will now allow GainsKeeper members to chart a company's stock
performance against its earnings, dividends, splits or the S&P 500, DJIA and
NASDAQ Indices. Charts can be created for time frames of 1-day out to
1-decade. It's just one of many small steps GainsKeeper is taking to make
'smart investing' easier for the individual investor.&quot;
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- Chad Cook, GainsKeeper President
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<b>The Corporate Action research section is now open!</b>
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<span class="note1">
GainsKeeper's corporate action team has created the premier online corporate action search engine. The Corporate Action section allows individual investors to search for company specific
corporate actions, including Stock Splits, Reverse Splits, CUSIP/Name Changes, Distributions/Spin-offs, Mergers, Stock Dividends, Return of Capital, Liquidations, Reorganizations.
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<b>GainsKeeper Usability Tips</b>
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<span class="note1">
<b>1)</b> You only need to use the Wizard to enter trades placed prior to 1/1/99.
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<b>2)</b> For faster response times, enter your trading activity in order of trade date.
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<b>3)</b> You can view your portfolio by Owners, Brokerages, Accounts or on the aggregate level by clicking on the corresponding link in the Portfolio Overview tab.
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<b>4)</b> You can use GainsKeeper's Watchlist tab to record securities that you are interested in tracking, but don't own. Of course, you can also use the Watchlist to track your actual GK portfolio by clicking the &quot;Add All Symbols&quot; button to copy all your holdings into the watchlist.
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<b>5)</b> The New Corporate Action section is now open! Click on the Corporate Action tab to research mergers, spin-offs, splits, name changes, etc. since January 1, 1999.
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<b>6)</b> Enhanced Capital Gain/Loss Reports for easier completion of your Schedule D. To do this, we have added new items to the Realized Gain/Loss Report, 'ST/LT Total Sales' and 'ST/LT Total Cost'. See the Help button on the Reports tab for details on how to fill out your Schedule D. Then simply attach GainsKeeper's Realized Capital Gain/Loss Report to your Schedule D for tax filing.
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<b>7)</b> Faster Reports generation! GainsKeeper's new PDF formatted Reports allow users with large portfolios to create their Capital Gain/Loss Reports in seconds. Look for the PDF format check box in the Reports Section.
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<b>8)</b> Are you using GainsKeeper everyday? The Schedule D report is just the tip of the iceberg. By using GK on a regular basis, you'll always know your correct gains and losses. You will be able to make smarter trading decisions that allow you to proactively offset your gains with losses. The trick is to minimize the amount you owe the tax man at the end of the year!
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<td class="note8c">Copyright&copy;1999-2000 GainsKeeper, Inc. All rights reserved.</td>
<td class="note8c" nowrap align="right">&nbsp;<a target="_blank" href="Privacy.asp">GainsKeeper&copy; Privacy Statement</a></td>
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