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| <!--DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">--> | |
| <!-- include page header --> | |
| <html> | |
| <head> | |
| <meta HTTP-EQUIV="Content-Type" Content="text-html; charset=Windows-1252"> | |
| <LINK REL="stylesheet" HREF="gk_style.css" TYPE="text/css"> | |
| </head> | |
| <!--onKeyDown="ChkKey()"--> | |
| <body topmargin="0px" marginheight="0px" leftmargin="0px" marginwidth="0px" LINK="#339966" VLINK="#339966"> | |
| <form name="f1" action="default.asp" target="_top" method="post" onsubmit="return(Complete())"> | |
| <table background="himg/hm_space.gif" cellpadding="0" cellspacing="0" border="0" width="100%"> | |
| <tr> | |
| <td><img width="68" height="70" src="shared/sh_logo.gif"></td> | |
| <td><img width="367" height="70" src="himg/hm_head.gif"></td> | |
| <td width="100%"> </td> | |
| <td><img width="175" height="70" src="himg/hm_right.jpe"></td> | |
| </tr> | |
| </table> | |
| <table cellpadding="0" cellspacing="0" border="0" width="100%"> | |
| <tr> | |
| <td bgcolor="#0" height="17"><img width="68" height="17" src="shared/bb68x17.gif"></td> | |
| <td bgcolor="#0" height="17"><img src="himg/hm2_tag.gif"></td> | |
| <td bgcolor="#0" width="100%" height="17" valign="top" align="right"> <a target="_blank" href="feedback.asp?s=default%2Easp"><img border="0" src="" alt="" WIDTH="70" HEIGHT="9"></a> </td> | |
| <!-- | |
| <td bgcolor="#0" width="100%" height="17" valign="top" align="right"> <a target="_blank" href="feedback.asp?s=default%2Easp"><img border="0" src="shared/feedback.gif" alt="Give us your thoughts" WIDTH="70" HEIGHT="9"></a> </td> | |
| --> | |
| </tr> | |
| <table border="0" cellspacing="0" cellpadding="5" height="100%"> | |
| <tr> | |
| <td bgcolor="#003366" valign="top" height="100%"><img width="58px" src="shared/bb68x17.gif"></td> | |
| <td valign="top" width="100%"> | |
| <span class="pageheader">How does GainsTracker Compare?</span><hr> | |
| <table cellspacing=0 cellpadding=0 width="100%" border="0"> | |
| <tr><td colspan=4 class="note1" width="10%"> | |
| <p><span class="note1">Portfolio trackers can tell you the current value of your investments, but | |
| that’s about all.GainsKeeper’s <i>service </i> goes beyond today's portfolio tracking options.</span></p></td></tr> | |
| <tr><td colspan> | |
| <span class="note1b">Click Here:</span> | |
| <a href="CompTracker.asp"><font size="2" color="#0000ff" face="Arial">Compare Your Tracker</font></A></td></tr> | |
| <tr><td colspan="4"> | |
| <span class="note1">GainsKeeper has the only portfolio tracking service that is backed by | |
| securities and taxation experts. GainsKeeper automatically adjusts your | |
| portfolio for wash sales trading activity, splits, mergers, spin-offs, and other | |
| messy corporate actions. Instead of just telling you the current value of your | |
| investments, GainsKeeper’s service -- accessible from any Internet connection -- | |
| provides you with </span><a href="GKnotavail.asp"><font size="2" color="#0000ff" face="Arial">services</font></a><span class="note1"> not available anywhere else. | |
| But, don’t just take our word for it; go ahead, test out the other portfolio | |
| trackers and see how they perform. We’re so confident that you’ll quickly see | |
| the unique value of GainsKeeper that we’ll even provide you with a quick path to | |
| each competing tracker. Simply click on the name of the tracker you’d like to | |
| test and off you go. (Click here for </span><A HREF="ab_examples.asp"><u><font color="#0000ff" size="2" face="Arial">examples</A></u></font><span class="note1"> to conduct a test)</span></p> | |
| <p></td></tr></table> | |
| <table border="1" cellPadding="0" cellSpacing="0" width="800"> | |
| <tbody> | |
| <tr> | |
| <td bgColor="#008000" colSpan="9" vAlign="top"> | |
| <p align="center"><font color="#ffffff"><b>Portfolio Tracker Comparison</b></font></p></td></tr> | |
| <tr> | |
| <td vAlign="middle" width="8%"> </td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1b">Gains-</span> | |
| <br><span class="note1b">Tracker</span></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1b">AOL-</span> | |
| <br><span class="note1b">Finance</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1b">Clear-</span> | |
| <br><span class="note1b">Station</span></td> | |
| <td vAlign="middle"align="center" width="3%"> | |
| <span class="note1b">CNBC/</span> | |
| <br><span class="note1b">Smart-</span> | |
| <br><span class="note1b">Money</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1b">MSN-</span> | |
| <br><span class="note1b">Money</span> | |
| <span class="note1b">Central</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1b">Quicken</span><br> | |
| <span class="note1b">.com</span></td> | |
| <td align="middle" width="3%"> | |
| <span class="note1b">Sell-</span><br> | |
| <span class="note1b">Signal</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1b">Yahoo</span></td></tr> | |
| <tr> | |
| <td bgColor="#008000" colSpan="9" vAlign="top"> | |
| <p><font color="#ffffff"><b>Automation </b></font></p></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"> | |
| <span class="note1">ST/LT G/L Characterization</span></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"><font size="1"> | |
| <span class="note1">N</span></font></td> | |
| <td vAlign="middle"align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="Center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="Center" width="3%"> | |
| <span class="note1">N</span></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"> | |
| <span class="note1">Wash Sales:</span></td> | |
| <td vAlign="middle" align="center" width="2%"><b> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="Center" width="2%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="Center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="Center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle"align="Center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="Center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td></tr> | |
| <tr> | |
| <td vAlign="middle" width="8%" > | |
| <!-- | |
| <img src="images/rowtriangle.gif"> <span class="note1c">Identifies Wash Sales</span></td>--> | |
| <ul> | |
| <li class="note1">Identifies Wash Sales</li></ul></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="Center" width="3%"> | |
| <span class="note1">(1)</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td></tr> | |
| <tr> | |
| <td valign="middle" width="8%"> | |
| <!-- <img src="images/rowtriangle.gif"> | |
| <span class="note1c">Adjusts G/L for Deferred Loss</span></td>--> | |
| <ul><li class="note1">Adjusts G/L for Deferred Loss</li></ul></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y</b></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td></tr> | |
| <tr> | |
| <td vAlign="middle" width="8%"> | |
| <!-- | |
| <img src="images/rowtriangle.gif"> <span class="note1c">Adjusts Cost for Deferred Loss</span></td>--> | |
| <ul> | |
| <li class="note1">Adjusts Cost for Deferred Loss</li></ul></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="Center" width="3%"> | |
| <span class="note1">N</span></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"><b> | |
| <span class="note1">Automatic Adjustment of :</span></b></td> | |
| <td colSpan="8" vAlign="top" width="2%"> | |
| <p align="center"><span class="note1b">Shares / Cost Basis / Gain or Loss:</span></p></td></tr> | |
| <tr> | |
| <td vAlign="middle" width="8%"> | |
| <ul> | |
| <li class="note1">Stock Splits</li></ul></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><strong>Y/Y/Y</strong></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y/Y/Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y/Y</b></font><font size="2">/</font><font size="1"><span class="note1">N</span></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td></tr> | |
| <tr> | |
| <td vAlign="middle" width="8%"> | |
| <ul> | |
| <li class="note1">Reverse Stock Splits</li></ul></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y/Y/Y</b></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y/Y/Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td></tr> | |
| <tr> | |
| <td vAlign="middle" width="8%"> | |
| <ul> | |
| <li class="note1" >Stock Dividends</li></ul></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y/Y/Y</b></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td></tr> | |
| <tr> | |
| <td vAlign="middle" width="8%"> | |
| <ul> | |
| <li class="note1">Mergers & Acquisitions</li></ul></td> | |
| <td vAlign="middle" align="center" width="2%""> | |
| <font color="#0000ff" size="2"><b>Y/Y/Y</b></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N/N/N</span></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td></tr> | |
| <tr> | |
| <td vAlign="middle" width="8%"> | |
| <ul> | |
| <li class="note1">Spin-offs</li></ul></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y/Y/Y</b></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td></tr> | |
| <tr> | |
| <td vAlign="middle" width="8%"> | |
| <ul> | |
| <li class="note1" >Return of Capital Distributions</li></ul></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y/Y/Y</b></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N/N/N</span></td></tr> | |
| <tr> | |
| <td bgColor="#008000" colSpan="9" vAlign="top"> | |
| <p><font color="#ffffff"><b>Tax Features</b></font></p></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"> | |
| <span class="note1">IRS req’d FIFO Sell Default</span></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"> | |
| <span class="note1">Creates Schedule D Document</span></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y</b></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"> | |
| <span class="note1">Schedule D suitable for tax filing</span></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">(2)</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">NA</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">NA</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">NA</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">(3)</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">NA</span></td></tr> | |
| <tr> | |
| <td bgColor="#008000" colSpan="9" vAlign="top"> | |
| <p><font color="#ffffff"><b>Functionality</b></font></p></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"> | |
| <span class="note1">Specific ID Selling</span></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><B>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N</span></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"> | |
| <span class="note1">Aggregates Multiple Accounts<b>*</span></b></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><B>Y</b></font></td> | |
| <td vAlign="center" width="2.5%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"> | |
| <p><span class="note1">"As of" Trade Processing</span></p></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><B>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"> | |
| <p><span class="note1">"As of" Corporate Action Processing</span></p></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><B>Y</b></font></td> | |
| <td vAlign="center" width="2%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"> | |
| <span class="note1">Maintains Transaction History</span></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><B>Y</b></font></td> | |
| <td vAlign="center" width="2.5%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"> | |
| <span class="note1">Requires Software Download</span></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"> | |
| <span class="note1">Access to portfolio from any Internet connection</span></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="2%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"><font size="2"> | |
| <p><span class="note1">Data Import</span></font></p></td> | |
| <td vAlign="center" width="2%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="2%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td></tr> | |
| <tr> | |
| <td vAlign="top" width="8%"> | |
| <p><span class="note1">Multiple Symbol Entry</span></p></td> | |
| <td vAlign="center" width="2%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="center" width="2%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="center" width="3%"> | |
| <p align="center"><span class="note1">N</span></p></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <span class="note1">N</span></td> | |
| <td vAlign="middle" align="center" width="3%"> | |
| <font color="#0000ff" size="2"><b>Y</b></font></td></tr></tbody></table><font size="2"></font><b></p> | |
| <table cellspacing=0 cellpadding=0 width="100%"> | |
| <tr><td colspan=4 class="note1"> | |
| * Aggregation of multiple accounts allows investors to | |
| record investments from different brokerages or different accounts within the | |
| same brokerage in different GainsTracker portfolios. The key to aggregating | |
| investment information is to allow users to run Capital Gain/Loss Reports that | |
| include all investments from their different portfolios. Proper aggregation also | |
| requires spouses who file jointly to be able to create a separate portfolio that | |
| is also included in Capital Gain/Loss Reports and analysis.</td></tr></table> | |
| <ol> | |
| <li class="help10"><span class="note1">SellSignal will identify every single buy within 30 days of a sale at a | |
| loss as a "potential" Wash Sale. It does not identify which of the buys | |
| actually created the wash sale.</li></span><br> | |
| <li class="help10"><span class="note1">Clearstation’s Schedule D does not include any short term or long term | |
| gain/loss breakout.</span></li><br> | |
| <li class="help10"><span class="note1">SellSignal’s Schedule D is only as good as its data. SellSignal’s default | |
| sell method is "HIFO" (Highest In First Out), a methodology not recognized by | |
| the IRS. Additionally, without wash sale or corporate action adjustments | |
| SellSignal’s Schedule D is incomplete.</span></li></ol> | |
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| --> | |
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