GruntWorx Trades Summary extracts the Sales Price, Cost Basis and Wash Loss (if applicable) for each of the following:
- Short Term Covered
- Short Term Non-Covered
- Long Term Covered
- Long Term Non-Covered
- Short Term Other
- Long Term Other
- Undetermined
Benefits:
- Reduce 10s/100s/1000s of Trades into a single summary sheet
- Lower cost with fixed priced per Brokerage
- Validated by GruntWorx when used with Organize or Populate
- Self-Validate when used with Populate LITE at no extra cost
- Reduce review time by only having summary information extracted
