SiebertNet helps you be a tax-smart investor. You can trade stock, options and mutual funds online by tax lot.¹ Click to view.

Monitor your unrealized gains/losses in real time from your customizable positions screen. Export your Portfolio and Tax information to Microsoft Excel with one click. Click to view.

View full tax lot detail for open lots including holding period and unrealized gains/losses. Click to view.

View full tax lot detail for closed lots including realized gains/losses (or "past sales" in retirement accounts with date acquired, date sold, holding period and cost basis. Click to view.

Get an overview of your account's current realized gain/loss status including year-to-date gain/loss, disallowed loss, net gain/loss and whether the gain/loss is short or long term. Click to view.

See realized gains/losses broken out by position and tax lot for the current and previous year, including disallowed wash sales. Search realized gains/losses by date range for the past two years. Click to view.

You can even view tax lot detail on all closed positions, regardless of how long ago they occurred. Click to view.

If you've transferred securities to Siebert from another brokerage firm, it's easy to enter the cost basis. You can even break aggregated cost basis of transferred stock into separate component tax lots with the correct cost basis for each. Click to view.