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Calculating Stock Basis
Old 01-29-2010, 05:40 AM   #1
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Calculating Stock Basis

Does anyone know of a good site that helps to calculate stock basis for stocks bought over a period of time and that automatically averages in order to give a decent basis for calculating gains/losses ?

Thanks in advance.

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Old 01-29-2010, 08:20 AM   #2
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I don't think you can use average basis for individual stocks. OK for Mutual funds only.

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Old 01-29-2010, 08:58 AM   #3
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You have to either sell a specific lot, identifying it at the time of sale and using that lot basis, or the IRS assumes first-in,first-out (oldest lot sold first).

At Fidelity, you can select which lot you are selling, and they track the basis for each lot. I imagine many other brokers do the same.

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