lt cap,

Just to add more detail to Gainskeeper - as Jester noted, some brokerages give you free access for being a customer. But I used (and paid) it for a long time (on a yearly subscription basis) to keep track of all the stuff Jester mentioned - cost basis, gains/loss, st/lt, tax rules (wash sales, etc.), splits and merger calcs, etc.  Not a bad program, but the brokerages have caught up with it in terms of such things as I can get realize/unrealized gains, cost basis, all that on the trading platform I think all brokerages provide. I am a little curious as to why they haven't lost a ton of subscribers since the brokerages starting earning their keep, lol.