$12.95
Includes schedules of securities purchased and sold, capital gains and losses, money market accounts, IRA’s and H.R. 10 plans, securities owned and annual income summary. Also includes information on financial planning, broker’s reports and IRA’s.
The Dome Securities Register is the definitive ledger for investors needing to meticulously track their portfolio for tax accuracy and financial planning. Sized at 7.75″x10″, this register provides structured schedules essential for managing long-term and short-term holdings. It includes dedicated sections for recording securities purchased and sold, ensuring accurate calculation of capital gains and losses—a critical component of tax filing. Furthermore, it organizes records for Money Market Accounts, IRAs, and H.R. 10 plans. Beyond transactional tracking, the register offers valuable reference information on financial planning and interpreting broker’s reports, making it an essential tool for maintaining cost basis integrity and simplifying year-end investment reporting.
| Weight | .45 lbs |
|---|---|
| Dimensions | 7.75 × 10 × .5 in |
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Mark Poggioli –
You have got to pay attention to your cost basis and this record keeper is the way to do it. No body beats DOME for this purpose.