Beta features
Eligibility checks and the single-lot preview on this page are free for everyone. The beta features on this site are free with a $5 donation. One donation unlocks every beta feature: the Securities Loss Calculator full worksheet and printable pack, Payment Watch personal tracking when it launches, the Claim Letter Builder send-ready pack, and Breach Exposure case details.
Securities Loss Calculator
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A case becomes calculable only after its plan of allocation is transcribed from the official notice and verified line by line. Cases without a verified transcription show the refusal reason instead of a number. Your entries stay in your browser; nothing is sent anywhere.
1. Pick a case
2. Check a purchase date
3. Preview one purchase lot (free)
4. Full worksheet (beta)
The full worksheet matches all of your purchases and sales under the plan's matching rule, applies the market gain/loss test when the plan requires one, and produces a printable pack. It is a beta feature, free with a $5 donation.
4. Full worksheet
Security: . Shares still held at (the end of the lookback window) are valued by the plan's held rule. Enter every purchase and sale of this stock in the class period, plus any shares you already held when the class period began.