Optimize Your Taxes

A simple, yet sophisticated tool that compares the cost basis of all securities’ tax lots to help you choose which to sell in order to reduce tax liability and optimize your returns.

View Your Reports

View current or historical snapshots of your investments through an array of dynamic reports that display your information in easy-to-understand formats.


Prepare Your Schedule D

Track all of your closed positions for both covered and uncovered securities and export your Schedule D tax forms.

Receive Live Alerts

Generate alerts with a review function that ensures you are always aware of relevant market changes.


Consolidate Your Accounts

Centralize all of your accounts into one platform that allows you to track and manage your investments for each account.

Measure Your Performance

Benchmark your portfolio’s performance against appropriate market indices that match the way your investments are structured.


What do our users say?

We make managing your portfolios easy. You'll love what what can do for you!

"ePortfolio Manager has not only helped me manage all of my investment accounts in one location, but it also adjusted the historical cost basis on my uncovered securities. ePortfolio is the solution to providing what my broker could not."

Jason H., Mesa, AZ

"ePortfolio Manager is the perfect tool for investment planning. I am also amazed at how easy ePortfolio is to use. Finally, a solution for the investor!."

Ryan V, Spokane, WA