Toolopedia

Mutual Fund Tax Cost-Basis Tracker

A meticulous tool for tracking the cost basis of your mutual fund investments for tax purposes. This tool allows users to manually enter all transactions, including buys, sells, and dividend reinvestments. It then calculates the updated cost basis, total units, and average cost per unit using the average cost method. All transaction data is saved securely in your browser's local storage, allowing you to manage multiple funds and maintain a clear, persistent record for accurate tax reporting.

Preparing the tool. Please wait...