How do I add transaction or cost basis information for taxes?
Whether you have synced an account, uploaded a statement, or added a portfolio manually, you can add transactions & cost basis information quite easily from the Transactions tab:
- Go to the Transactions view here: https://portfoliopilot.com/track?view=transactions
- Select your brokerage account from the account dropdown.
- Add the older tax lots either by:
- Manually entering the missing historical transactions (buys/sells); or
- Using the statement upload tool to upload an old statement (CSV, PDF or Excel spreadsheet) with those lots, and our AI will extract the data and update the transactions / tax data for that account.