Welcome to CapitalChangesOnline.com, by Evaluation Services Inc. CapitalChangesOnline.com is your one stop source for Capital Change Reporting and Cost Basis calculations. If you can't find what you're looking for, please go to our homepage   www.appraisenj.com.

Identifying capital changes and calculating cost basis has never been easier. For most of our applications, all you need is a ticker or Cusip number and a credit card. An account number is required to access the capital change reporting and cost basis calculator. Otherwise, simply click on the product offerings listed below to immediately generate your reports.

Capital Change Reporting / Cost Basis Calculator:  Evaluation Services, in partnership with Xcitek, offers historical cost basis with tax allocation factors, corporate actions, transfer/paying agents, and an exclusive Cost Basis Calculator. Click here to see current fee schedule. To avoid unintended charges, please review  the user manual. See Sample Reports:
Corporate Action Overview (without tax status).
Corporate Action Detail (without tax status).
Corporate Action/Capital Changes Overview (with tax status).
Corporate Action/Capital Changes Detail (with tax status).
Cost Basis Calculator.

Cost Basis for a Dividend Reinvestment Plan (Equities Only): Calculates the cost basis, market value, and capital gains (losses) for dividend reinvestment plans, automatically adjusting for stock splits.
Fee: $2.85 per security per year of data. $5.00 minimum per report. See sample Report.

Portfolio Pricing: Historical pricing information for domestic and international securities, including equities, mutual funds, corporate & municipal bonds, mortgage backed securities, exchange rates, and collateralized mortgage obligations.  The report shows unadjusted high, low, and closing price. It also returns bid, ask and closing prices for bonds. Fees: $0.50 for an equity and $2.50 per security for everything else. $5.00 minimum per report. See sample Report. 

Dividend and Split History: Historical report of dividends paid by a security with Ex-Date, Rec-Date and Pay-Dates. Also includes Stock Split history.
Fee: $1.60 per security. $5.00 minimum per report. See sample Report.

1040-1041 Income Allocator:  Calculates and allocates the amount of income earned in a fiscal or calendar year between the 1040 and 1041 tax returns.
Fee: $1.60 per security. $5.00 minimum per report. See sample Calendar Year Report,
See sample Fiscal Year Report