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Accounting & BookkeepingTax Preparation & Strategy (new)3MediumBookkeeper$ implied

Bookkeeper struggles to determine cost basis for FIFO stock sale when historical records are incomplete, leading to uncertainty in journal entry classification.

Brokerage statements and internal spreadsheets lack complete cost basis data for very old stock lots purchased in 1996, and no automated FIFO tracking or historical basis lookup is available.

Severity

3Medium

Willingness to Pay

implied

Added

Jun 12, 2026

Workarounds Described

checks own book/excel spreadsheet with over 1000 lines to find cost basis
looks at earliest lot from 1996 when basis is missing

Implied Software Gaps

Automated FIFO lot cost basis tracking with historical price lookup

App Concept

BasisTracker Pro

BasisTracker Pro automatically imports brokerage transactions, maintains a complete FIFO lot history, and fills in missing cost basis data using market data and historical records. It eliminates manual spreadsheet lookup and ensures accurate gain calculations.

Key Features

Auto-import brokerage transactions and cost basis data
FIFO lot matching and history tracking
Gap detection for missing basis with estimated values based on historical prices
Integration with accounting software (QuickBooks, Xero)

Target Users: Bookkeepers and accountants at small to mid-size accounting firms managing client portfolios with legacy stock holdings

Revenue Model: $39/mo per user SaaS subscription

Existing Solutions Mentioned

brokerage statementsinternal spreadsheet/excel

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