Global Gains Pro is built around how a practice actually works: import the account once, set the rules for the client’s jurisdiction, and export a report that shows its work.
01
Historical spot rates
Convert more than 46 currencies at the rate on each transaction date.
02
Fiscal ↔ calendar year
Convert fiscal-year reports to calendar-year reports, or vice versa.
03
Your cost method
Choose FIFO, LIFO, average cost, or another calculation method.
04
Loss-deferral rules
Set the applicable wash-sale or superficial-loss rules.
05
Whole-account import
Import an entire brokerage account from Excel in one pass.
06
Excel & PDF export
Export the completed results to Excel or PDF for the file.
07
Audit-ready reports
Every lot, rate, and adjustment shown — fast and accurately.
08
U.S. & Canadian schedules
Prepare U.S. Schedules B and D and Form 8949, or Canadian Schedule 3.