No. of Recommendations: 1
I do a combination of old and new, I keep a file of each (25 different) stock with the end of year statement. I also plug the dividends, #shares, purchase price into a spreadsheet quarterly.
Each stock has a spreadsheet page that rolls up into a consolidated statemnt.
When I sell (normally just close the position) a copy of the full spreadsheet (also has split info adjusted basis etc) goes into file that gets incorporated into the tax folder for that year.

I hand folder over to my preparer and all data is there in hard copy.

I keep the electronic file because I can and move it to the end of the active stocks.
Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.