Welcome Duke Energy Shareholders!
Cost Basis Calculation
Online Portfolio Management
Netbasis will automatically calculate your adjusted cost basis for Duke Energy, or any Duke Energy-affiliated company.
A purchase of one Netbasis transaction for $25.00 will provide you with:
You will need to enter:
This information can often be found on several types of investment documents including: broker and transfer agent statements, your 1099 statement or pay stubs.
ePortfolio Manager is a powerful web application delivered through a user-friendly format that allows you to manage your entire financial portfolio online.
For just $4.95 a month, you can manage a digital overview of multiple accounts all in one application.
With the consolidation of your assets and investment accounts in one place, financial planning and investment strategy can be viewed from a holistic perspective.
ePortfolio Manager is the ultimate in portfolio management – from the company that brought you Netbasis.
Two versions available: one for ESPP employee-shareholders and one for individual investors.
|$25.00 / Calculation!||$4.95 / month|
|Calculate Cost Basis||Get ePortfolio Manager|
If you have questions please email us or call us at 1-888-80-basis.