Disclosure Data

  • Produce a real-time Risk Dashboard to quantify the hidden costs and risks in over 3000 income-producing securities 
  • Understand estimated buyer and seller losses before committing capital to minimize losses and maximize returns
  • Monitor risk in customized portfolios and watchlists
  • Create customizable alerts when risk is low or high
  • Search for alternative securities with lower Distribution Risk profiles
  • Available on FairShares.com or via API License for Fiduciaries and Data Providers
  • Corporate subscriptions available
Disclosure Data

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Learn Why Disclosure Data Is a Critical Tool For Fiduciaries And Investors Who Seek To Maximize Their Returns And Protect Their Clients

Disclosure Data

Keep More Of What You Earn By Understanding And Mitigating Distribution Risk – Includes Online Course

 

Estimate Ordinary Income Losses Before Committing Captial

Estimate Qualified Income Losses Before Committing Capital

Understand the Distribution Premium and its Impact on Buying Power

Security Specific Risk Assessments on 3000 Securities with More Securities Added Soon

Time Your Purchases To Lower Risk

Evaluate Risk For Sellers

Quantify the Future Value of Your Tax Loss

Track the Real-Time Risk in Your Current Portfolio

Create Watchlists to Track Real-Time Risk

Set Customized Alerts To Notify You When Risk is Low

Search a Universe of Securities By Their Level of Risk

Many More Features Coming Soon!

Pricing

Tools That Make Investors More Money - Available In May 2022 - 

Understanding Distribution Risk Online Course

$99.99
$49.95
  • Pays for itself
  • One time payment - lifetime access
  • Increase your returns by managing distribution risk
  • Must have for Fiduciaries
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Discounted Membership - Includes Disclosure Data App

$99.99
$49.95/quarter
  • Access to online course
  • Access to our Disclosure Data App - available to first come first serve beta testers in May, full access by end of July
  • RoboTax - stop paying taxes you don't owe - coming soon
  • Access to our Blog
  • Many new Apps in development all of which make investors more money - coming soon
  • Access to our Community Forums
  • Access to our Online Course
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For Enterprises - RoboTax, Disclosure Data and FairShares

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Contact Us
  • Comply with disclosure laws
  • Create accurate 1099's with RoboTax
  • Create the best performing investment funds
  • Create innovative exchanges that allow fair security pricing for equities and fixed income
  • Protect investors and create efficient markets
  • Be the most tax-efficient broker or custodian
  • Increase the after-tax returns of your 40 Act or Hedge Fund
Get Started