CapGainsValet is LIVE for 2026 — with a full refresh. Take a look around and let us know what you think.
If you spot something that could be clearer, easier, or better, we’d love to hear it.

For advisors and sales teams

CGV Ticker Delivery

Your tickers. Our research. Delivered weekly.

Give us the mutual funds and ETFs you care about. Every Monday during capital gains season, we'll send you a fully updated, color-coded spreadsheet that's easy to sort, search, and scan.

Paid service, minimum fee $325. Ticker Delivery is a weekly service that runs during capital gains season, not a free lookup for individual tickers. Pricing depends on your ticker list.
Desktop monitor on a wooden desk displaying the CapGainsValet sample capital gains estimates spreadsheet
You send:
a spreadsheet of tickers
We send:
updated estimates, dates and distribution details
When:
every Monday during the season
Format:
color-coded Excel file, ready to sort or filter
Pricing:
based on ticker list, minimum fee $325
View a Sample Delivery Spreadsheet

Ready to stop hunting for estimates?

Send us your ticker list and a little about your firm. We'll take it from there.

Request Pricing →