Track Your Trades

Track Your Trades simplifies preparation of your tax return by generating a Schedule D (Capital Gains and Losses) tax report. Wash sale reporting is automatically included; however, you have the opportunity to turn it off if you choose to not display wash sales. Likewise, option trades are included, but you can suppress them via a filter. Schedule D (and Schedule D-1 if applicable) can be viewed or printed at your convenience, or exported to TurboTax, TaxCut, or Excel.

Track Your Trades is also a streamlined method of accurately tracking your stock, option, and mutual fund transactions. Its simplicity, speed, and compactness appeal to traders and investors who want convenience when managing their trades. Trades are easily entered (either manually or via import) and retrieved at your convenience from your PC or laptop. Note: the import function does not currently support option trades or trades of stock triggered by exercise of an option. However, such trades can be entered manually.

It will help you strategically plan your income tax return so you can potentially lower or avoid capital gains taxes. If you wish to incorporate strategic tax selling into your tax planning,It is the perfect tool for finding tax-loss candidates. A What-If wizard helps you see a trade outcome beforehand. Also, a "Show open positions" report enables you to see whether the shares you own are eligible for the lower long-term capital gains tax, and if so, how many shares qualify as long-term.

Consulting services such as data entry, user training, and Schedule D preparation may be purchased separately. Please contact us for pricing and additional information.

Features:
· Produces an IRS Schedule D report, complete with wash sales
· Capital gain/loss data (Schedule D) exports to TurboTax, TaxCut, & Excel
· Includes a "What-if" wizard to reveal outcome of a hypothetical trade
· Allows importing of stocks and mutual funds from your online broker
· Allows filtering of reports by date, activity, and equity type
· Unlimited trades! No restriction on the number of trades you may enter
· FREE lifetime upgrades! Purchase only once, no hidden charges!
· 30-Day Money Back Guarantee!
· Calculates weighted share price for partial fills or multiple trades
· Color coding shows profits in green and losses in red
· Shows your open positions (stocks you currently own) & average price
· Calculates portfolio value and trading performance (rate of return)
· Allows adjustment for stock split
· Data file easily exports to Excel, Lotus 1-2-3, or other spreadsheets
· Organizes shares according to long-term & short-term capital gains
· Supports both FIFO and Specific Shares methods for deciding cost basis
· Allows security protection of data via optional password feature
· Allows entry and tracking of stocks, options, and mutual funds
· Allows entry of short sell trades as well as conventional buy trades
· Automatically calculates cost basis each time you sell or buy to cover
· View trades by symbol, date, or date range