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3,507,991 downloads |
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970,640 downloads |
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893,187 downloads |
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860,957 downloads |
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792,985 downloads |
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| Developer | Track Your Trades |
| Product Homepage | Track Your Trades |
| Date Added | March 19, 2009, 19:15 GMT |
| License | Free to try (Shareware); $199.95 to buy |
| Week / All Time Downloads | 2 / 110 |
| Filename / Size | tyttv520setup.exe / 1.3MB |
| OS Support |
Windows All |
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Track Your Trades Publisher's Description |
Report for your federal tax return, complete with totals, wash sales, name and SSN |
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|
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.
Track Your Trades 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, Track Your Trades 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.
Featured highlights of Track Your Trades are:
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
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 company, date, or date range
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 |
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Track Your Trades Related Tags |
|
| long-term capital gain |
|
Capital Gains and Losses |
|
wash sales |
|
tax return |
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mutual funds |
|
options |
|
traders |
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Track Your Trades Limitations |
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| 50 transaction limit per account |
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Track Your Trades Version History |
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Track Your Trades Download Button For Your Site |
|
If you want to place a Download Button for Track Your Trades on your website just insert the following code.
If you just want a Link not a Button, you can just link to this page.
You can use one of this logos:
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Track Your Trades User Reviews |
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