Customer Testimonials

" Just wanted to send a huge thank you for a great product and a great value. I've tried every other software I could find on the internet and even the $300+ ones did not work as easily and seamlessly as ST. With over 3,500 transactions others were hard to use, didn't transfer all the data, numbers didn't reconcile to 1099 and it took time and effort to figure out how to use it .... Read more testimonials "

Daryl Smith

 

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ALL NEW 2013 SIMPLY TRACK READY FOR Download

For limited time , Unlimited trades, just $49.99

Simply Track , is an easy-to-use stand alone application that simplifies portfolio tracking and IRS Schedule D generation. If you are an active trader then you landed into right place and you need Simply Track for your tax reporting and portfolio analysis. Product is plain, simple, feature packed award winning software. You can use Simply Track in 2 ways.

1. With Simply Track you can import all your trades from various brokerage accounts and generate your Schedule D with a click of the mouse. Don't spend hours doing wash sale calculations for your capital gains tax forms, Simply Track will do it all for you. You can even export your Schedule D into .TXF format for importing into any tax software program that accepts TXF files such as TurboTax™ and TaxCut™

2. You can simply track your stock or mutual fund positions in multiple portfolios, even with various online brokers. Using Simply Track you can bring all account data together for monitoring multiple portfolios and watch lists with up to 30 different parameters, including buy & sell, gains & losses, net gain & wash sales as well as total portfolio values for both long and short positions. Note that the IRS requires (and Simply Track reports!) all wash sales including those inadvertently accrued across portfolios. You can also generate reports like individual Stock Gain/Loss, Asset Allocation, Sector Allocations and much more.

We now offering Schedule D1 preparation service

 

Product highlights:

  • Accurately calculates wash sales. Click here to read how wash sale works.
  • Supports many online brokers. Most cases it is a direct import from your broker account.  No need for reformatting your trade history. Click here to learn import process.
  • Handles an unlimited number of transactions (unlike other stock tracking programs).
  • Adjusts your stock splits automatically so that you don't need to do this by hand.
  • Automatically does FIFO trade matching to satisfy IRS wash sale requirements
  • Automatically creates a Schedule D-1 attachment and prints this IRS form for submitting along with your other Federal forms.
  • Export your Schedule D Gains & Losses report in TFX format so that you can use it for electronic filing and for importing into TurboTax™, TaxCut™ or similar programs.
  • Simply Track can import trades from a wide variety of formats including delimited text, Excel™, Money™ and Quicken™, or you may choose to cut and paste your trades from your online trade history.
  • Generates Schedule D-1 wash sale reporting even using imported data from previous and post tax years to accurately move forward wash sale adjustments.
  • Correctly computes wash sales for overlapping long term and short term trades.
  • Makes wash sale adjustments even for unequal numbers of shares bought and sold.
  • Automatically handles matching of short sales based on trade date.
  • MTM reporting

We now offering Schedule D1 preparation service

Product Highlights
Automatically downloads your trades
Unlimited number of transactions
Computes wash sales on your Schedule D
Lightning fast performance
Can import trades from a wide variety of formats
Adjusts stock splits automatically
Export your Schedule D into TurboTax™, TaxCut™ or similar programs
Handles an unlimited number of transactions
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