Simply Track Pro 3.3

Simply Track Pro 3.3



Size:6.0 MB

Date Added:01 February, 2013

Author: VBS Solutions Inc,

Category: Business



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 TurboTaxOao and TaxCutOao

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.

Accurately calculates wash sales.
Supports many online brokers. Most cases it is a direct import from your broker account. No need for reformatting your trade history.
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 TurboTaxOao, TaxCutOao or similar programs.
Simply Track can import trades from a wide variety of formats including delimited text, ExcelOao, MoneyOao and QuickenOao, 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

Systems: Windows 7, WinNT 4.0, WinXP, Windows 2000, Windows Vista, Windows2003

Tags: tax   finance   trade   schedule D  

Reviews of Simply Track Pro

- required fields

Related Downloads

1. ezPaycheck 2009 2.5.1 Revolutionary new small business payroll software is user friendly, super simple and totally risk free. The software is ideal for owners of small to mid-sized businesses who have only basic computer skills and little accounting know-how. Build in... DetailsDownload  - Screenshot

Tags: dc tax   automatically calculates   50 states   tax   print  

2. Online Tax Pros 1 Take the pain out of tax time with quick and easy online tax preparation and direct e-filing to the IRS with Online Tax Pros. Online Tax Pros lets you prepare your federal tax return for free. We are also an Authorized IRS e-file Provider.... DetailsDownload  - Screenshot

Tags: online tax pros   online tax   tax pros   e file   tax  

3. ezPaycheck 2008 2.4.1 Revolutionary new small business payroll software is user friendly, super simple and totally risk free. The software is ideal for owners of small to mid-sized businesses who have only basic computer skills and little accounting know-how. Build in... DetailsDownload  - Screenshot

Tags: dc tax   automatically calculates   50 states   tax   print  

4. Instant Invoice n Cashbook 2007 4.5.5 Invoice/ billing, quotation & cashbook software for the small business. Very fast setup & easy to use. Setup up wizard to get your first invoice out in minimum time. Track customer payments and outstanding invoices. Preview, print &... DetailsDownload  - Screenshot

Tags: ms excel   invoice listings   invoices   invoice   customer  

5. My Fuel Tax 4.01 Build 0082 My Fuel Tax is an Easy to Use IFTA compliant Tax Software that helps you prepare your quarterly fuel taxes. It will work for individual owner operators and small fleets. If you have Microsoft Excel, it can also generate the NY HUT, OR HUT, NMWDT,... DetailsDownload  - Screenshot

Tags: IFTA Software   Fuel Tax   IFTA Tax Software   Ifta   international   agreement   ifta tax   IFTA reporting   Fuel Tax Reporting  

6. Flipping Book Themes Fresh Fruit Style 1.0 New flipping book themes are coming out today. The style we call it fresh fruit, as we use fresh fruit cut as background to create atmosphere of enjoyment. And this set of fresh fruit style template has three different themes for people to make... DetailsDownload  - Screenshot

Tags: Flash Flipping Book   flash flipping   flip book   Flipping Book   Flip Book Maker   Flipbook Software   Flash Magazine   flip-page brochure   Flash Page Flip   page Flip   Digital Publications  

Popular Downloads

1. Quickarticlepro Article Writing Software 3.0 Article Generator is easy to use article writing software. Article software helps you in writing high quality articles within no time. Article Generator is an inexpensive professional writer key for well written articles. Content Writing Software... DetailsDownload  - Screenshot

Tags: Article Writing Software   Content Writing Software   Article Generator   Content Article Generator   Article Software   Article Builder   Article Writer Software   Article Writing   Article Creator Software  

2. PowerVue Circuit Analyzer 6.00 Highly versatile and easy to use, PowerVue was designed for use on most electrical design and analysis applications. Use it for commercial building services, industrial plants, distribution systems, power factor correction. Any project where you... DetailsDownload  - Screenshot

Tags: Fault Calculation   Load Flow   Circuit Design Software   Electrical Design Software  

3. College Scientific Calculator 36 A handy, fast, reliable, precise tool if you need to perform complex mathematical calculations. Scientific Calculator Precision 36 is programmed in C#. All calculations are done in proprietary data type. The calculator handles mathematical... DetailsDownload  - Screenshot

Tags: scientific calculator   decimal   High Precision   trigonometric functions   Hyperbolic Functions   Inverse Functions  

4. Extract Email Addresses from Outlook 4.4.17 Extract Email Addresses is a powerful and easy-to-use Microsoft Outlook Add-In for extracting email addresses from email messages, contact items and distribution lists in Microsoft Outlook folders and mailboxes. The extracted email addresses can... DetailsDownload  - Screenshot

Tags: extract email addresses   Extract Email Address   extract email addresses from outlook   get email addresses   get email address   Email Addresses Extractor   distribution list email addresses   csv file email addresses   export email addresses  

Top Software

New Software

Top Search

Latest Reviews