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Quickly import data and easily calculate and generate a Schedule D report
Gather your clients’ stock transaction history for multiple brokerage accounts on your PC. Records are kept safe and secure in one centralized file on your desktop. Buy and sell transactions are displayed in a simple table for quick reference. Quickly import transactions from Excel® (.CSV), Quicken®, Microsoft® Money and other leading file formats.
Track the performance of your clients’ investments as the market changes. Monitor all positions and perform what if scenarios in multiple accounts to keep posted of their change in value. Trade Accountant puts you in control by providing a snapshot of your cost basis and unrealized gain/loss-by account, by security and by lot.
Trade Accountant enables you to view and quickly match bought and sold positions. Choose FIFO (First In/First Out) to automatically group hundreds of trades in seconds, or manually match specific lots side-by-side, for each security to better determine gain/loss consequences.
Trade Accountant makes tax reporting easier! Your grouped transactions can be printed directly in IRS Schedule D format for attachment to tax return, exported to professional tax software including TaxWise® and other standard tax file formats.