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TradeKeeper 2.5
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More downloads from AmericanWare Size: 12.4MB
Version: v2.5
Date Updated: 9/14/2004 11:34:45 PM
License: $25 or a Donation
Description: Its primary purpose is to automate management of your investment trades and create IRS Schedule D forms for tax filing. It also provides profit and loss reports for your trades. It can be used alone or as a companion product with TurboTax, TaxCut, or TaxWise for electronic tax filing.
Key Features & Benefits:
- Save time and money in tax preparation of Schedule D. Print Schedule D for attachment or export to tax applications (TurboTax, TaxCut, TaxWise) for electronic filing.
- Process trades to match tax lots using the IRS FIFO method.
- Supports long and short trades. Automatically detects short trades (without broker identification).
- Supports wash sale loss calculations.
- Supports option exercises and assignments adjusting cost basis using IRS rules.
- Supports corporate actions such as splits, mergers, and symbol changes.
- Import trades from supported brokers, Quicken QIF, CSV, and TXT file (predefined formats).
- Easily enter repetitive “like” trades or use a spreadsheet to manage your trades. Supports copy/paste to and from spreadsheets. This gives you lot of flexibility in calculating amounts or doing mass data entry changes.
- Data is stored in Microsoft Access 2000 MDB file format. Experienced MS
- Access users can create custom reports.
- Supports multiple accounts. Provides capability to match trades across accounts.
- Supports Stocks, Options, and Futures trades.
- Various portfolio profit/loss reports.
- Windows install/uninstall support included.
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