Simply Track 3.3.2

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Simply Track is a useful and performant application designed to help users to track their tax reporting and portfolio analysis. Simply Track lets you download thousands of trades from your trade history and automatically matches long and shot trades, performs complex IRS Wash Sale calculations and generate Schedule D.

You may have accounts with various online brokers, using simply track you can bring them together for monitoring multiple portfolios, Update stock prices from free Quote servers. You can even export schedule D into .TXF format for further importing into tax software programs such as Turbo Tax
Here are some key features of "Simply Track":

· 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 TurboTaxâ„¢, TaxCutâ„¢ or similar programs.
· Simply Track can import trades from a wide variety of formats including delimited text, Excelâ„¢, Moneyâ„¢ and Quickenâ„¢, 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.
Requirements:

· Pentium/200 (or higher)
· 32 MB RAM
· 50MB free disk space
· Internet connection
· DSL/Cable connection
· MS Excel
Limitations:

· 14 days trial
· Options/futures are not supported for all Online Broker Imports. Will be added in the next release.
· Simply Track may not 100% wash rule complaint because of the nature of the complexity involved in wash sales. What's New in This Release: [ read full changelog ]

· This version supports 2012 tax year and all tax years prior to 2012.