iScheduleD Portfolio Manager

iScheduleD Portfolio Manager

Average User Rating:
4.3
out of 15 votes

Quick Specs

  • Version:
    2.0.5
  • Total Downloads:
    1,966
  • Date Added:
    Mar. 11, 2010
  • Price:
    Free to try (Limited to 2 stock symbols and 10 trades per portfolio); $14.99 to buy (Buy it now)
  • File Size:
    4.56MB
  • Downloads Last Week:
    2
  • Platform:
    Windows

Publisher's Description

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User Reviews
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Results 1–7 of 7

5 stars

"TXF and ScheduleD Made Easy!"

March 02, 2011  |  By rdskins4

 |  Version: iScheduleD Portfolio Manager 2.0.5

Pros

Easy to use interface with multibroker support. Outstanding customer service. The ability to set up different portfolio profiles. Being a .jar executable it has virtually no obtrusive footprint. The capability to base the import on custom CSVs.

Cons

No cons really. I wish I found this program earlier.

Summary

I do a lot of stock and option trades with multiple brokers. This program enabled me to bring all these transactions together into one consolidated area where I could export to excel or txf. It's incredibly easy to use. It has no learning curve. It ended up up saving me a lot of time, which in term is money!

The customer service is great. I sent an email to support and a got a prompt reply in about in hour or two.

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5 stars

"Simple, Fast and Does The Job at a Good Price"

February 17, 2011  |  By fuzzsdad

 |  Version: iScheduleD Portfolio Manager 2.0.5

Pros

Importing CSV files from your broker is simple and straight forward. Easier than I thought. Once this is done this application easily calculates a schedule D for any year you choose. I imported data all the way back to 2004.

Cons

This is not your normal Windows application. It runs by itself from a folder. Its a small JAVA application..but...it does exactly what you need it to do so this really is not a con. Get the unlimited version especially if your stocks pay dividends.

Summary

Now I am not a huge trader so I did not want to pay a lot of money for an application to calculate my cost basis for taxes. I kept thinking that the mathmatics involved was not real hard so there must be something out there I could use for under $30 to figure the sells I had for taxes. I kept looking and there is software out there but the good ones cost well over $100 or I had to subscribe and pay $69 to figure the few trades I had. Next year I would have to pay another $69. Then I found this little application and it was exactly what I was looking for. Does the job. Now I downloaded trades all the way back to 2004. Some of my ETF's pay dividends and those are rolled back in to buy more of the security. This can mean hundreds if not thousands of trades so get the unlimited version. I imported each year separately as CSV files all the way back to 2004. This app took everything and saves it all together so you have it in there. You just keep adding to it as the years go buy.

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4 stars

"Quick & easy program with superior customer support"

April 19, 2010  |  By cnetyi

 |  Version: iScheduleD Portfolio Manager 2.0.5

Pros

> Daily trades combination for active/electronic traders
> Multi-broker support

Cons

> Lightspeed not supported

Summary

Very happy with simple design, but enough features.
Had to purchase TXF Creator, then later exchange with iScheduleD Portfolio Manager 2.0.5. The whole transaction was done via a few emails in a matter of few minutes and it was midnight Sunday. Very impressive/courteous customer support. Would have been 5 stars if Lightspeed were supported.

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5 stars

"Differentiation in Service"

April 08, 2010  |  By m_shenko

 |  Version: iScheduleD Portfolio Manager 2.0.5

Pros

service
features
tax compatability
ease of use

Cons

I have to enter 10 charcters here, but there is realy no cons I can think of right now

Summary

If I would to pick a single category to point out how and why this product excel any other competition, its their great service and prompt responses, I got answers to questions in my email within minutes, even if I am sending it late. plus the product is great it matches my brokers consolidation to the penny.
I used it to generate a consolidated txf file, since turbo tax would choke on bigger files.
great product and service

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5 stars

"great product, great service"

March 20, 2010  |  By kaha07

 |  Version: iScheduleD Portfolio Manager 2.0.5

Pros

Works great and inexpensive. Great customer service. Respond to my request promptly.

Cons

I wish the software came with help buttons that explain what each step is and guide me through the process.

Summary

I used another product of the same publisher last year to import my ET trades into turbotax. I had some wash sales in 2008 and asked them about wash sale support. At that point they didn't. Earlier year I got an email from them informing me that they have released the wash sale software. I immediately tried out. It worked almost perfect, except that there were a few trades that were left out. I contacted the customer support on a Saturday afternoon and got response in a hour. They took my data and found that the trades were left out because of some data format irregularity. They fixed the problem for me in matters of hours. Very responsive!

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4 stars

"A simple tax tool works REALLY well on wash sales"

March 13, 2010  |  By averykreps

 |  Version: iScheduleD Portfolio Manager 2.0.5

Pros

solid product and great price. The user interface is easy to follow through when importing broker data into a portfolio. Wash sales is made simple and straightforward.

Cons

It does make me feel unfortunate that I had spent so many dollars on Gainskeeper. I wish I hadn't. The widget icons look dull and need professional touch.

Summary

This little tax tool offers strong support for calculating wash sales. It is surprising to me that it costs only 24.99 dollars but does such a good job. Do I have to pay $499 to get Gainskeeper? Not any more. My advice? Forget about Gainsgrabber.

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5 stars

"Greatly simplifies tax preparation for active traders"

March 11, 2010  |  By TaxJ

 |  Version: iScheduleD Portfolio Manager 2.0.5

Pros

If your an active trader, with multiple brokerage accounts or short positions, this is it. Although this product is categorized as a Portfolio Manager, it really is nothing like feature rich Portfolio Manager but thats a great thing at tax time.

Cons

Not an extensive set of portfolio tools by any means. But in my mind this con is actually a strong point.

Summary

Its tax time and this tool unlike any other I've seen offers the simplest way I've seen to bring multiple brokerage transactions together, with the ability to quickly modify the CSV files ahead of import for those special positions that require manual-cost basis adjustment. Nothing around I've found to do this, and I've looked extensively.I'll be recommending this to any of my friends that are active traders. Other portfolio tools are for bells and whistles. This is for getting your taxes done accurately and in the shortest time possible. Honestly, brokerages themselves provide extensive portfolio mangagement these days, and if not a Quicken like tool might be desired. But there are many basic tax entries that aren't easily manageable in any of these other tools. This product will quickly streamline imports from multiple brokers, generate your washes flawlessly and spit out 1 nice TXF file. The unlimited version is a great deal for the price. Have short positions that require cost-basis adjustment? This product doesn't natively do that, but its the only tool where since your importing CSV files, you simply add the dividends paid type costs right at the CSV level before import. Other tools are good at automatically recognizing corporate actions like stock dividends and splits. But need a manual adjustment for something like a ROC distribution paid. Your out of luck on the other products.

(This is a report of a review by grinninbrit71)

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Results 1–7 of 7

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Full Specifications

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What's new in version 2.0.5
Version 2.0.5 enhances wash sale calculation and adds direct broker support for Firstrade and Dimension Trading Group (DTG).
General
Publisher TXF Express
Publisher web site http://www.txf-express.com
Release Date February 01, 2010
Date Added March 11, 2010
Version 2.0.5
Category
Category Business Software
Subcategory Tax Software
Operating Systems
Operating Systems Windows NT/XP/2003/Vista/Server 2008/7
Additional Requirements Java Development Kit 6.0/Java Runtime 6.0
Download Information
File Size 4.56MB
File Name iScheduleD_4.0_Demo.zip
Popularity
Total Downloads 1,966
Downloads Last Week 2
Pricing
License Model Free to try
Limitations Limited to 2 stock symbols and 10 trades per portfolio
Price $14.99

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