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Simplify entering financial transactions into Quicken or other financial software.
Keep accurate club books and track the finances of investment clubs.
Get access to the facility of all related accounting statements such as Cash Book, Journal, Ledger.
Generate Schedule D Form 8949 and TXF files for Scottrade, Etrade, Fidelity, Schwab, TD Ameritrade.
Evaluate a wide range of investment proposal and business valuation scenarios.
Get a tool to analyze and predict the stock market.
Manage your business accounting and inventory, bill customers, and pay vendors.
Track your investment records, investment allocation, tax reporting, and manage multiple portfolios.
Manage risks, allocate assets, and optimize portfolios.
Track income, expenses, stocks, and revenue for personal or small-business accounts.