Track Your Trades for Windows

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Developer’s Description

By Track Your Trades

Generate IRS Schedule D for your current or prior-year tax returns.

Track Your Trades (TYT) simplifies completion of the otherwise tedious IRS Schedule D (Capital Gains and Losses) tax form. You can generate Schedule D and Form 8949 not only for the current tax year, but for PRIOR tax years as well. Created for investors, traders, and tax professionals, TYT supports stocks, options, mutual funds, short sales, wash sales, FIFO cost basis, LIFO cost basis, Specific Shares cost basis, equity type filtering, and password protection. Users can either print the Schedule D report for mailing, or export it to TurboTax, H&R Block, TaxAct, or Excel for e-filing. Trades can be manually entered, or imported via a CSV file downloaded from TD Ameritrade, E*Trade, Fidelity, Schwab, or similar online brokerage. TYT stores trades from one or more brokerage accounts in a single consolidated file, allowing easier tax reporting from your PC or laptop. TYT contains tools to support tax planning, including a What-If Wizard, which helps find opportunities for strategic tax-loss selling. TYT also generates IRS Form 4797 for Mark-to-Market traders.

Track Your Trades for Windows

Used Track Your Trades for Windows? Share your experience and help other users.

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Full Specifications

GENERAL

Release: January 13, 2020

Latest update: January 13, 2020

Version: 2019

OPERATING SYSTEMS

Platform: Windows

Operating System

Windows NT
Windows 98
Windows ME
Windows 10
Windows 7
Windows XP
Windows Vista
Windows 8
Windows 2000

Additional Requirements: None

POPULARITY

Total Downloads: 5,253

Downloads Last Week: 0

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Last Updated

User Reviews

4/5

4 User Votes

Worked great, streamlined my Schedule D
samgreek22February 10, 2010
Pros
Helped me to keep track of my profits & losses. Showed me quickly where I stood on various stock positions. Imported my trades from Scottrade and did my Schedule D. I like the Export utility, it's easy to create an export file for TurboTax.
Cons
No Back button, at times you have to return to main menu instead of previous screen, but no biggie.
Summary
Saves a lot of work analyzing your trade history. Especially useful if you're an active trader and have a lot of trades.
So easy to use. Did a good job completing my Schedule D.
artistbuffDecember 30, 2007
Pros
I am so impressed w/ this software, especially its ease of use, even for a novice like me. Especially liked ability to import trades from my brokerage and calculate profit/loss in advance. Am running Windows XP Pro. I encountered no bugs and was a snap to install. Smooth operation and intuitive design--exactly what I was looking for! Thank you!
Cons
Couldn't find anything lacking.
Summary
Product useful for tracking investments and creating Schedule D
rjd921December 29, 2007
Pros
I like the fact that I could import my trades from my brokerage frim. I also like the reporting functions and the ablility to filter out equity types. Also I find the Schedule D very useful in saving time.
Cons
Summary
Does Not Work
brergooseDecember 9, 2007
Pros
Cons
On Vista, after installing, failed to launch with DLL error. On Millenium, installation locked up while registering MSDXM.ocx. As a result of having to force-crash out, now my Media Player no longer functions, and something has happened to my flash drive. <p> <p>Did DOWNLOAD.com even test this thing ?
Summary