TradeAccountant ProCapture, organize and report your Stock and Option transactions easier, faster and accurately | |
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TradeAccountant Pro Ranking & Summary
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- License:
- Shareware
- Price:
- USD 99.95
- Publisher Name:
- Sync Essentials, Inc.
- Operating Systems:
- Windows All
- File Size:
- 29 MB
TradeAccountant Pro Tags
TradeAccountant Pro Description
Trade Accountant simplifies the tedious paperwork associated with selling and buying stock. Through simple methods this product captures, organizes and reports Schedule D Gain/Loss in standard formats supported by leading tax-reporting software. SEI has outline a roadmap which enables consumers to download all the data they will need in "One-Click". This vision is gaining recognition within the IRS, Tax Software Makers, Brokerages and Consumers. TradeAccountant Pro's improved import wizard makes data capture easier and faster. Our unique profile builder enables you to define import rules and apply them again when importing a similar file. Our "Sync" feature enables 1-click import from select brokers. TradeAccountant enables you to view and match bought and sold positions, for each security or FIFO (First In/First Out) to automatically group transactions. Using a built in wizard you can point and click to modify groups. Set a view filter to discover ungrouped positions (caused by missing transactions). Transactions are displayed in a simple table for quick reference and double-click editing. TradeAccountant offers numerous filter controls. View one symbols at a time, all symbols, date ranges, periods etc.. Filters don't change the data, just the view. TradeAccountant includes many editing features including short sale discovery, duplicate discovery, decimal precision control, manual basis adjustment and more. TradeAccountant makes tax reporting easier! Set the date filter and all grouped transactions within the range are printed in IRS Schedule D, 4797 or 6781 format or exported to leading tax software, including TurboTax
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