This MSAccess app enables automated download of stock trade history from popular trading platforms, allowing for the creation of profit/loss reports and IRS Tax Schedule-D for stock portfolios. No installation is required.
If you're looking for software that can help you create stock portfolio profit/loss reports and IRS Tax Schedule-D quickly and easily, TradeKeeper is an excellent choice. This software automatically downloads your stock trade history from Datek, AmeriTrade, or Interactive Brokers and stores it in an MSAccess database.
With TradeKeeper, you can create your own reports or modify existing ones to meet your specific needs. The export function allows you to export data to an MS Excel file (predefined) or any format supported by MS Access.
TradeKeeper offers three separate versions - Limited, Basic, and Standard - each with a different feature set. The Limited edition is free, and it allows you to download trades to MS Access DB and edit trades, as well as export trades to Excel.
The Basic edition, which costs $25 US, includes all the features of the Limited edition, plus the ability to manage stock trades (short/long), manage stock splits (forward/reverse), process stock trades, and calculate profit/loss. It also generates IRS Schedule-D.
Finally, the Standard edition, which costs $75 US, includes all the features of the Basic and Limited editions, plus the ability to manage option trades (short/long), manage option splits (forward/reverse), manage exercises/assignments, process option trades/expirations, and calculate profit/loss. It also generates IRS Schedule-D for both stocks and options.
Overall, TradeKeeper is an excellent software choice for anyone who wants to create stock portfolio profit/loss reports and IRS Tax Schedule-D easily and efficiently. It's user-friendly, customizable, and capable of handling a vast array of trade data, so it's definitely worth checking out.
With TradeKeeper, you can create your own reports or modify existing ones to meet your specific needs. The export function allows you to export data to an MS Excel file (predefined) or any format supported by MS Access.
TradeKeeper offers three separate versions - Limited, Basic, and Standard - each with a different feature set. The Limited edition is free, and it allows you to download trades to MS Access DB and edit trades, as well as export trades to Excel.
The Basic edition, which costs $25 US, includes all the features of the Limited edition, plus the ability to manage stock trades (short/long), manage stock splits (forward/reverse), process stock trades, and calculate profit/loss. It also generates IRS Schedule-D.
Finally, the Standard edition, which costs $75 US, includes all the features of the Basic and Limited editions, plus the ability to manage option trades (short/long), manage option splits (forward/reverse), manage exercises/assignments, process option trades/expirations, and calculate profit/loss. It also generates IRS Schedule-D for both stocks and options.
Overall, TradeKeeper is an excellent software choice for anyone who wants to create stock portfolio profit/loss reports and IRS Tax Schedule-D easily and efficiently. It's user-friendly, customizable, and capable of handling a vast array of trade data, so it's definitely worth checking out.
What's New
Version 1.0.2: N/A