Create stock portfolio profit/loss reports and IRS Tax Schedule-D. Automated download of your stock trade history from Datek, AmeriTrade, or Interactive Brokers. (No install required. This is a MSAccess app). Order: http://www.regnow.com/shop.cgi
Version: 1.0.2Create stock portfolio profit/loss reports and IRS Tax Schedule-D. Automated download of your stock trade history from Datek, AmeriTrade, or Interactive Brokers. Stores your datain MSAccess database. You can create your own reports or modify one of the existing reports. Supports export of data to MS Excel file (predefined) or any format supported by MS Access.
License: Free To Try $25.00
Operating System: Windows
There are three separate versions of TradeKeeper (Limited, Basic, and Standard). Following is a list of the TradeKeeper feature set available in each product.
ORDER ONLINE: https://www.regnow.com/softsell/nph-softsell.cgi?item=6972-1
TradeKeeper Limited Edition (FREE): Download trades to MS Access DB Edit trades.
Export trades to Excel
TradeKeeper Basic (Current Reg Fee $25 US): All limited edition features plus...
Manage stock trades (short/long) Manage stock splits (forward/reverse) Process stock trades & calculate profit/loss Generate IRS Schedule-D
TradeKeeper Standard (Current Reg Fee $75 US): All Limited edition features.
All Basic edition features plus...
Manage option trades (short/long) Manage option splits (forward/reverse) Manage exercises/assignments Process option trades/expirations & calculate profit/loss Generate IRS Schedule-D (Stocks & Options).