Description
Track Your Trades
Track Your Trades is a super handy app made just for folks who invest in financial markets. It helps you keep an eye on your transactions, accounts, and funds all in one place. Plus, it makes calculating your taxes and generating Schedule D reports a breeze.
Easy Transaction Tracking
If you're a trader or someone who invests actively, you know how tough it can be to manage tons of transactions for stocks, options, and mutual funds. That's where this app steps in! It helps you store detailed info about your purchases and sales, commissions, and more.
View Your Investment History
You can easily check out your transaction history and see your open positions. Want to track long-term and short-term capital gains? This app's got you covered! It even calculates the total value of your portfolio along with the price of weighted shares.
Tax Planning Made Simple
The features don’t stop there! Track Your Trades also helps you plan for income tax returns and figure out those tricky tax values. Its built-in 'What-if' wizard is perfect for predicting profits, losses, and capital gains—great tools to help shape your investment strategy!
Generate Tax Reports Easily
This application lets you create Schedule D tax reports that show all the capital gains and losses from your trading activities. You can choose which types of equity to include in the report and even exclude wash sales if you want. And if you're a Mark-to-Market trader, it can generate Form 4797 too!
Simplifying Traders' Lives
Track Your Trades isn't just about tracking trades; it's also a lifesaver when it comes to preparing tax returns. It's packed with features that make daily tasks easier for investors and traders alike while saving money on hiring tax preparers.
A Few Design Improvements Needed
While anyone interested in financial markets will find this app useful, let's be honest—the design could use some work! A fresh makeover would definitely bring it up to today's standards.
If you want to check out more about Track Your Trades, head over to SoftPas!
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User Reviews for Track Your Trades 7
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for Track Your Trades
Track Your Trades is invaluable for financial investors. It streamlines tracking transactions, calculating taxes, and generating reports efficiently.
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for Track Your Trades
Track Your Trades has completely transformed how I manage my investments. The tax calculation feature is a lifesaver!
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for Track Your Trades
This app is fantastic! It's incredibly user-friendly and helps me track all my trades effortlessly.
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for Track Your Trades
Absolutely love Track Your Trades! It simplifies my trading process and makes tax season a breeze.
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for Track Your Trades
A must-have for any trader! The 'What-if' wizard is brilliant for strategizing my investments.
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for Track Your Trades
I can't recommend this app enough! It tracks everything I need and saves me from hiring a tax preparer.
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for Track Your Trades
Track Your Trades is invaluable for managing my portfolio. The features are thorough and easy to use!