What is Track Your Trades?

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!

How Download Works

Go to the Softpas website, press the 'Downloads' button, and pick the app you want to download and install—easy and fast!