Don't spend hours - or days - or weeks preparing your Stock & Option Schedule D Information. Portfolio Tracker will help you save precious time.

Simply input your prepared (read below) Broker's Statement - then the software will output your "Schedule D" to a *.txf File!

Here are some key features of "Portfolio Tracker":

· wash sale tracking
· covered calls, puts, stocks (long & short), FIFO or specific lot sales
· .txf files - you can then export to either Turbo Tax or Taxcut
· "tax time" calculates the true cost basis of all transactions and easy Schedule D generation


Requirements:

· Excel 2002 or later
· A screen resolution 1280 x 1024 for optimum viewing.


Limitations:

· 100 Stock Symbols - and a maximum of 500 transactions per Symbol
· 1500 Option Symbols