March 28th, 2012· Faster Schedule D processing and corrected educational report
March 16th, 2012· Corrected function of Include Wash Sales checkbox;
· Improved importing of Schwab Sell Short trades
March 6th, 2012· Enhanced cost basis and wash sale technology
· Improved report alignment
February 11th, 2012· Updated SEC sales fee
January 5th, 2012· New 2011 tax forms
· Added Fill Resolver on edit screen
· Improved export files
March 15th, 2011· More efficient export files
March 3rd, 2011· Optimized to fit netbook screens
January 25th, 2011· Updated SEC Sales Fee
· 2010 IRS tax forms
· Improved importing
· Better reports
· Expanded cost basis methods
April 3rd, 2010· Updated SEC Sales Fee
March 11th, 2010· Enhanced reports for option traders
February 24th, 2010· Enhanced Schwab importing;
· updated tax products
February 18th, 2010· Enhanced 'View trades by date' report;
· bug fixes
February 3rd, 2010· Improved Schwab importing;
· fixed minor bugs
January 10th, 2010· Revised SEC Sales Fee;
· improved transaction reporting
November 24th, 2009· Adds support for Interactive Brokers;
· Adds 2009 IRS tax forms;
· Conforms to Options Symbology Initiative
March 17th, 2009· Streamlined inputting of commissions; actual IRS tax forms; updated SEC sales fee
March 3rd, 2009· Enhanced import tool;
· Improved reports
January 28th, 2009· Actual IRS tax forms; Form 4797 for Mark-to-Market traders; comprehensive reports; intuitive menu
December 18th, 2008· More intuitive button labels;
· Added 'View trades by symbol' report;
· Fill resolver auto-transfers results to 'Enter a new trade'
October 21st, 2008· Retrieves stock quotes and market information from Internet; easier importing of trades from broker; improved support for mutual funds.