Track Your Trades 5.3

Download Now

Track Your Trades automates the tedious process of completing Schedule D (Capital Gains and Losses) for your tax return, saving you TIME and MONEY! It can also help you lower your taxes, manage your trades, and become a better investor. A solid addition to your investing and trading repertoire. And, at tax time, Track Your Trades will streamline preparation of your Schedule D. No more angst over wash sales, cost basis, date acquired, etc.

Track Your Trades (TYT) simplifies completion of the otherwise tedious federal Schedule D (Capital Gains and Losses) tax form. Created for investors, traders, and tax professionals, TYT supports stocks, options, mutual funds, short sales, wash sales, FIFO cost basis, Specific Shares cost basis, equity type filtering, and password protection. Users can either print the Schedule D report for mailing, or export it to TurboTax, TaxCut, or Excel for e-filing. Trades can be manually entered, or imported via a CSV file downloaded from TD Ameritrade, E*Trade, Scottrade, Fidelity, Schwab, or similar online brokerage. TYT stores trades from one or more brokerage accounts in a single consolidated file, allowing easier tax reporting from your PC or laptop. TYT also contains tools to support tax planning, including a What-If Wizard, which helps users find opportunities for strategic tax-loss selling. Now with Internet features, transaction detail reporting, enhanced import capability, and Form 4797 for Mark-to-Market traders.

Link to Track Your Trades download page: