TradeAccountant 3.3

TradeAccountant Pro (TAPro) has over 50 different features, tools and utilities that are useful for managing trade history or improving trading performance.

Schedule D, e-File and Tax Reports:
Generate a Schedule D on paper or as an Excel File (.csv). Use in conjunction with tax software to e-File data. TradeAccountant makes tax reporting easier! Set the tax year or date range, select "Tax Reports" and reports are generated. Use View/Properties/Tax Reports to view trades in IRS Schedule D, 4797 or 6781 format. Or exported to leading tax software, including TurboTax or TaxCut, or saved as an Excel file.

Charts and Performance:
TradeAccountant makes data analysis easier. Use the built in charts and graphs to study your trading history. Spend some time in the lot sizing tool to fine tune your lot size selection process. Visit the market timing chart to view how well you time your trades to market changes. The data filter controls allow you to slice and view data of interest. Export history to a file for analysis with other tools.

A Trade Journal:
Transactions are displayed in a simple table for quick reference and double-click editing. TradeAccountant offers numerous filter controls. View one symbols at a time, all symbols, date ranges, periods etc.. Filters dont change the data, just the view. TradeAccountant includes many editing features including short sale discovery, duplicate discovery, decimal precision control, manual basis adjustment and more.