Simply Track , Simplifies Capital Gains
Best & Cloud software for IRS Wash Sale analysis.
Simply Track , simplifies portfolio tracking, Wash Sales and IRS Schedule D generation. If you are an active trader then you landed into right place and you need Simply Track for your tax reporting and portfolio analysis. Product is plain, simple, feature packed award winning software.Start free trial
With Simply Track you can import all your trades from various brokerage accounts and generate your IRS form-8949 for your Schedule D with a click of the mouse. Don't spend hours doing wash sale calculations for your capital gains tax forms, Simply Track will do it all for you. You can even export your Schedule D into .TXF format for importing into any tax software program that accepts TXF files such as TurboTax and TaxCut
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Schedule D & Other Reports
With Simply Track investors can file their taxes easily and accurately.Simply Track generates IRS Form 8949 tax reporting, including all wash sale adjustments required by the IRS for taxpayers.
Lightning fast Performance in importing and generating reports. Can be accessed from anywhere as it is web-based tool. It can processes thousands of trades in little time.
you can setup one simply track account for each broker you trade with. During report generation you can combine multiple simply track accounts into one report.
Export Tax Information
Simply Track is compatible with the most popular tax preparation software packages.
Wash Sale Adjustment
Simply track checks for 30+ different wash sale scenarios and accurately detect wash sales. If you trade with multiple broker accounts, Simply track can detect wash sale between the broker accounts.
Simply track can Import from your Brokerage's Servers or it can import from Excel or CSV files. Using Simply Track generic import feature you can pretty much import any format.
Automatically update stock quotes from current holding for day to day portfolio Tracking.
Supports various security types such as stocks, Mutual funds and Options
Multiple subscription options that fits your needs.
You can start free trial with any subscription options below.