Purchasing a license permits unlimited use of the product for current tax year and unlimited upgrades for one year. All purchases made in our web are 20-day money-back guarantee. Your registration fee also supports future development of Simply Track.
Simply Track team is committed to update software with new features and bug fixes. Here are the most recent software updates.
Date |
Version Number |
Comments |
| 03/07/2010 |
3.0.48 |
Bug fixes and enhancements
|
| 02/15/2010 |
3.0.45 |
Bug fixes and enhancements
|
| 01/13/2010 |
3.0.38 |
2009 Tax report changes are added
|
| 01/01/2010 |
3.0.37 |
Enhanced wash sale logic for 2009
|
| 05/13/2009 |
3.0.33 |
Enhanced wash sale logic
|
| 03/13/2009 |
3.0.26 |
MTM report bug fixed
LIFO matching issues fixed |
| 03/01/2009 |
3.0.24
|
Option exercise and assign
Added new reports
Bug fixes |
| 02/10/2009 |
3.0.20
3.0.21 |
Unrealized gains and losses reports are added.
Bug fixes |
| 01/20/2009 |
3.0.19 |
SSN and Name added to All Schedule D reports
|
| 01/20/2009 |
3.0.18 |
Vangaurd download fix
1099 report bug fix add in this version
Penson download fix is added |
| 01/07/2009 |
3.0.15 |
Added new import process for TXF files and Scottrade
|
| 01/06/2009 |
3.0.14 |
Bug fixes
1099 Report added
new option under edit->Preferences to add decimal precision for reports |
| 12/23/2008 |
3.0.12 |
MTM support
new reports
Bug fixes
New Reports are added in this version |
| 09/15/2008 |
3.0.0.1 |
Simply Track 3.0 is completely rewritten to overcome short falls of ST 2.0.
New Simply Track runs extremely fast compare to older versions. |
| 12/18/07 |
2.6.1 p13 |
1.2007 taxes changes applied
|
| 05/31/07 |
2.6.1 p13 |
1. CLICK ON EDIT ->Preferences->Display modified to add “Show All Trades During Refresh”
2. Added
SAVE AS to automatically update to today's date |
| 05/18/07 |
2.6.1 p12 |
1. Added Portfolio->Sort Portfolios
2. Added Quotes Servers under Edit->Preferences
3.Trades->Edit is modifed to include NetAmount |
| 04/18/07 |
2.6.1 p11 |
1.Fixed various issues related to broker imports |
| 03/11/07 |
2.6.1 P9 |
1. Trades->Add Trade option is modified to get trade amounts as an input during manual trade entry. See this picture http://www.vbssol.com/New_add.JPG
2. Connect button in File->online Import is modified to use button instead of link
3. IB annual statement import option is modified to process stock futures and added new report to support form 6781 additional sheet |
| 02/14/07 |
2.6.1 P8 |
1. OptionsXpress online import is enhanced to process options symbols with meaningful abbreviations (Ex: ABX JAN09 30.00 CALL)
2. IB (Interactive Brokers) new annual statement support is added , save your annual statement as .html and ST can process .html files now |
01/18/07 |
2.6.1 p4 |
1. New menu option added under “Portfolio->Close Current Tax Year” option is added to close the current tax year portfolio and creates new portfolio for following Tax year with all base line trades.
2. File->export->export current portfolio option is enhanced to export customized grid into excel file.
3. File->export->export open trades option is added to export current portfolio into Excel file.
4. Realized gains Summary and Realized gains detailed reports are modified to include “total brokerage commision”
|
01/04/07 |
2.6.1 |
1. Import window is modified in a way that user can see his original trades and matched trades side by side
2. Ability to edit original trades before trade matching.
3. users will be able to run multiple passes of trade matching until he/she satisfied with end result and then save it into portfolio
4. Ability to combine trades in following user chosen options , this will help to reduce number of trades in schedule-D
a. same date, symbol, and price purchases
b. same date, symbol, and order of the trades in input file
c. Same date, symbol
5. import process modified to support scottrade new format
|
01/12/06 |
2.4.5 |
Securities Marked-to-Market ( MTM) reports are added under reports menu.
Added Foliofn import support.
Added Penson Financial file import support.
Added option under edit->preference to set default strategy during add->trades.
Added option under "edit->preference->start off line mode" to diable Simply Track from connecting to internet, This should make switching portfolios much faster.
Added option under edit->"auto save after edit" to improve performance of editing for large portfolios.
File->export should work with out Excel installed on PC.
1099 report is modified to include short sales.
|
01/12/06 |
2.4.4 |
Portfolio Totals in main window are corrected to show right values when user switches between open, close, all, Filter views
Type Mismatch error fixed when Filter button is pressed
Sort portfolio grid by Gain/loss
Added monthly realized gain as separate menu item
Stock Option Exercise/Assign added under Trades menu item
Scheduled D report is modified to show vertical line between columns
Confirm with user before auto expiring options |
12/28/05 |
2.4.3 |
Following reports are combined into one item under Simply Track Reports Menu
Realized gains Summary
Realized gains detailed (wash sale adj)
Realized gains detailed (No wash)
Unrealized holdings summary
Unrealized holdings detailed
Realized gains by month
Realized gains by month detailed
All the above reports can be selected for various time periods
Four new Buttons (All, Open, Closed, Range) are added to Simply Track Main Screen , These buttons greatly help to filter trades from portfolio for easy browsing.
Fixed 2 minor bugs |
12/21/05 |
2.4.2 P3 |
Download online trades into existing portfolio
remember last download date for each portfolio and use it in subsequent downloads Download trades between dates selected by user
Online Stock Option downloads |
12/13/05 |
2.4.2 |
Binfo.dat file not found issue is fixed
Added more broker's to OFX download option
Performance improvements for OFX downloads
Add Cash Transaction tracking under trades->Add Cash Reserve menu option
OFX downloads are not tested with All Brokers and make sure you try it before you purchase the license. Also Some institutions provide only 90 days History in their OFX Servers, If so you have to download your trades into Excel or Text file from broker website and use ST file import option to import your trades. |
12/01/05 |
2.4.1 |
Direct downloads from selected financial institutions are added in ST 2.4.1.
IB Monthly statement import error is fixed. See the demo here |
06/09/05 |
2.3 |
Portfolio Add Cash option is modified to adjust Cash Value based on Cash added date. For example if you key in Cash Added date as 01/01/2004 and amount is 10K then Simply Track automatically adjust Portfolio current Cash value based on Trades made between 01/01/2004 and Current date.
Simply Track Application Startup position is modified to start on Center of Screen.
New Report is added to report Monthly Analysis of trades for a given year.
Generic Import is modified to remember last user keyed in inputs and uses these inputs in future Generic imports. |
06/09/2005 |
2.2.4.p8 |
Excel software need not be installed on PC to import .CSV file |
05/16/2005 |
2.2.4.p6 |
Fixed issues related to Wash sale calculation. (Amounts are not adjusted properly from year to year for short sales) |
04/07/2005 |
2.2.4.p1 |
Fixed issue related to generic import.
Fixed Scott Trade import error |
