Product Highlights
Customer comments

I want to congratulate you on your creative Simply Track Wash Sale computer program. You have taken a very complex income tax problem and made it simple enough that the average person can finally get through the maze of the IRS. Your staff has been more than helpful in answering my email questions in a prompt and courtious manner and have bent over backwards to help in any way possible to clear up any problems. It has been a real pleasure to do business with you. Please keep up the good work and thanks again for all of your help.

Tom M

Simply Track Download

All New Simply Track 3.6 for 2016 tax year and before  released

We Now support IRS Form 8949 instead of Schedule D1.

Form 8949 is a new 2011 IRS Form replacing the old Schedule D-1 as detail support for Schedule D. The Form 8949 worksheet shows trade details for all securities (stocks, options, single stock futures and bonds). Taxpayers will report transactions on Form 8949 in one of six sections consistent with the requirements of Form 8949:

  • Part I-A: Short-term transactions reported on Form 1099-B with basis reported to the IRS
  • Part I-B: Short-term transactions reported on Form 1099-B but basis not reported to the IRS
  • Part I-C: Short-term transaction for which you cannot check box A or B
  • Part II-A: Long-term transactions reported on Form 1099-B with basis reported to the IRS
  • Part II-B: Long-term transactions reported on Form 1099-B but basis not reported to the IRS
  • Part II-C: Long-term transaction for which you cannot check box A or B
  • Simply Track 2013 version is completely rewritten to overcome short falls of ST 2.0.
  • Direct downloads from selected financial institutions
  • Better reporting on portfolio data
  • Import window is modified in a way that user can see his original trades and matched trades side by side
  • This Version includes Generic File import, Click here to see the demo
  • Stock Options Support
  • Spreadsheet like editor for easy editing and adding trades
  • Exporting Schedule-D report into Adobe™ PDF file format
  • More Online Broker Imports
  • Unlimited Number Of trades
  • Gains and Loss report by Individual Stocks and much more..

Click Here to Download Simply Track.
Latest Release Version Date Download
Simply Track 4.x

3.5

Sep 25th ,2015 Download Simply track.msi (6 MB)
Download the .exe file into your PC, then double click on .exe file and follow the instructions to install the product. Installation should take less than a minute or so.

Trouble in downloading from above links, Click Here to download Simply Track 3.x

Click here to View Simply Track Demonstration

Simply Track Demo
 

Download
Simply Track Manual:

Simply Track a Portfolio Tracking and Schedule D software

This Document describes importing your trades into Simply Track, common import errors, setting up portfolios, verifying transactions, exporting data to Tax Software and finally running reports.

Download Simply Track Quick Start Guide:
click here to see complete documentation and importing procedures
How to export Simply Track .TXF file to TaxCut™ 2008 Click here to download TaxCut export file
How to export Simply Track .TXF file to TurboxTax™ 2008 Click here to download TurboxTax™ export file

After you download and install Simply Track, you have 14 days to try the product with no obligation. If you want to use it beyond the 20-day trial period, you must purchase a license.

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 Version History

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

09/12/2016

3.6

This version supports 2016 tax year and all tax years prior to 2016. 

05/13/2011

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.</