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.

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Simply Track

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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Features

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.

Extremely Fast

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.

Multiple Accounts

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.

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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.

Importing

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.

Stock Quotes

Automatically update stock quotes from current holding for day to day portfolio Tracking.

Options

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.

Basic

$49.99 / year

  • 300 Trade Records
  • Unlimited Broker Accounts
  • Email support
  • Wash Sales
  • Stocks & Options - Form 8949
  • 15 day free Trial
Pro

$79.99 / Year

  • 600 Trade Records
  • Unlimited Broker Accounts
  • Email support
  • Wash Sales
  • Stocks & Options - Form 8949, TXF file
  • 15 day free Trial
Enterprise

$129.99 / year

  • Unlimited Trade Records
  • Unlimited Broker Accounts
  • Email support
  • Wash Sales
  • Stocks & Options - Form 8949, TXF file
  • 15 day free Trial