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Product Heighlights
Customer comments
“... I have downloaded all my last year trades from Ameritrade and Imported into Simply track successfully. It was able to group and matched all my buy trades with Sells and saved lot of my time. I was able to generate schedule-D and print it, I should congratulate you team for creating this outstanding tool Thank you ....”
Robert B
Simply Track Screenshots

Main Window

Main Window divided into three grids. Top grid displays market indices; Middle grid displays portfolio totals, realized gains/loss, today's gain/loss, net gain/loss and cash reserve for current portfolio. Bottom grid displays your current holdings (open positions), By clicking view->all trades menu item, bottom grid automatically show all transactions plus current holdings. You can turn on and off top two grids by clicking items under view menu.

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main screen

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Importing

Click on File>Import to import data into simply track using various broker provided formats. Click here to learn more about importing trades into Simply Track.

Schedule-D Generation

To generate Schedule-D, Click on Reports>Generate Short Term Schedule-D or Click on Reports> Generate Long Term Schedule-D and input some basic information like Tax Year, Name and click ok to generate Schedule-D report. You can print this report to attach to your Tax return or you can also export it to .TXF file, which can be used with other Tax softwares like TurboTax

main screen

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main screen

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Monthly gains and losess

Using this feature you can quickly see how your assets are allocated among various securities. Simply Click on Reports>Portfolio Analysis to generate the graphs as shown. Using graph type option you can quickly see you graphs in Bra, Pie, 3D formats. Using this option you can also view your portfolio allocation by market cap, various sectors, asset allocations among various securities.
      
      
      
      

Profit/Loss By Security

Using this feature you can generate report of profit/loss by individual security. This is a great way to look your best and worst performers in your portfolio.

main screen

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