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Track Your TradesDiscount

Track Your Trades

Generate IRS Schedule D Automatically

for PC  Download Trial
Platforms: Windows 98, 2000, XP, Vista (32 and 64 bit), 7 (32 and 64 bit), 8 (32 and 64 bit), 8.1 (32 and 64 bit), 10 (32 and 64 bit)
Track Your Trades ScreenshotPIM Software ScreenshotTrack Your Trades, PIM Software Screenshot

You're actively engaged in the purchase and sale of stocks, options, and mutual funds, and you love it! What you don't love is having to fill out IRS Schedule D, detailing your capital gains and losses, every tax year. That's a lot of trades to keep track of! Thankfully, there's Track Your Trades to make sure that you never have to manually fill out Schedule D ever again!

Track Your Trades lets you track your stock, option, and mutual fund transactions, automatically generating the IRS Schedule D Capital Gains and Losses report for you! And not to worry, the required Form 8949 list of each individual gain or loss is included. With Track Your Trades, there's no need to hunt for brokerage statements, or little slips of paper that have fallen behind your desk. Best of all, the Schedule D produced by Track Your Trades can be viewed or printed, or even exported to tax applications that include TurboTax and H&R Block Tax Software, TaxAct, or as a Microsoft Excel spreadsheet.

When it comes to getting trade data into Track Your Trades, you have a number of options. You can enter trades manually or import them from an online broker, or do a combination of the two methods (option trades are entered manually). There's automatic basis calculation for sales and buy-to-cover trades, plus the option to select from various cost basis methods. Need a Schedule D for a prior tax year? No problem -- Track Your Trades can create your Schedule D retroactively for ANY tax year from 2005 to the present. Other features allow you to view your trade history, find the average price paid, check long-term vs short-term capital gains, and check your rate of return.

The real benefit of a program like Track Your Trades comes when you discover that the program actually helps you to reduce or avoid capital gains taxes completely! As part of a strategic tax selling approach, Track Your Trades can help you identify trades that will help your overall capital gains tax situation, even providing a "What If" wizard to let you know the outcome of a potential trade! You can even view a report that will show you which of your shares qualify for the lower long-term capital gains tax.

The Conversation
The Fine Print
Expand All Email Updates Load 21 Older Comments
Norwel Gordon I purchased this program, installed then read the "help" files and discovered this statement:

" is important to enter trades in CHRONOLOGICAL order (i.e., the same order in which they were executed by your broker); failure to do so may result in errors.."

Does this mean the program does NOT have the ability to sort it's data file by date?

And I must manually sort all old trades by date before entering or the program will not work correctly?

If so this will be a big problem for my use of Track My Trades.
Jun 20 2019 at 10:12am Copy Link
Christ Milesis Hi Norwel,
The statement was included in the User Manual mainly to caution against the scenario where someone enters a sell trade before any buy trade of the same security. As long as you make an effort to enter or import your trades in chronological order, which is generally how your broker reports them to you, you should be okay.
Hope this helps...
Chris The TYT team
Track Your Trades - Jun 20 2019 at 1:02pm Copy Link
Cary Adams "to caution against the scenario where someone enters a sell trade before any buy trade of the same security"

So this program does not support short stock sales or STO options trades.
Jun 21 2019 at 4:42am Copy Link
Christ Milesis Cary, the program *does* support short sales as well as STO (Sell to Open) option trades. Thanks...
The TYT team
Track Your Trades - Jun 21 2019 at 9:43am Copy Link

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