a product of Investor Services PORTFOLIO TRACKER 2008 ©  (ver 11.3)   2002-2008 all rights reserved - Updated 12/02/08

! Version 11.3 Features Automatic Price Updating For Your Portfolio From MSN.com !
 
 
           
   

   
Using EXCEL ©  2002 or Later - Easily Generate  a SCHEDULE D  For Your "Stock" - "Option" & "Mutual Fund" Trades  !!!
 
Portfolio Tracker 2008 Free Schedule D Version   < <  DOWN LOAD AND BEGIN USING THE "FREE" SCHEDULE D GENERATOR TOADY !  > >  Portfolio Tracker 2008 Free Schedule D Version
 
 
 
 
STOP !  don't spend days preparing your Schedule D from your broker's statement !
 
 requirements - excel 2002 or later and a screen resolution 1280 x 1024 for optimum viewing !
wash sale tracking - that's what we do best ! you can enable it or disable it, your option !
 txf files - you can then export to either turbo tax or taxcut -  we  easily  generate them !
 tax time calculates the true cost basis of all transactions and easy Schedule D Generation !
 input your  broker's statement - get credit for those "replacement shares" from wash sales !
 
 the best money you'll ever spend if you bought & sold stocks or options last year and have to prepare a Schedule D !
 
 

Click below to see some of the Program Features - seeing is believing !
Main Menu Tax Time Current Prices Internet Links Interest & Dividends Help Screen
 

  

  

  

  

  
Stock Positions Wash Sales Option Journal Stock Input Journal Broker Input Page Print Out Available
 

  

  

  

  

  
Import from your Broker - then output to a .TXF file . . ok ok , so we like to have fun too ! Blackjack or Yahtzee anyone ? Export your recorded transactions right to a .TXF file . .
Import Your Brokers's Statement - Output A .TXF File  

  

 Input Your Data Throughout The Year - Then Simply Run Tax Time For Your .TXF File
 
 
   Portfolio Tracker 2008 Free Schedule D Version  say yes to easy .txf file generation for export to your tax software

   Portfolio Tracker 2008 Free Schedule D Version  say yes to quick and instant tax preparation for stocks and options

   Portfolio Tracker 2008 Free Schedule D Version  say yes to tax time and spend minutes - not days, doing  Free Schedule D Version"

   Portfolio Tracker 2008 Free Schedule D Version  say yes to having fun with Excel !

 
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