TradeKeeper is a Schedule D software. It's primary purpose is to automate the management of your investment trades and Create IRS Schedule D for tax filing with Minimal effort. It also provides profit and loss reports for your trades. It can be used alone or as a companion product to TurboTax, TaxCut, or TaxWise for electronic tax filing. Easily import trades from brokers using companion Data Conversion service.
Merge and match trades across multiple accounts and/or brokers.
Tax lot matching.
Schedule D / Capital Gains
Import trade History from any brokerage.
Import Spreadsheet (CSV) files
Supports short and long trades
Adjust for stock splits
Adjust for option splits and symbol changes
Stock option trades
Support option expirations
Support for Futures trades
No strings. No obligations.
Capability to create custom reports
Screenshots are not available currently.
What's New in TradeKeeper 3.4.5
Release notes are not available currently.
No additional system requirements.