iScheduleD Portfolio Manager offers a software solution for managing stock and option trades from multiple online brokers. You can calculate wash sales, split and reverse split stocks, and generate gains/losses reports. You can also import capital gains in the form of TXF into tax software such as TurboTax and TaxCut.

iScheduleD Portfolio Manager is downloadable software with a single-user license. The software is priced as low as $19.99. No annual subscription! No additional costs or fees!

Software Price
iScheduleD Portfolio Manager 4.0 Unlimited $29.99 USD
iScheduleD Portfolio Manager 4.0 Standard $24.99 USD
iScheduleD Portfolio Manager 4.0 Basic $19.99 USD
iScheduleD MTM Portfolio Manager 4.0 Unlimited $29.99 USD
iScheduleD MTM Portfolio Manager 4.0 Standard $24.99 USD
iScheduleD MTM Portfolio Manager 4.0 Basic $19.99 USD

TXF Creator offers a software solution for converting stock and option trades from various online brokers to TXF files with just a few clicks of the mouse. You can then import your gains and losses in the form of TXF into tax software such as TurboTax and TaxCut.

TXF Creator is downloadable software with a single-user license. The price of TXF Creator is as low as $6.99. No annual subscription! No additional costs or fees!

Software Price
TXF Creator 4.0 Unlimited $12.99 USD
TXF Creator 4.0 Standard $9.99 USD
TXF Creator 4.0 Basic $6.99 USD

TXF Reader converts TXF (Tax eXchange Format) files to CSV (Comma Delimited) files. You can import capital gains and losses in the TXF format into spreadsheet for history tracking.

TXF Reader is downloadable software with a single-user license. The license fee is $9.99. No annual subscription! No additional costs or fees!

Software Price
TXF Reader 1.0 $9.99 USD

TXF Online offers a simple web-based solution for processing customer trade data and generating TXF files in four easy steps. All you need to do is to upload your trade data file and then receive your TXF file via email in 30 seconds.

TXF Online charges processing fee on a per-file basis. The price starts at $2.99.

Number of Processed Trades Processing Fee
1 - 100
$2.99 USD
101 - 300
$3.99 USD
301 - 500
$4.99 USD
More than 500 $0.002 USD is charged for each additional trade.

CNET EDITORS' 4-STAR REVIEW

TXF Creator attempts to save you time and effort with its smooth ability to convert financial files from online investment sites and third-party financial software into tax-friendly formats. Its incredibly simple operation and fast results make for a sure-fire hit with those who invest a lot and file their own taxes.

by CNET EDITORS on October 23, 2009

TXF and Schedule D Made Easy!

Easy to use interface with multibroker support. Outstanding customer service. The ability to set up different portfolio profiles. Being a .jar executable it has virtually no obtrusive footprint. The capability to base the import on custom CSVs.

by rdskins4 on March 02, 2011

Simple, Fast and Does The Job at a Good Price

Importing CSV files from your broker is simple and straight forward. Easier than I thought. Once this is done this application easily calculates a schedule D for any year you choose. I imported each year separately as CSV files all the way back to 2004. This app took everything and saves it all together so you have it in there. You just keep adding to it as the years go by.

by fuzzsdad on February 17, 2011

Greatly Simplifies Tax Preparation for Active Traders

It's tax time and iScheduleD Portfolio Manager unlike any other I've seen offers the simplest way to bring multiple brokerage transactions together, with the ability to quickly modify the CSV files ahead of import for those special positions that require manual-cost basis adjustment. Nothing around I've found to do this, and I've looked extensively. I'll be recommending this to any of my friends who are active traders.

by grinnibrit71 on March 10, 2010