iScheduleD Portfolio Manager

iScheduleD Portfolio Manager manages stock and option trades from multiple online brokers. This software can help you maintain multi-year trading history, calculate wash sales, manage stock splits, generate and print Form 1040 Schedule D reports, export stock and option transactions into Excel. You can easily import capital gains and losses into tax software such as TurboTax and TaxCut.

Unlimited Edition $29.99 USD	Standard Edition $24.99 USD	Basic Edition $19.99 USD	Demo Edition Free

iScheduleD Portfolio Manager is downloadable software with a single-user license. The license fee is as low as $19.99. No annual subscription. No additional costs or fees. The software supports several financial data formats such as OFX (Open Financial Exchange), QFX (Quicken Financial Exchange), QIF (Quicken Interchange Format) and CSV (Comma Delimited). In addition, it has direct built-in CSV import support for the brokers below:

TD Ameritrade Charles Schwab E*Trade Financial Fidelity Investments Terra Nova Financial

OptionsHouse OptionsXpress ShareBuilder MB Trading ProFunds

Scottrade TradeKing Vanguard Zecco

EOption ThinkOrSwim Dimension Trading Firstrade

iScheduleD MTM Portfolio Manager

If your are an active trader and have elected the Mark To Market (MTM) tax accounting with IRS, we have a solution for you as well. Our software iScheduleD MTM Portfolio Manager supports the MTM tax accounting procedures for stock and option traders. Capital losses are converted to ordinary losses and become exempt from the IRS wash sale rule.

MTM Unlimited Edition $29.99 USD	MTM Standard Edition $24.99 USD	MTM Basic Edition $19.99 USD	MTM Demo Edition Free

iScheduleD Edition Comparison

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.

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.

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.