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iScheduleD Portfolio Manager
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iScheduleD Portfolio Manager manages stock and option trades from multiple online brokers.
This software can calculate wash sales,
manage stock splits and reverse splits,
generate and print Form 1040 Schedule D reports.
You can easily import capital gains and losses into tax software such as TurboTax and TaxCut.
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Demo Edition
Free
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Basic Edition
$14.99 USD
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Standard Edition
$19.99 USD
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Professional Edition
$24.99 USD
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Unlimited Edition
$29.99 USD
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iScheduleD Portfolio Manager is downloadable software with a single-user license.
The license fee is as low as $14.99. No additional costs or fees are required.
This software has direct support for the brokers below:
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- TD Ameritrade
- Charles Schwab
- E*Trade Financial
- Fidelity Investments
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- Interactive Brokers
- optionsXpress
- ShareBuilder
- MB Trading
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- Scottrade
- TradeKing
- Vanguard
- Zecco
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- EOption
- ThinkOrSwim
- Dimension Trading
- Firstrade
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You can download a free demo to try out iScheduleD Portofolio Manager.
If you were unable to run the demo,
please install Java SE Runtime Environment (JRE) 6.
and check out the FAQ for troubleshooting.
This demo can process up to 10 trades (including buys and sells) per portfolio.
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iSchedule Portfolio Manager Edition Comparison
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iScheduleD Portfolio Manager 2.0 |
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Basic Edition
- Multi-broker support
- Gain-Loss reporting
- Wash sales calculation
- Stock split and reverse split
- Unlimited number of TXF files
- Unlimited number of portfolios
- Limited to 100 stock symbols per portfolio
- Limited to 1000 stock trades per portfolio
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$14.99 USD
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Standard Edition
- Multi-broker support
- Gain-Loss reporting
- Wash sales calculation
- Stock split and reverse split
- Unlimited number of TXF files
- Unlimited number of portfolios
- Limited to 200 stock symbols per portfolio
- Limited to 2000 stock trades per portfolio
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$19.99 USD
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Professional Edition
- Multi-broker support
- Gain-Loss reporting
- Wash sales calculation
- Stock split and reverse split
- Unlimited number of TXF files
- Unlimited number of portfolios
- Limited to 500 stock symbols per portfolio
- Limited to 5000 stock trades per portfolio
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$24.99 USD
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Unlimited Edition
- Multi-broker support
- Gain-Loss reporting
- Wash sales calculation
- Stock split and reverse split
- Unlimited number of TXF files
- Unlimited number of portfolios
- Unlimited number of stock symbols per portfolio
- Unlimited number of stock trades per portfolio
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$29.99 USD
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iScheduleD Portfolio Manager