Introduction

• Overview
• User Interface Basics

Getting Started Step by Step

• Overview
• Create a New Data Set to Hold Your Data
• Import or Enter Data
• Edit Stock Names
• Run Reports

Table Reference

• Closed Positions
• Open Positions
• Transactions

Sample Reports

• Imported Data Summary
• Capital Gains Reports

  • Schedule D

    • Year 2000

    • All Time
    • All Time, Short-Term Only
    • All Time, Long-Term Only
  • Broker

    • Year 2000

    • All Time
  • Detailed

    • Year 2000

    • Year 2000, Short-Term Only
    • Year 2000, Long-Term Only
    • All Time
• IRS Schedule D (PDF, Year 2000)
• Wash Sale Basis Adjustment (Letter, Year 2000)
• Summary Report
• Open Positions

  • 1998

  • 1999
  • 2000
  • 2001
• 5 Year Gains (All Time)