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Main Window
Main Window divided into three grids. Top grid displays market indices; Middle
grid displays portfolio totals, realized gains/loss, today's gain/loss, net
gain/loss and cash reserve for current portfolio. Bottom grid displays your
current holdings (open positions), By clicking view->all trades menu item,
bottom grid automatically show all transactions plus current holdings. You can
turn on and off top two grids by clicking items under view menu. |
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Importing
Click on File>Import to import data into simply track using various broker
provided formats. Click here to learn more about
importing
trades into Simply Track. |
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Schedule-D Generation
To generate Schedule-D, Click on Reports>Generate Short Term Schedule-D or
Click on Reports> Generate Long Term Schedule-D and input some basic
information like Tax Year, Name and click ok to generate Schedule-D report.
You can print this report to attach to your Tax return or you can also export it
to .TXF file, which can be used with other Tax softwares like TurboTax |
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Monthly gains an losess
Using this feature you can quickly see how your assets are allocated among various securities.
Simply Click on Reports>Portfolio Analysis to generate the graphs as shown.
Using graph type option you can quickly see you graphs in Bra, Pie, 3D
formats. Using this option you can also view your portfolio allocation by
market cap, various sectors, asset allocations among various securities. |
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Profit/Loss By Security
Using this feature you can generate report of profit/loss by individual
security. This is a great way to look your best and worst performers in your
portfolio.
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