Best way to learn about Simply Track is downloading Trail Copy and try it.
If you dig into the details, you will find Simply Track either meets or
exceeds the key functionality of the competitive products. It is by far the
best value you will find!
Simply Track Testimonials
Here are some unsolicited testimonials from our customers. These customers
extremely happy with the product and they think product is more than worth of price they paid.
| Read what our customers say ... |
Just wanted to send a huge thank you for a great product and a great value. I've tried every other software I could find on the internet and even the $300+ ones did not work as easily and seamlessly as ST. With over 3,500 transactions others were hard to use, didn't transfer all the data, numbers didn't reconcile to 1099 and it took time and effort to figure it how to use it
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"I appreciate your great support. I would not expect to get this
elsewhere."
Daryl
I want to let you know how pleased I am with the support I've received from Simply Track. I'm really speechless. I don't ever remember being treated so well. Reply's were lightning fast. You added Foliofn support to Simply Track that worked the very first time. It matched my 1099 to the penny. I had my Schedule D with Wash Sales done in just a few minutes. I didn't hesitate in purchasing your product. I will be telling everyone I know about Simply Track. Plus you get all the benefits of tracking your portfolio throughout the year. Hopefully you can get Foliofn support added to the main page of your website so that visitors will know that you have support for it. Also, I have the peace of mind knowing if I ever run into a problem there will be someone there to help me. Thank you very very much. Kevin B
For years I have been looking and researching for a "user friendly" software
that would receive exported or manually accepted equity trades, store them,
then offer the availablity to generate current portfolio reviews and year end
1040 schedule "D's". Now I can offer a important service not readily
available through most broker/dealers, investment advisors, and where the
individual investors had to spend hours every year producing it themselves.
Simply Track...Thank you!
Erwin R
I want to congratulate you on your creative Simply Track Wash Sale computer
program. You have taken a very complex income tax problem and made it simple
enough that the average person can finally get through the maze of the IRS.
Your staff has been more than helpful in answering my email questions in a
prompt and courtious manner and have bent over backwards to help in any way
possible to clear up any problems. It has been a real pleasure to do
business with you. Please keep up the good work and thanks again for all of
your help.
Top M
I have downloaded all my last year trades from Ameritrade and Imported into
Simply track successfully. It was able to group and matched all my buy trades
with Sells and saved lot of my time. I was able to generate schedule-D and
print it,
I should congratulate you team for creating this outstanding tool
Thank you
Robert B
Guys,
You are great! My 1099 matches to penny with Simply Track generated Schedule D, 3200 trades, 200 Short sales, Took 1
minute to Import and 1 minute to generate Schedule D. You did a great job. Before trying your software I tried other freely available software. They do not have any contact info at all, and the generated 1099 did not include any short sales at all. But they claim they support ameritrade (freetrade is their subsidiary). Thank you for your quick and very professional help.
P.S. When possible I use free software and rarely purchase it. But I will
purchase yours with great pleasure. It saves a lot of my time.
Regards, Mike M
Great Software! Cheep and best trade matching software for active trades that
I come across on the Internet. Competitors are charging anyway from $149.99 to
$300.00 for same thing. I use TradeStation and not working in simply track,
Contacted support, they released me the patch in 2 hours and was able to
import 3000 trades and generated wash sale report with in minutes.
S.L
Simply Track Awards
Your product Simply Track has been awarded the TOP score of 5-star by our
editor!
TopShareware Team
Simply Track features
- Simply Track (ST) comes with excellent importing feature which saves lot
of time in manually entering your trades.
- No Limit on Number of Trades, Simply Track Professional version can handle
unlimited* number of transactions.
- During the import Simply Track automatically does FIFO trade matching for
IRS Gains & Losses
- Automatically adjust your stock Splits during import so that you don't
need to keep track of stock splits manually.
- Creates a schedule-D, Capital Gains with Wash Sale
- Export your Schedule D Gains & Losses report in TFX format so that you can
import into Tax Software.
- Portfolio Analysis to generate Gain/Loss by Stock.
- Asset and Sector Allocation Report
- Simply track can import trades from Various Online broker trade history
- Many on-line brokers offer a Quicken Interface for exporting trading account data. You can use exported .QIF file to import into Simply Track.
- Calculates Wash Sale Adjustment
- Supports multiple portfolios and combines multiple accounts or portfolios
into one report.
- Export your trade history into Excel spread sheet, Tax software, Text
files, .csv(comma delimeted) files.
- Simply Track can monitor multiple portfolios and watch lists with up to
thirty different parameters, including buy & sell, gains & losses, stock
splits & dividends and total portfolio value for both long and short
positions.
- You can schedule frequency of portfolio quote updates. All portfolios
automatically update your investments at intervals you set using delayed quote
servers on the internet.
- Switch between current holding and transaction history.
- Editing and modifying trades just like Excel spreadsheet.
- Customize portfolio columns using portfolio preference option.
- Links to stock news, charts and online trading broker sites directly from
simply track portfolios.
- Portfolio Analysis to quickly view your Asset allocations, Sector
allocation, Market Cap allocation in nice Bar, Pie, 3D chart formats. >Click
here to see screenshot
System Requirements and Recommended Configuration
- Pentium/200 (or higher) with 32 MB RAM
- Windows 98, Windows NT 4.0, Windows ME, Windows 2000, or Windows
XP
- 50MB free disk space
- MS Excel Program for importing.
- Internet connection, DSL/Cable connection greatly improves performance of importing.
Limitations:
- Options/futures are not supported for all Online Broker Imports. Will be
added in next release.
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Simply Track may not 100% wash rule complaint because of the nature of the
complexity involved in wash sales. We believe Simply Track detects most of the
Wash Sale scenarios
