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Track Your Trades® simplifies preparation of your tax return by generating an IRS
Schedule D (Capital Gains and Losses) tax report. Added bonus: you can also use it
to produce a completed Schedule D for PRIOR tax years. Wash sale reporting is
automatically included; however, you have the opportunity to turn it off if you choose to
not display wash sales. Likewise, option trades are included, but you can suppress
them via a filter. Schedule D and Form 8949 can be viewed or printed at your
convenience, or exported to TurboTax, H&R Block At Home, or Excel.

Track Your Trades is also a streamlined method of accurately tracking your stock,
option, and mutual fund transactions. Its simplicity, speed, and compactness appeal
to traders and investors who want convenience when managing their trades. Trades
are easily entered (either manually or via import) and retrieved at your convenience
from your PC or laptop. Note: the import function does not currently support option
trades or trades of stock triggered by exercise of an option. However, such trades can
be entered manually. Also, if you've selected Specific Shares or LIFO method for
finding cost basis, be advised that cost basis reporting on Schedule D may be
affected and may lead to inaccurate wash sale results.

Track Your Trades will help you strategically plan your income tax return so you can
potentially lower or avoid capital gains taxes. If strategic tax selling is part of your tax
planning, Track Your Trades is the perfect tool for finding tax-loss candidates. A
What-If wizard helps reveals a trade outcome beforehand. A "Show open positions"
report enables you to see the long-term and short-term status of shares you own.

Consulting services such as training or Schedule D preparation may be purchased
separately. Please contact us for pricing and additional information.