Generate Schedule D and Form 4797 reports (1997-2003) with IRS post-May 5 calculations. Import information from Ameritrade, Schwab, CyberTrader, Datek, E*Trade, Fidelity, Merrill Lynch, OptionsXpress, Penson, Scottrade, TD Waterhouse, and TradeStation. Also import information from Quicken, Money, and Brokerage QIF forms. Discover and automatically correct short sales documented as sales. Aggregate trades for multiple brokerage accounts. Review thousands of trades. Group trades automatically in seconds using FIFO or by lot matching (point and click). Export to TurboTax or TaxCut, with an adjustment for wash sale. Export transactions or Schedule D results to Excel for detailed analysis.

Version 2.6.0.2.4.08 has added a Detailed Wash Event report and a Decimal Precision Control feature.