Vic Dura <vpdura[at]hiwaay.net> wrote:

- quote -

Try the free demonstrator at http://www.edcosoft.com/d1.html
You can put in 12 trades and see what it will do. You
don't need the wash sale finder but it actually prints the
D-1s for you. it's a Excel 97 file so no installation or
removal problem. If you like it there's a one time charge
to register and good for any year. Keep it on your own
computer, not the web.

ed

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Can anyone recommend some inexpensive software to track
stock & mutual fund shares capital gains/loss? I need
something for the individual investor that would facilitate
Schedule-D completion.

I need something with which I can:

1. record purchases of shares, divs, distributions, etc.

2. upon sale of a security, generate a report for the
security showing the long/short term allocation of shares
and gains/losses so this information can be entered onto
Sched-D.

3. volume of sales/year is less than 30.

4. it is *not* necessary for the software to handle wash sales.

Thanks for any suggestions.

Regards,
Vic Dura

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