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Download Free StockPiler Trial Copy

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   Features

	Store thousands of open and/or closed stocks and/or options executions (trades) in StockPiler's database.
	View Buy Side, Sell Side (and Profits/Proceeds) of each trade in a single view, regardless of what date each side was executed.
	Creates TXF files of Long/Short gains and losses for import by TaxCut and Turbo Tax programs.
	Enter or import, then manage, maintain and organize all of your historical and/or current stocks and/or options trades from various brokers.
	Full stock/option database scans, and computations for 'Wash Sales' scenarios. StockPiler makes the necessary basis adjustments.
	Directly print IRS Schedule D-1 forms for any tax year, to include your 'Wash Sales' basis adjustments computed by the program.
	Import your existing portfolio files (spreadsheet formats) into StockPiler's environment.
	View and download portfolio's delayed quotes (prices) from various free Internet sites, then...Scan database for trades outside of your set alert limits.

	View your paper profits on open trades for all stocks, all options, selected options/stocks based on your search criteria.
	Download Internet stock/options prices, automatically update current portfolio balances.
	StockPiler maintains a database of all your Good Til Cancel (GTC) orders with as many brokers as you have.
	Personalized database of your favorite website URL's to convenient Internet access for news and information.
	StockPiler's Report Manager features twenty different report outputs, each of which is presented in either full or summarized formats.
	View select stocks, options, (both combined), open trades, all trades, trades pending broker confirmation, closed  trades, and much more using the Search button.
	Live view of net revenue and net commissions, of your entire portfolio, or of individual stocks and/or options.
	StockPiler manages options assignments and exercises. Simply click on the "Options Disposition" button. StockPiler searches its database for your long or short stock positions, then matches call exercises with existing short stock positions, short put assignments with short stock positions, short call assignments with open long stock positions. If no stock trades are found, StockPiler creates new buy or sell stock trade records, depending on whether or not the Put or Call option was assigned or exercised.
	StockPiler calculates net revenues and commissions according to your pre-inputted broker-based commission rate schedule. Any discrepancies with your broker's reported totals will be apparent once you've received and entered your broker confirmation totals.
	Archive closed (resolved) trades to a separate (archive) file, so you focus only on those trades which are open.
	Easily bring archived trades back into view for editing, deleting, analysis...
	StockPiler manages stock and options splits.
	Directly access Internet for news, quotes... See your portfolio market value, cash available, and net liquidating balances reflected by downloaded quotes.

 

How StockPiler Works

You either import existing broker files containing your stocks and options trades executions, or manually enter each stock or option trade as it is executed during the course of the day, week, month to built your trades database. For each trade, you see your paper profits, real profits, portfolio balance and more. At tax time simply click on either Menu  "Long Term Capital Gains and Losses" or "Short Term Capital Gains and Losses." StockPiler sorts out the data and produces your Schedule D-1 (Continuation of Schedule D) for as many trades as you have entered. If you have 'Wash Sales', expired, assigned or exercised options, these too are printed, along with the appropriate basis adjustments, and disposition text on the Short or Long Term D-1 form. If you have multiple brokers, StockPiler lets you combine data from various brokers to produce a single Schedule D-1 under one name (Social Security Number). Simply import the spreadsheet-based data. After producing your IRS forms, StockPiler lets you decide what to do with your trades:- Remove them to a separate file; Copy them to a separate file; Leave them alone. Typically you remove the trades, placing in a newly created file in a folder on your computer containing your other tax documentation for that particular year.

Put aside closed trades (if you wish) to an archive file, to get them out of view in order to focus on those trades that are open. Schedule D-1 printouts gather data from this archive file automatically. The "Sum Profits" button combines real profits of individual trades, including those 'put aside' to show your overall profits. The "Sum Paper Profits" button shows your P/L status on open trades (combined or search categorized). This is based on the "Last Trade" price downloaded by StockPiler from the Internet, or entered manually.

 

    StockPiler Ordering and Downloading 

1. Secure credit card ordering using Reg.net US $39.95 each copy.
2. Download free fully-functional limited-scope, no time limit trial version (7.38 Mb)

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