StockPiler's Screen Shots

StockPiler's main window is where trades are entered before or after receiving your official broker confirmation for each trade execution.

Input Page for Stock Entry - StockPiler

Day1 is when the trade is opened, buy or sell side. Day2 Transaction Data is left blank until such time the trade is closed. The description of the security is first entered. If the trade is an option trade, the option symbol, e.g. IBMAF, and the expiration date fields are filled in automatically. The number of contracts or shares are then entered, followed by the price. The commission and proceeds are figured, based on your Commissions Set-up Schedule established prior, and are inserted automatically into the fields named 'Calculated Commissions' and 'Calculated Proceeds' respectively.

Upon receiving written confirmation of a trade, the commissions and nets, as shown by the broker's report are entered. Any discrepancies with reported vs. calculated commissions become apparent.

Click on the toolbar button W to determine wash sales scenarios if a stock trade resulted in a loss. Click on this W also if entering a buy option trade (put or call) or any stock trade, to scan the database for stock losses for which this new trade's basis may need to be adjusted as a result of a prior 'wash sale' scenario.

Clicking on the "Internet" toolbutton opens up the "Open Trades" window. Here links are provided to several free Internet sites where the current stock or option price of each open trade is displayed, and or downloaded.

If prices are downloaded, the window is automatically updated with the new price and as-of date of each open security. Portfolio, market value, and net liquidating balances are automatically updated as well.

After downloading prices, clicking on the toolbutton scans the database, comparing each updated price with high and low price alert limits you set prior for each security. Each trade, whose limits are outside those of the new prices, is displayed.

This would be the input screen for an option trade:

Option Input Page - StockPiler

The report feature allows for the printing of any of twenty pre-formatted reports to either printer or monitor.

Report Set-Up Form - StockPiler

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