Developer description: Reduce tax time frustration. A few mouse clicks will output capital gains, dividends, and interest income to IRS forms 1040 Schedule B and D respectively in Adobe Acrobat format or use Invest to export your data to TurboTax. Group investment data based on account, stock symbol, or date. Update prices from the internet. Determine annualized and total return of different investments. Works with many different kinds of investments including stocks, mutual funds, options, and futures. Keep track of overall account returns with adjustments for inflows (e.g. dividends, cash deposits) and outflows (e.g. margin interest expense, cash withdrawals).
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