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Quick Facts |
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Description by publisher
StockPiler is a Windows 95/98/Me NT database software program for storing,managing and organizing executed stocks and options trades for
portfolio management, free delayed quotes downloads, calculating
IRS 'Wash Sales' basis, complete IRS Schedule D-1 generation, and for
price alerts .
Features include:
* Store stocks and/or options executions (trades)-open and/or closed.
* Determine 'Wash Sales' scenarios and calculate 'Wash Sales' basis
* Directly print IRS Schedule D-1 forms for any tax year.
* Stock/option price alerts.
* Import existing portfolio files from your broker, Internet, or other sources,
directly into StockPiler's environment.
* View portfolio's delayed quotes (prices) from various free Internet sites
* Download Internet prices, automatically update current portfolio balance.
* StockPiler shows your current portfolio market value (including or excluding
closed or archived trades totals).
* Personalize your favorite website URL's database for convenient Internet
access to news and information. Directly access each website from StockPiler.
* StockPiler's Report Manager features nineteen different reports, each of
which is presented in either full or summarized formats.
* View Buy Side, Sell Side (and Profits/Proceeds) of each trade together,
regardless of when each side was executed.
* List views of select individual stocks, options, (both combined), open trades,
all trades, trades pending broker confirmation, archived (closed) trades, more...
* 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 enter 'E' for
exercise, or 'A' for assignment of your long or short options. StockPiler
searches the database for your long or short stock positions, then matches
call exercises with existing short stock positions, short put assignments with
short
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