iScheduleD - Schedule D Wash Sales Software

iScheduleD manages stock and option trades from multiple online brokers. This software can help you maintain multi-year trading history, calculate wash sales, manage stock splits, generate and print Form 1040 Schedule D reports (Form 8949), export stock and option transactions into Excel. You can easily import capital gains and losses into tax software such as TurboTax and TaxCut.

iScheduleD Portfolio Manager Unlimited iScheduleD Portfolio Manager Standard iScheduleD Portfolio Manager Basic iScheduleD Portfolio Manager Demo
Unlimited Edition
$29.99 USD
Standard Edition
$24.99 USD
Basic Edition
$19.99 USD
Demo Edition
Free
Launches iScheduleD Portfolio Manager Demo

iScheduleD is downloadable software with a single-user license. The license fee is as low as $19.99. No annual subscription. No additional costs or fees. The software supports several financial data formats such as OFX (Open Financial Exchange), QFX (Quicken Financial Exchange), QIF (Quicken Interchange Format) and CSV (Comma Delimited). In addition, it has direct built-in CSV import support for the brokers below:

  • TD Ameritrade
  • Charles Schwab
  • E*Trade Financial
  • Fidelity Investments
  • Terra Nova Financial
  • OptionsHouse
  • OptionsXpress
  • ShareBuilder
  • MB Trading
  • ProFunds
  • Scottrade
  • TradeKing
  • Vanguard
  • Zecco
  •  
  • EOption
  • ThinkOrSwim
  • Dimension Trading
  • Firstrade
  •  

iScheduleD Edition Comparison

Product iScheduleD 4.0 Price
iScheduleD Portfolio Manager Unlimited Edition

iScheduleD Unlimited Edition

  • Multi-year portfolio
  • Multi-broker support
  • Gain-Loss reporting
  • Schedule D Form 8949
  • Wash sales calculation
  • Stock split and reverse split
  • Unlimited number of TXF files
  • Unlimited number of portfolios
  • Unlimited number of stock symbols per portfolio
  • Unlimited number of stock trades per portfolio
$29.99 USD

iScheduleD Portfolio Manager Standard Edition

iScheduleD Standard Edition

  • Multi-year portfolio
  • Multi-broker support
  • Gain-Loss reporting
  • Schedule D Form 8949
  • Wash sales calculation
  • Stock split and reverse split
  • Unlimited number of TXF files
  • Unlimited number of portfolios
  • Limited to 200 stock symbols per portfolio
  • Limited to 2000 stock trades per portfolio
$24.99 USD

iScheduleD Portfolio Manager Basic Edition

iScheduleD Basic Edition

  • Multi-year portfolio
  • Multi-broker support
  • Gain-Loss reporting
  • Schedule D Form 8949
  • Wash sales calculation
  • Stock split and reverse split
  • Unlimited number of TXF files
  • Unlimited number of portfolios
  • Limited to 100 stock symbols per portfolio
  • Limited to 1000 stock trades per portfolio
$19.99 USD

Testimonials

TXF and Schedule D Made Easy!

Easy to use interface with multibroker support. Outstanding customer service. The ability to set up different portfolio profiles. Being a .jar executable it has virtually no obtrusive footprint. The capability to base the import on custom CSVs.

by rdskins4 on March 02, 2011

Simple, Fast and Does The Job at a Good Price

Importing CSV files from your broker is simple and straight forward. Easier than I thought. Once this is done this application easily calculates a schedule D for any year you choose. I imported each year separately as CSV files all the way back to 2004. This app took everything and saves it all together so you have it in there. You just keep adding to it as the years go by.

by fuzzsdad on February 17, 2011

Greatly Simplifies Tax Preparation for Active Traders

It's tax time and iScheduleD Portfolio Manager unlike any other I've seen offers the simplest way to bring multiple brokerage transactions together, with the ability to quickly modify the CSV files ahead of import for those special positions that require manual-cost basis adjustment. Nothing around I've found to do this, and I've looked extensively. I'll be recommending this to any of my friends who are active traders.

by grinnibrit71 on March 10, 2010