Accounting Software for Trading Portfolio

Discussion in 'Taxes and Accounting' started by newwurldmn, Apr 5, 2023.

  1. newwurldmn

    newwurldmn

    I’m not going to assume such a software doesn’t exist.
     
    #11     Apr 6, 2023
  2. I’m sure there’s a few softwares that’ll keep track of your orders and do a decent job of greening and Redding transactions

    but if you want proper write offs and a much lower tax bill excel is best because of its coding and rule making capabilities

    Plus anyone who knows how to properly significantly lower capital gains taxes will not offer quickbooks prices to the public, it’ll be more like what PB’s charge hedge funds for access
     
    #12     Apr 7, 2023
  3. I ended up doing this manually in excel. Find any good alternative?
     
    #13     Jul 14, 2024
    newwurldmn likes this.
  4. newwurldmn

    newwurldmn

    I kind of gave up on this. But rereading this thread, I will put this back on the todo list
     
    #14     Jul 14, 2024
    longandshort likes this.