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Non-Tech : Stocktax: Stock Trader's Tax & Accounting Companion -- Ignore unavailable to you. Want to Upgrade?


To: Madhur who wrote (86)11/7/1999 3:00:00 PM
From: d. alexander  Respond to of 118
 
Went to the website & found the following

>>>StockTax, from ObviousSoft costs only $5 per month and works on Windows 95, 98 and NT.
StockTax supports currently the following input formats:
Transaction History, Daily Margin Reports (MB Trading, Executioner, PolarTrading etc.), RealTick Trade CSV Files,
Standard Quicken QIF Format
AmeriTrade, Brown & Co, DATEK, Discover, E*Trade, Penson Format, C Schwab, WaterHouse,
Generic Manual Format.

Perhaps I misread the intent, but when I had downloaded the demo, I was disappointed not to find Ameritrade among the inputs to select. Does Ameritrade have to be loaded into Quicken first?** If AMTD is listed there must be some way to do it. Comments appreciated :-)

d.alexander

**rereading, I see that is the case. Off to get Quicken!



To: Madhur who wrote (86)11/7/1999 5:02:00 PM
From: E. Davies  Respond to of 118
 
I've just found your program too.

I'm trying to get an input from Penson, so far without any success. Is it possible that the format has changed?

Could you describe how to create the file you need from the Penson site?

Eric



To: Madhur who wrote (86)11/7/1999 5:56:00 PM
From: d. alexander  Read Replies (1) | Respond to of 118
 
Just received an e-mail from Stocktax saying the program no longer supports Ameritrade because their format was changed. Back to square one.

d.alexander