Welcome to TradeAccountant
TradeAccountant is the first vendor to offer a web solution and a desktop solution for one price. We have removed the risk of choosing web verses desktop, use either or both.
We are a team of independent software developers and financial analysts, located in Mountain View, California, with a passion for reconciliation tools. Thousands of traders and Tax Advisers use TradeAccountant to meet their reporting needs. Please accept our free trial offer to learn more, or contact us.
If you are an Active Trader, review the TAPro page, if you are a Brokerage, review the Brokerage page, if you are a Tax Adviser, review the Tax Adviser page, and if you run a web site and are in the markets for gain/loss tools, contact us - let's make a deal.
Desktop or Web Solution
TradeAccountant Pro (TAPro) is a desktop portfolio management tool, designed for active traders, tax professionals and account managers who appreciate the value of special purpose reconciliation, account management and reporting solutions. TAPro includes enhanced reconciliation features, filters and utilities to assist with creation of quality reports from volumes of data.
TradeAccountant Online (TAO) is a web based solution, designed with simplified reporting in mind, plus Guest/Visitor features for sharing account access. The public version supports sync or file import from select brokerages.
A private version is available for tax professionals, brokerages and banks who seek to build around their brand. TAO includes a transaction history list view, data download, gain/loss reports, a private folder for sharing documents and export to tax software in standard and custom formats.
What Customers Say
Reconciled over 30,000 trades...
I finished last year's Schedule D (3,000 trades) in record time...
TradeAccountant saved my life. I was able to finish my Schedule D...
I have been using your product for the past 4 years. I tell all of my friends about it...
Thanks for your help. I was not sure how to reconcile 30,000 trades. You guys must be rocket scientists...
I use TAPro for trading penny stocks. Decimal precision is important to me...
What Others Say
TradeAccountant might be new to you but it is not new to the market! Learn why, in 2005, David Penn of STOCKS & COMMODITIES Magazine said...
TradeAccountant is a valuable tool for real-life traders, who need not only position-tracking and trade-management tools, but also tools to help them move their trading results into tax-paying reality
Background on our team
TradeAccountant (TAPro) was initially developed in 2000 by a group of active traders located in Silicon Valley (Mountain View, CA). We have demonstrated TAPro at the Traders Expo in NY, the Las Vegas Money Show in NV. and the San Francisco Money Show in CA.
Why TradeAccountant
- According to the best trading coaches in the industry, if you want to get better results trading, you need a system and a way to measure your progress. This means keeping track of your trades.
- Serious traders need a tool that can reconcile trades, close options, apply Mark to Market and generate reports that meet the needs of your tax adviser and the IRS. Most perform this task on a weekly or monthly basis.