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Adalitek Group stands as a premier innovation partner, renowned for its enduring relationships with top-tier blue-chip companies. Our commitment to excellence is reflected in our long-standing partnerships, where we have consistently co-developed cutting-edge products and delivered top-notch services with precision and punctuality. Adalitek Group has built a distinct brand reputation among global clientele by focusing unwaveringly on technological advancements, cultivating exceptional talent, and demonstrating an uncompromising dedication to meeting our customers’ priorities.

 

Simply Track

Simplifying Portfolio Management and Tax Reporting

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Simply Track

Simplifying Portfolio Management and Tax Reporting

Simply Track is a user-friendly, standalone application designed to streamline portfolio tracking and generate IRS Schedule D with ease. If you're an active trader, you’ve come to the right place. Simply Track is the ultimate tool for simplifying your tax reporting and portfolio analysis needs. It is a straightforward yet feature-rich, award-winning software that takes the complexity out of managing your investments.

 

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You can leverage Simply Track in two powerful ways:

Simplified Tax Reporting

With Simply Track, you can effortlessly import all your trades from various brokerage accounts and generate your Schedule D with just one click. Say goodbye to spending endless hours calculating wash sales and preparing capital gains tax forms. Simply Track does the heavy lifting for you, automatically calculating and reporting everything needed for your IRS filing. You can also export your Schedule D in .TXF format, which is compatible with popular tax software like TurboTax® and TaxCut®.

Comprehensive Portfolio Management

Simply Track allows you to monitor your stock or mutual fund positions across multiple portfolios, even from various online brokers. By consolidating all your account data, you can seamlessly track multiple portfolios and watch lists. With support for up to 30 different parameters—including buy/sell transactions, gains and losses, net gain, wash sales, and total portfolio values—Simply Track ensures you have a complete overview of your long and short positions. It even tracks wash sales across portfolios, which is a critical requirement by the IRS, and provides detailed reports such as Stock Gain/Loss, Asset Allocation, and Sector Allocation.

Product Highlights

Accurate Wash Sale Calculations

Automatically computes wash sales, including those across portfolios.

Unlimited Transactions

Unlike other stock tracking programs, Simply Track can handle an unlimited number of trades.

Automatic Stock Split Adjustments

No need for manual stock split calculations—Simply Track takes care of it.

FIFO Trade Matching

Automatically complies with IRS rules for First-In-First-Out (FIFO) trade matching to account for wash sales.

Schedule D-1 Generation

Effortlessly creates Schedule D-1 attachments and prints IRS forms for submission alongside your Federal tax filings.

TXF Export Compatibility

Export your Schedule D Gains & Losses report in .TXF format, compatible with TurboTax®, TaxCut®, and other tax software.

Trade Import Flexibility

Import trades from a variety of formats, including delimited text, Excel®, Money®, and Quicken®. Alternatively, you can cut and paste your trade history directly from online accounts.

Wash Sale Reporting Across Tax Years

Simply Track can generate wash sale reports even using data from previous and future tax years, ensuring accurate wash sale adjustments moving forward.

Advanced Wash Sale Adjustments

The software handles wash sales for overlapping long-term and short-term trades and adjusts for unequal share quantities during buys and sells.

Short Sales Matching

Automatically matches short sales based on the trade date, ensuring seamless management of short positions.

Why Choose Us

Choosing Adalitek Group means partnering with a leader in IT solutions dedicated to delivering exceptional value and results. Our team brings a wealth of expertise and a commitment to innovation, ensuring that your IT infrastructure is optimized for success. We tailor our services to meet your specific needs, leveraging the latest technologies and best practices to drive your business forward.

We provide IT solutions across various industries including finance, healthcare, manufacturing, and technology. Our versatile expertise allows us to address the unique challenges and requirements of different sectors effectively.

 

We start by conducting a thorough assessment of your business needs and goals. Based on this evaluation, we design and implement tailored IT strategies and solutions that align with your specific objectives and industry standards.

 

Adalitek Group offers comprehensive support and maintenance services, including 24/7 technical support, regular system updates, and proactive monitoring to ensure optimal performance and quick resolution of any issues.

Getting started is simple. You can reach out to us via our contact page to schedule a free consultation. Our team will discuss your needs, provide insights, and outline the steps to begin our partnership.

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