WAA 

Portfolio Management

(This is a sample screen. Checked options will link to a demo screen. )  

  PORTFOLIO UPDATE

Add/update stocks   
Add stock type   

Update stocks type   
Insert/update transactions    
Update Account balances  
Add account history     
Update Account History 

PORTFOLIO ANALYSIS

Portfolio Stock Report   

Portfolio Value history    
Account Value history   

Account balance history  
Account stocks-summary  

Account Value history-details  
Open stock Analysis-reports  

 CLOSED STOCKS

Buy/Sell-analysis   
Schedule D     
Schedule D-Details   

Schedule D -summary  

Closed Stocks-loss
Closed Stocks-gain    
Sold stocks BY Year

  ACCOUNT ANALYSIS

Misc transaction-detail

Stock transaction-detail