Position Ledgers
Stock Trading & Brokerage Platforms
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This advanced trade and investment tracking tool efficiently analyzes and reconciles brokerage statements by importing CSV files containing stock and options trade data, automatically matching fills using FIFO methodology to determine accurate realized profit and loss, cost basis, and premium income. It offers key features such as multi-account management, detailed symbol-specific income reports, offline operation without cloud storage or login requirements, and customizable live price updates, making it ideal for active options and equities traders seeking precise, extensive, and privacy-conscious portfolio analysis and tax-reporting support.
Position Ledgers can be found in Stock Trading & Brokerage Platforms categories.
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Pricing:
$29/mo
Consumer Type:
B2B & B2C
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