Comma Separated Values (CSV), which is also known as Comma Delimited (*.csv), is one of the most popular financial data exchange formats. Most brokerage firms allow clients to export or download stock and option transactions in the CSV format.
${app.title} can read CSV files to import stock and option transactions into a portfolio and calculate Schedule D forms for any tax year. The calculated results are wash sale adjusted and can be exported to other financial software such as Turbo Tax and TaxCut.
Click on the Next button to import stock and option transactions from a .CSV file.