StockTax Broker Selection                  (Back to Home)

There are many different ways how your buy/sell transaction data is actually stored.
In this first step you tell StockTax what type of data you want to process next.
wpe10.jpg (4096 bytes)Click on this button in the StockTax main window
(or press 1)



Below you will find a detailed description of each Broker/Input format StockTax can process
(in alphabetical order):

Click here for details about each Broker and Input format

StockTax will present you with all Brokers and Input formats it can process:

Brokers change occasionally their internal transaction data format without notice,
and we add new brokers once in a while, so this list might change.

When you click on on of the brokers; instructions will appears for this type of input.
In this example we clicked on DATEK, so StockTax is showing instructions on how
to obtain your transaction data from the DATEK web site and brings up the button
to actually start the browser on the corresponding web site:
wpe6.jpg (1966 bytes)

Once you have clicked on your Broker click on the wpe3.jpg (1128 bytes) button,
to return to the main StockTax Window.

StockTax will show your current Broker selection in the Main Window next to the button:
wpe5.jpg (5105 bytes)

If your broker does not appear in this list you can add your transactions
using the Manual Transaction Entry function!

Some options are not actual brokers (like Manual Entry, Quicken File, StockTax work file, CSV ...),
but prepare StockTax for these specific transaction file formats independent
which broker (or yourself) has actually created them!