AutoScheduleD

Dianyang Wu

Description

AutoScheduleD is a powerful trading data processing tool for stock traders. It can import data from text files, MS Word files and broker web sites by copying/pasting; can create and update data formats with importing data from different brokers; can print out Schedule D-1 of IRS Form 1040; and can also transfer result data into other tax software such as TurboTax.

The functionality of transferring result data into other software without any support of API (Application Program Interface) is very powerful, special and easy-to-use. A similar functionality has not been seen in any other software applications. 

AutoScheduleD also provides a QuickStart tool and a demo to help first-time users.

Test

A easy way to test the major functionalities of AutoScheduleD is following the steps as bellow:

  1. Install AutoScheduleD, run it, and click Close button to close the QuickStart tool.
     
    If you get error 1931, 1321 or 1304 about fail to update files when you install AutoScheduleD on Windows 2000,  ignore these errors and let the installer proceed without overwriting the files. The files already exist on the computer and are up to date anyway.
      
  2. Click the Open File button on the toolbar.
     

     
  3. Choose "DatekStockData.txt" in the Open dialog box and click the Open button. The file DatekStockData.txt includes the real trading data copied/pasted from a real account of www.datek.com.
     

     
  4. In the next pop-up dialog box Data Format, choose “Datek 2002 Format” in the table of Broker Name and Investment Type, and click the Ok button.
     

     
  5. Wait for the data importing, then a message box will be popped up to tell the numbers of the imported and filtered lines, click the Ok button to close the box.
     

     
  6. Click the Calculate button on the toolbar to calculate data.
     

     
  7. If you want to view the source or the result data, click the appropriate tab button on the bottom to see it. The S.W.R sheet displays three data sheets in one window.
     

     
  8. Click the S.W.R button on the bottom to see the Source, Working and Result sheets displayed in one window. Double click a number button to the left of a row in a sheet, you can see tow or three rows marked with the green color which tell the calculating track from source, working to result data. 
     

     
  9. Print out Schedule D-1 –– Click Schedule D-1 tab button on the bottom to see the Schedule D-1 sheet, type a name and a SSN optionally, then click the Print button on the toolbar to print it.
     

     
    The Page Setup dialog box will be displayed, please do not click and type anything and wait for it closing automatically, click the Print button in the next displaying dialog box Print.
     
    If the page printed does not end at a right position, please go to Set Rows Per Page in Schedule D-1 (Data Printing) of Tool on the menu to change the rows, click the Calculate button to create a new Schedule D-1 sheet, and then click the Print button on the toolbar again..
     

     
  10. Transfer result data to TurboTax –– Click the Result tab button on the bottom to see the result sheet.
     

     
    Run TurboTax and open its Schedule D form.
     

     
    If you do not have TurboTax installed on your computer, please use the form provided by AutoScheduleD to test the function. Click the Help button on the toolbar, choose “Exporting Result Data” in the left side of the Help window, and then scroll down the right side of the window to see the Form of Schedule D format for data transfer test.
     

     
    Click the Set Target button on the toolbar to bring up a icon showed as under the mouse. Press and keep down the left button of the mouse on the icon, and move it to the target cell in the Schedule D where is the start place to receive the calculation result.
     
        
    (Setting target at Schedule D form of TurboTax)
     

    (Setting target at Form of Schedule D format of AutoScheduleD)
     
    Click the Start Transferring button . The calculating result data is being transferred from AutoScheduleD into Schedule D form in another software.
     

    (Transferring data into Schedule D form of TurboTax)
     

    (Transferring data into Form of Schedule D format of AutoScheduleD)
     
  11. If you want to create or update a data format, refer to Help of AutoScheduleD.
     

Download AutoScheduleD Installer

    File Name: AutoScheduleD.msi
    Download Size: 4.52 MB
    Download

Contact

autoscheduled@yahoo.com

 

    Go to Top