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Write-Up, the #1 selling stock portfolio accounting software,
is an innovative software that simplifies the tracking, recording and
reporting of stock transactions and provides a consistent standardized format.
Write-Up is the ultimate productivity tool to help you better serve your high
net worth clients.
 
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Write-Up
automatically generates on-screen all the required accounting and income
tax reports. All reports can be generated in detail or summary format
and in local and foreign currencies. All reports can also be exported
to Microsoft® Excel for customized printing.
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BROKER REPORTS:
• T1135
• acb adjustments
• accrued interest income
• all transactions
• broker transactions
• capital gains
• capital gain dividends
• cash flow
• current transactions
• deferred income
• dividend income
• foreign exchange
• foreign income
• historical transactions
• income summary
• interest expense
• interest income
• net interest income
• marketable securities portfolio
• marketable securities transactions
• marketable securities transfer
• miscellaneous adjustments
• moving average cost
• (multiple brokers)
• other income
• short selling portfolio
• spin off and
• share merger/exchange
• T3 transactions
• transfers in and out
• (shares and cash)
• trust unit distributions
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FINANCIAL REPORTS:
• banking transactions
• chart of accounts
• financial statements
• balance sheet
• income statement
• prior years comparative figures
• general ledger transactions
• journal entries
• trial balance
• recurring entries
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