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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.


• 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


• 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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