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View-Reports-Trader-iiIf you are looking for the best securities accounting software on the market, you’ve come to the right place! Trader ii is one-of-a-kind securities accounting software that does much more than simply track the trading activity of your shares, warrants and stock options, etc. It is built on algorithms developed over 20+ years of working with clients who use our securities accounting services.  You won’t find anything like it anywhere!!

Trader ii doesn’t simply track your investments. It does so much more! Here are a few of the jobs Trader ii software can do for you:

  • Calculates moving average costs automatically
  • Creates and maintains a customized database of securities – no matter how many brokerage accounts or type of security
  • Tracks market and out-of-market activity
  • Prepares comprehensive profit/loss, inventory and other reports needed for tax purposes
  • Knows current share positions, costs and where they are – at your fingertips
  • Converts foreign currency amounts to any taxable currency – with the click of your mouse
  • Compares and balances Insider Reports to known holdings and beneficial ownership
  • Retrieves historical or current trading activity in seconds
  • Plans ahead for tax purposes
  • Balances multiple brokerage accounts to the penny and to the share

If you’re looking for someone to do the work for you, trust your securities accounting needs to Securities Services. You get all the benefits of Trader ii software and access to all of your reports online. 

Request Free Beneficial Ownership FormAre you an insider? Securities Services will also balance your insider reports to known holdings and beneficial ownership.

Do it yourself using Trader ii online software or let Securities Services do it for you! Either way, you win.

Need help getting set up with Trader ii securities accounting software? No problem! Training is available that will get you set up and ready to go.

Securities Services has been trusted in the investment community since 1988. We are here to help manage your stock portfolios and insider reporting requirements. We provide a no hassle experience, while providing you with the information you need to make informed tax decisions.

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