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Product & Service Guide

GruntWorx Trades

Take the monotony out of tax preparation. Transform Consolidated Brokerage Statements into an Excel


Automatically transform trade details on scanned 1099 Consolidated Brokerage Statements into a standard Microsoft Excel file

GruntWorx Trades allows you to quickly and easily manipulate trade data, perform calculations within the spreadsheet, and import the data into your tax compliance software.

The GruntWorx Trades spreadsheet file extracts the following trade details, as listed on the Consolidated Brokerage Statements:

  • Quantity
  • Security Description
  • Purchase Date
  • Sale Date
  • Sale Amount
  • Purchase Amount
  • Gain/Loss