I use a LED 2.0 proprietary trading system (paper and pencil
For tax records I also use schedule D continuation pages.
One page for each year on which I put ALL sales
I also use one page for each security on which I record ALL trades.
If I have a sale I record on the yearly page and then look on that securities page to see what and when I bought it at and transfer the info to the yearly page.
At the end of the year everything just needs to be recorded on my tax return. I do about twenty trades / year. Not that much work.
I also developed the QUICK AIM CALCULATOR that is on the www.aim-users.com site.
From that you can figure out a security's hold zone, white in down on an index card, and just glance at it once / month to see if you need to do a trade.
Hi RCA, Tom's website has an AIM spreadsheet and that's what I've been using for years, with just minor modifications. I tried Automatic Investor but I always go back to my spreadsheet.