Open Financial Exchange (OFX) is a unified specification for the electronic exchange of financial data between financial institutions, businesses and consumers via the Internet. Many brokerage firms allow clients to export stock and option transactions in the OFX format from their websites. The exported data file normally has the file extension .OFX.
${app.title} can read OFX files to import stock and option transactions into a portfolio and calculate Schedule D forms for any tax year. The calculated results are wash sale adjusted and can be exported to other financial software such as Turbo Tax and TaxCut.
Click on the Next button to import stock and option transactions from a .OFX file.