TradeLog Software
How TradeLog Works. Understand key terms and concepts to get started. Guide: Using TradeLog Each Year. Follow these eight steps to use Tradelog successfully. Broker Import Support. View the list of supported brokers and links to import instructions. Troubleshooting. Get answers to common problems and questions. FAQs. Get answers to frequently ...
FAQ: TradeLog Application and Subscriptions - TradeLog Software
Do everything you would do with a paid subscription of TradeLog for an unlimited number of records. The only limits: you cannot copy data out of the application; you cannot export, save or print reports; nor can you run the End Tax Year function to close out the tax year.
Importing with BrokerConnect - Charles Schwab – TradeLog …
You may want to add an identifying factor to the account name, so you can differentiate it in TradeLog if you have multiple accounts. To do so, follow these instructions from Schwab to rename your accounts PRIOR to linking them with SnapTrade: How to Rename an Account .)
How to Renew a Legacy Subscription – TradeLog Software
🎉 🥳 Congratulations, you successfully renewed your TradeLog subscription on our new system! Need to change your email address or have other questions? Please contact Support, we're here to help.
What's New in TradeLog 20 - TradeLog Software
TradeLog 20 introduces some exciting changes and new functionality! We've been working on a major update to TradeLog for several years...
Guide: Using TradeLog Each Year – TradeLog Software
You Used TradeLog for the Previous Year: Locate Your Data File; STEP 2 - Establish Your Starting Point. Start Here - What are Baseline Positions; Using the Baseline Positions Wizard; Manually Entering Baseline Positions; No Baseline Positions; STEP 3 - Import Trade History. Importing Your Brokerage Trade History into TradeLog; Linking Your ...
How TradeLog Works - TradeLog Software
Learn How TradeLog Works. STEP 1 – Understand TradeLog data files and account tabs: STEP 2 – Learn key features of the TradeLog window: STEP 3 – Now see what TradeLog can do for you: Basic Concepts of TradeLog. Concept #1: Debits and Credits; Concept #2: Open a Trade, Close a Trade; Concept #3: First In, First Out; Concept #4: Trade Numbers
Reconciling Your 1099-B - TradeLog Software
1099-B Details: This section allows you to change the default TradeLog settings depending on your broker 1099-B. Please review your broker 1099-B and the chart of Known Broker 1099-B Reporting Problems for the specific account.
Importing from a CSV File - Fidelity – TradeLog Software
Fidelity is currently only reporting prices to the second decimal, whereas they previously reported to the 4th decimal. If you have a problem with trade prices/amounts after importing, please check your CSV file. If the price needs to be corrected, you can manually edit it in TradeLog to fix. Please report this issue to your broker.
Adjusting for Stock Splits – TradeLog Software
In order for TradeLog to correctly match your (pre-split) opening transactions to the subsequent closing transactions, the pre-split transactions must be adjusted for number of shares and price. The Stock Split function enables a user to make the necessary adjustments in a few easy steps.
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