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TradeLog Blog

Using the Find>Ticker Function


TradeLog contains powerful filters that are often overlooked by software users. Learning to use these filters can be practical and exciting. You can tap into virtually endless possibilities for filtering your trade history data, and then use that filtered data for analysis and reporting. In this series of TradeLog Tips we'll show you how to use the various filters. The first one we will highlight is the Find>Ticker filter function.

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TradeLog Tip: Backup Your Data Files


It is a story our support team hears too often: “my computer crashed and I lost my TradeLog files”. We cringe when we hear this because we know the answer to our next question is often not positive: did you keep a backup of your files?

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TradeLog Tip: Filing Taxes With Popular Tax Software


Many TradeLog users would like to file their taxes with popular programs like TaxACT® or TurboTax®. Of course you likely know that those programs, on their own, often cannot handle Form 8949 reporting for active traders. That is why you use TradeLog! But how do you e-file with TaxACT® or TurboTax® and use your TradeLog generated Form 8949?

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Tags: TradeLog Tips, Trader Taxes

TradeLog Tip: Important Functions for Option Traders


Traders of option contracts sometimes overlook adjustments that need to be made for accurate tax reporting. TradeLog can make these adjustments easier with a few important functions. Here are three tips for option traders:

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Tags: TradeLog Tips, Options

TradeLog Tip: Brokerconnect Importing Problems


Each year during tax time the TradeLog support team sees reports of greater difficulty using brokerconnect for importing trade history from certain brokers. Oftentimes the problems are a result of heavy traffic on the broker’s servers or the size of the data download. Because of these reasons there may not be much that can be done to resolve the problem, other than to try again later. But here is a tip that may help you if you experience brokerconnect difficulty…

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TradeLog Software Support Changes: Questions and Answers


In July we announced changes to our technical support service for TradeLog. Here are some questions and detailed answers regarding these changes that you may be interested in.

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TradeLog Trick: Updating TradeLog


Updating your TradeLog software is very important. Here are some reasons why, as well as tricks for keeping your software up-to-date easily:

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TradeLog Tip: Follow Year End Instructions Carefully


When TradeLog users fail to follow year end instructions carefully, the result is often problems of some sort. From importing the needed data, to reconciling and ending the tax year - doing these steps correctly can make a difference in the accuracy of reports and more! Here are a few tips when it comes to using TradeLog at the end of the year…

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TradeLog Tip: Negative Shares Checklist


If you've ever had a Negative Shares Error occur in your TradeLog file then you've probably wondered what to do. We have a resource in the TradeLog help file to assist in identifying and resolving negative shares quickly: the Negative Shares Error Checklist.

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TradeLog Tip: Be an Educated Trader


Why this tip? Trader tax issues are some of the most complex. In fact, many CPAs will admit they do not fully understand the wash sale rule, trader status, and other nuances. It is important that you understand enough about what is required by the IRS, and how to meet those requirements so that you can file accurate taxes and avoid mistakes that could cost you! Here are some suggestions for staying educated…

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Tags: TradeLog Tips, Trader Taxes