TradeLog Online Video Tutorials
The following tutorial lessons will help you learn to use our TradeLog software. Start with The Basics, then view the Quick Start Guide Overview before you view the detailed Quick Start lessons. Pause and rewind as needed using the controls on the bottom of the window. For best results, practice what you learn in your TradeLog software!
The Basics:
Tutorial Lessons Introduction (3:39 min.)
Overview of Unique TradeLog Software Features (4:18 min.)
Quick Start Guide
Quick Overview (10:24 min.) - PLEASE VIEW THIS LESSON FIRST!
| Step 1: | Create New File/Locate Your File(s) Creating a Data File (1:58 min.) Creating a MTM Data File (3:03 min.) Locating Past Year Data Files (4:03 min.) NEW! |
| Step 2: | Enter Baseline Positions Gathering Baseline Information (12:23 min.) NEW! Manually Entering Trades (7:22 min.) Manually Entering Deferred Wash Sale Losses (2:06 min.) |
| Step 5: | Analyze Your Trade Data Finding Trade Instruments and Specific Securities (3:36 min.) Filtering Grid Data (2:42 min.) Running Reports(6:40 min.) |
| Step 6: | Ending the Tax Year Reconciling Your 1099B (3:12 min.) Combining Accounts (1:58 min.) Ending the Tax Year (1:42 min.) Ending the Tax Year for MTM (1:45 min.) |
| Step 7: | Running the Gains & Losses Report Running the Gains & Losses Tax Report - IRS Schedule D-1 (1:33 min.) Comprehensive Guide to Gains & Losses Reports (9:38 min.) NEW! |
| Step 8: | Filing Your Taxes Filing Your Taxes (4:57 min.) Filing Your Taxes - MTM (2:13 min.) |
