|
To import a trade history report from the web browser:
-
Open TradeLog.
-
Create a new data file or open an existing data file that will receive the trades
-
Select the appropriate broker import filter. Click Options, Import Filter and choose your broker from the dropdown menu.
-
The broker import speed button should now display the name of your broker (for example, Ameritrade Imp).
-
Your web browser will automatically run and direct you to the appropriate Broker Import Procedure page on our web site if this feature is enabled. You will need to follow this procedure carefully to find a compatible report and import it into TradeLog.
-
Log on to your online broker's web site and access the appropriate trade history report as shown on the Broker Import Procedure page.
-
Select your report data. Click Edit, Select All or use the keyboard shortcut <Ctrl-A>.
-
Copy the report data to the Windows clipboard. Click Edit, Copy or use the keyboard shortcut <Ctrl-C>.
-
Return to TradeLog.
-
Click the broker import speed button (for example, Ameritrade Imp).
-
Your trades will automatically be imported and matched.
-
Verify the accuracy of your import by launching the Open Positions Window. Click the OPEN toolbar button. Compare the list of open positions in this window with the last trade history report imported. If the positions match, your import was accurate.
Selecting a report table with your mouse
Certain broker web pages will not allow you to select the entire report using the Edit, Select All command. If this is the case with your online broker, you will need to manually select the report table. The easiest way to do this is:
-
Left-click anywhere in the header row of the table, drag your mouse down a few rows and then drag all the way off the table to the right. As soon as you have moved your mouse off the table to the right, you should notice that the entire table has been selected.
___________________
|
|