If you would like to skip this step for now and finish filing your taxes, please click here to move onto step 6.
Please see Lesson D-3: Running Reportsin our Online Tutorial for a video discussion of how to use this function in TradeLog.
TradeLog software provides a variety of reports that can be run in order to analyze your trading activity over the past tax year.
You can see the profit and loss for any specific trade by double-clicking on any cell in that record. (See: Profit and Loss)
Run a Wash Sale Detail report to see any wash sales that are being deferred to the next year. (See: Wash Sale Detail Report)
Run the Gains & Loss report to see wash sale adjustments made through out the year, your actual Gain and Loss, wash sales deferrals, and taxable Gain and Loss. A specific date range can be selected to analyze your data throughout the year. (See: Gains & Losses Report)
Use various charts and graphs to analyze your trading performance or equity curve. (See: Chart Reports)
Please see Running Reports in the Comprehensive User Guide for more details.