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User Guide

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Index

Keyboard Shortcuts

 
Keyboard Shortcuts Help Users to Quickly Access Tools and Functions:
 
Primary Shortcuts
 
Menu Bar selection on/off
Alt or F10
Navigate in Menu Bar
Arrow Keys
File Menu
Alt + F
Account Menu
Alt + C
Edit Menu
Alt + E
Add Menu
Alt + A
Find Menu
Alt + I
Options Menu
Alt + O
Reports Menu
Alt + R
View Menu
Alt + V
Help Menu
Alt + H
 
    
Undo
Alt + Bksp
Cancel
Esc
 
 
Cut Selected Records
Ctrl + X
Copy Selected Records
Ctrl + C
Paste Records
Ctrl + V
Select All Records
Ctrl + A
Select Single Record/Move One Record at a Time
Up or Down Arrow
Select Multiple Records
Shift + Up or Down
 
 
Delete Selected Records
Del
Delete All Records
Shift + Del
 
 
Edit Single Record (after selecting record)
F2
Navigate Forward in Row (while in Edit mode)
Tab
Navigate Backwards in Row
Shift + Tab
Save Edited Record
2x Enter
Cancel Edit
2x Esc
 
 
Change Ticker
F3
Change Option Ticker
Ctrl + F3
Change Stock Descriptions to Ticker Symbol
Shift + Ctrl + F3
Change Cusip to Ticker
Ctrl + Alt + C
Change Type/Mult
Ctrl + Alt + T
 
 
Adjust for Stock Split
Ctrl + S
Expire Options
Ctrl + Alt + E
Exercise / Assign
Ctrl + E
Assign Strategy
Ctrl + Y
Toggle Short/Long or Long/Short
Ctrl + L
 
 
Match Tax Lots
Ctrl + M
Un-Match Tax Lots
Ctrl + U
 
 
Fix Trades Out of Order
Ctrl + Alt + F
Force Match Trades
Ctrl + H
Renumber Trades
Ctrl + R
 
 
Add Record
F5
Insert Record
F6
Enter Baseline Position
F7
 
 
Find
Ctrl + F
Import
Ctrl + I
 
 
Display Notes
Ctrl + N
Display Time
Ctrl + T
Display Wash Sales
Ctrl + W
Display Broker Account
Ctrl + Alt + A
Display Matched Lots
Ctrl + Alt + M
Display Option Ticker
Ctrl + Alt + O
Display Strategy
Ctrl + Alt + S
Display Quick Start Panel
Ctrl + Q
Display 8949 Code
Ctrl + Alt + 8
Display Wash Sale Holding Date
Ctrl + Alt + H
 
 
User Guide
F1
Close User Guide
Alt + F4
 
 
Open Positions 
Ctrl + O
Close Open Positions Window
Esc
All Positions
2x Esc
 
 
Move One Record at a Time  
Up / Down Arrow
Move One Whole Page at a Time
Page Up / Page Down Keys
Move to the Beginning of File
Ctrl + Home
Move to the End of File
Ctrl + End
Close Program
Alt + F4
 
 
Report View Shortcuts
 
Copy Rows to Clipboard
Ctrl + C
Save as a PDF
Ctrl + S
Print PDF 
Ctrl + P
Go to First Page
Home
Go to Last Page
End
Go to Page #
Ctrl + G
Zoom In
F9
Zoom Out
F10
Fit to Page
Ctrl + F
Restore to 100%
Ctrl + H
Fit to Page Width
Ctrl + W