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Tips for Multi-Account Data Files

 
Here are some tips for using multi-account data files in TradeLog:
 
  • To view and run reports on all of your trades, click on the All Accounts tab. Always run final tax reporting from the All Accounts tab view.
 
 
  • When viewing trades in the All Accounts tab, you can right click on a trade and select Go to Account Tab, this will take you to that same trade in the individual Account Tab, you can then make edits to that trade if needed.
 
 
  • To import and edit trades you must select the Account Tab for the broker account you want to work in.
 
 
 
  • Check out the powerful Trade Analysis reports that can be run on All Accounts or individual accounts. Go to Reports menu and choose from the options under Trade Analysis.