1.800.372.60781.800.372.6078
Menu

User Guide

×
Menu
Index

Running Reports

 
TradeLog offers many versatile reporting options. Users can quickly run required IRS forms for itemizing Capital Gains and Losses. Trade execuation can be analyzed with Trade Detail, Summary, Performance, and Chart reports; users can also analyze whether short or long trading is most profitable, identify certain investments that consistently generate losses, and see what effect wash sales could have on their bottom line for the tax year.
 
 
 
Any data displayed in the grid prior to running a report will be contained in the report.  See Customizing Reports.