User Guide


Changing Type/Mult

Note: This function is primarily designed for adjusting DRIPs. Be aware that adjusting other trade types may have serious repercussions on your tax reporting if not accurate with IRS requirements.
To change Type/Mult:
  • Select the trade records that need to be edited (See Selecting Multiple Trades for more instructions.)
  • Click Edit, Change Type/Mult or the keyboard shortcut <Ctrl+Alt+T>.
  • The Change Type/Mult popup window will appear.
  • Choose the Type from the dropdown box.
  • Click OK. TradeLog will adjust the Type/Mult column for the selected trades and prompt to save records.

    Use the Find, Ticker command to isolate specific securities for quick adjustment to multiple trades.