User Guide


Realized P&L

The Realized P&L report is not for tax filing. This report shows profits and losses based on actual trade history - not accounting for IRS wash sale rules, or other tax reporting rules such as short sale date reporting. By default, the Realized P&L report will display all trades in the selected account tab for the date range selected.
As with all TradeLog reports, the Realized P&L report can be modified by filtering the data in the Grid prior to running the report. (For example, if you use the Find, Ticker command to isolate trades for one particular ticker, the Realized P&L report will display only that ticker.)