I believe TurboTax gets their data from the broker 1099 which does not always list trades in exact order of execution, does not have your...
All I can say is in many cases the Fidelity reports are way off and you have no way of knowing this for sure because there are no proper...
If you have saved your data file with 1/2 of the year imported and your hard drive crashes, you can simply copy the saved data file to your new...
TradeLog allows you to save a backup copy of your data file any time you like (File, Save As). This backup file can be saved anywhere you like and...
The notes field is plain text and cannot be a link to somewhere on your hard drive. But this is an interesting concept that may deserve some...
condorll, thanks for your positive commment. TradeLog does not have the ability to store charts in the notes field. We have thought about this...
The problem with this approach is that you are relying on Fidelity to accurately calculate your cost basis and wash sales, which has proven over...
If you read anything I wrote it would be clear that the problem is not on our end but is an internet connection problem and we are NOT the only...
So how did you handle wash sales?
This may be nice but it will still do nothing for the wash sale problem. The IRS code is quite clear that all wash sales MUST be reported.
Evidently the matter is not closed as Mr. Cohn continues to bad mouth our company and me personally, and continues to use language that is most...
The problem is that most brokers do not calculate wash sales, nor do they get them right whent they do. In addition TurboTax cannot handle wash...
I can see that this forum is not much for providing useful information to traders, but more for slander and public humiliation. When you are in...
Oh, and I forgot to mention that I refunded your full purchase price even though you are 3 months past the one month perfomance guarantee.
This just keeps getting worse and worse. Since you want this made public, I have no choice to respond in kind so everyone on this site knows what...
Just because software wins a readers choice award does not make it accurate, and we do not advertise in this magazine. TradeLog is downloadable...
We have many thousands of users who have had no problems with our TradeLog software. Please do a search for TradeLog on this web forum to see...
Yes
A stock is not the same as a mutual fund and it does not matter if the fund includes the stock. If you trade the same mutual fund then you may...
The IRS uses the term "substantially identical" securities so APPL is not the same as DELL. But this can apply to stocks and options on the...
Separate names with a comma.