Need help on verifying broker trade log

Discussion in 'Taxes and Accounting' started by heavenskrow, Aug 19, 2015.

  1. I'm having a little trouble calculating my short position profits and was wondering if someone can verify if it is correct. The main problem is I didn't sell it evenly but in 1/3rd.

    The trade log is short 150@235.29, short 100@233.18
    I cover 100@230.77, 50@228.7199, 100@ 231.2092

    According to my math, I should have been up about $1000? But profits show as only up about ~$400 for the day.
     
  2. aqtrader

    aqtrader

    your math is absolutely correct. your profit before considering other things is 150 * 235.29 + 100 * 233.18 - (100 * 230.77 + 50 * 228.7199 + 100 * 231.2092) = 977.585. However, if there was a dividend payout in the period you hold your short, you paid that amount of dividend to longs. That was a surprise to me when it happened once to me. But you can consider that as your investment cost when you file you tax return.
     
  3. Thank you for verifying the calcuation.
    I was only short overnight and the ETF was XBI.
    I also took a ~$40 loss on IBB for the day. Is the broker screwing me out of my money or am I just missing something??
     
  4. aqtrader

    aqtrader

    recent XBI dividend payout was around 0.5 per share. that amount did not explain. call your broker. if there is a special payout that sometimes ETF do like SMH made a special payout of $8 per share some year ago, that may explain to you, otherwise it is strange.
     
  5. Who's your broker?
     
  6. aqtrader

    aqtrader

    From his posted jpg screenshot, you see it is trademonster.com
     
  7. oh thanks. I didn't notice.
     
  8. Optionshouse/Trademonster and Interactive Brokers
    Probably gonna switch more $ over to IB now after this issue. They still havent replied back on e-mail since that issue.
     
    Back To The Futures likes this.
  9. Interactive Brokers is better in this aspect I find despite their crappy platform.