Wash Sales Between "Substantially Identical" Securities

by David N. Eich - February 12, 2008

If you trade options, or stocks and options, on the same underlying stock or security and incur losses, you may have a wash sale problem.


Selling Puts Creates a Potential Tax Prep Nightmare

by David N. Eich - October 12, 2007

We will concentrate our discussion on the potential tax preparation nightmares that this particular strategy sometimes creates for those who use it.


New TradeLog™ Exercise/Assign and Grid Filter functions

by David N. Eich - September 8, 2007

Two major new functions were incorporated into our TradeLog™ software: An Exercise/Assign function which greatly simplifies the accounting procedures required when exercising options and assigning stock trades, and a new complex grid filter dialog which simplifies finding specific types of trade records.