TradeLog Online Tutorials

The following TradeLog tutorials will walk you through the basics of your TradeLog software. We recommend starting with the introduction and working through the tutorials in order.

Lessons:

Lesson 01: Introduction

Lesson 02: Overview

Lesson 03: Getting Started Quickly

Lesson 04: Creating a New TradeLog data file

Lesson 05: Manually Entering Trades

Lesson 06: Importing from Online Brokers

Lesson 07: Checking / Pricing Open Positions

Lesson 08: Running Reports

Lesson 09: Finding, Filtering, & Sorting trade transactions

Lesson 10: Editing & Adjusting for Stock Splits

Lesson 11: Reconciling to your Brokerage 1099

Lesson 12: Combining Brokerage Accounts

Lesson 13: Ending the Tax Year

Lesson 14: Filing your taxes

Lesson 15: Mark-to-Market accounting (TradeLog MTM only)