TradeLog Online Tutorials
The following TradeLog tutorials will help you learn to use TradeLog software. Start with The Basics, then go on to more detailed functions as you become familiar with TradeLog. Pause and rewind as needed using the controls on the bottom of the window. For best results, practice what you learn in your TradeLog software!
The Basics:
Lesson A-1: Introduction
Lesson A-2: Overview
Lesson A-3: Quick Start Guide
Lesson A-4: Creating a Data File
Entering and Editing Trades:
Lesson B-1: Manually Entering Trades
Lesson B-2: Manually Entering Wash Sales
Lesson B-3: Changing Option Tickers and Stock Descriptions
Lesson B-4: Editing a Trade
Lesson B-5: Editing for Stock Splits
Lesson B-6: Finding Trade Instruments and Specific Securities
Lesson B-7: Filtering Grid Data
Lesson B-8: How to Properly Exercise Options
Importing:
Lesson C-1: Importing with brokerConnect
Lesson C-2: Importing with Web Import
Lesson C-3: Importing with a Downloaded File
Reporting and Tax Year Functions:
Lesson D-1: Verifying and Pricing Open Positions
Lesson D-2: Reconciling Your 1099b
Lesson D-3: Running Reports
Lesson D-4: Combining Accounts
Lesson D-5: Ending the Tax Year
Lesson D-6: Filing Your Taxes
Common Problems:
Lesson E-1: How to Fix Negative Share Errors
Mark-To-Market Accounting:
Lesson M-1: Creating a Data File for MTM
Lesson M-2: Ending the Tax Year for MTM
Lesson M-3: Filing Your Taxes for MTM
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