A few brokers use cusip numbers when identifying stocks or options, and these must be changed to the underlying stock ticker symbol.
TradeLog has standardized all options trade reporting across all brokerages that we support using what we call the Tradelog long option format.
Example: AAPL 28DEC23 150 CALL - This format identifies this option as an option on AAPL and can easily be matched with any AAPL stock trades as well as any other AAPL options trades for wash sale purposes. It also clearly identifies everything about this option to the user, unlike the cryptic option ticker symbol.
Changing stock descriptions to ticker symbols
From the Adjustments menu, click Cusip to Ticker
A popup box will ask you to confirm that this is what you want to do.
TradeLog will display the cusip number. Enter the appropriate ticker symbol to match.
Click the OK button to process your change and the routine will move to the next option that needs to be changed.
Please remember to click OK when the box pops up asking you to save your changes.
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