TradeLog automatically defines mutual fund securities based on ticker symbol and classifies the security type/multiplier as MUT-1. TradeLog also allows a user to customize the list of defined mutual fund securities in Global Options. Some tax reporting requires certain types of securities to be reported separately, or in a special manner. See our online Tax Topic: Understanding IRS Form 8949 Categories)
To Define these Settings:
From the User menu, click Trade Type Settings, then select the Mutual Funds tab. A list of currently defined symbols will be listed, TradeLog has over 20,000 common mutual fund symbols loaded by default.
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To add a symbol: enter the ticker symbol in the New Mutual Fund Symbol; click on the Add button to add the new symbol.
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To remove a defined symbol: select the symbol from the list then click on the Remove button.
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To restore the default list of Mutual Funds, click the Restore Defaults button.
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When finished click OK and TradeLog will apply the changes to your current data file.
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