Tips for Multi-Account Data Files

Tips for using multi-account data files in TradeLog:

• To view and run reports on all of your trades, click on the All Accounts tab. Always run final tax reporting from the All Accounts tab view.
  
  
  
  
• To import and edit trades you must select the Account Tab for the broker account you want to work in.
  
  
  
  
• Steps 3 - 5 of the Getting Started Guide must be completed for each individual account. When all accounts are finished,  the End Tax Year function will be completed only once. 

• Check out the powerful Trade Analysis reports that can be run on All Accounts or individual accounts. Go to Reports menu and choose from the options under Trading Analysis.