Tips for Multi-Account Data Files

Here are some 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.
When viewing trades in the All Accounts tab, you can right click on a trade and select Go to Account Tab, this will take you to that same trade in the individual Account Tab, you can then make edits to that trade if needed.
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 Trade Analysis.

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