Importing from a TLG File - Interactive Brokers – TradeLog Software

General Procedure:

1. Log in to your Interactive Brokers account using your User Name and Password.

2. Select Performance & Reports, and then Third-Party Reports.

IB third party reports.png

3. Select TradeLog, ->

4. Select the desired Period, Custom Date Range is often best.

Select the desired From and To dates (maximum spread of 365 days).

Click Run.

5. Save the TLG file to your "Documents/tradelog/import" folder.

6. Run TradeLog and select the appropriate account tab in your tax year file.

7. Go to the Account tab at the top and click the from File button.

8. Select the TLG file you just downloaded and click on Open.

9. Your trades will be automatically imported and matched.

Importing from a TLG File - Interactive Brokers