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bulk add baseline transactions after the fact0 votes 0 comments
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duplicate import records detection0 votes 1 comment
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advice for entering long held positions in baseline0 votes 0 comments
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Accumulated Wash Sales on Form 89490 votes 3 comments
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Determine Year End Open Positions via Import of Trades0 votes 4 comments
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Searchable PDF of 89490 votes 0 comments
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Holding Period Report2 votes 0 comments
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Keep Filters from Resetting after Reports0 votes 1 comment
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Reconcilation Column2 votes 1 comment
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Realized P/L Report0 votes 0 comments
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Handling of ESOP trades or adjusting basis based on IRS form 39220 votes 1 comment
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TradeLog Reports0 votes 1 comment
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Tell us what you think of our new Support Center0 votes 1 comment