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  • bulk add baseline transactions after the fact
    • Charles Hunter
    • March 30, 2021 02:33
    0 votes 0 comments
  • duplicate import records detection
    • Charles Hunter
    • March 19, 2021 15:33
    0 votes 1 comment
  • advice for entering long held positions in baseline
    • Charles Hunter
    • March 17, 2021 22:42
    • Edited
    0 votes 0 comments
  • Accumulated Wash Sales on Form 8949
    • Richard Seapy
    • January 14, 2021 16:15
    • Edited
    0 votes 3 comments
  • Determine Year End Open Positions via Import of Trades
    • Mark Illich
    • June 30, 2020 02:37
    0 votes 4 comments
  • Searchable PDF of 8949
    • Richard Silverman
    • February 24, 2020 22:31
    0 votes 0 comments
  • Holding Period Report
    • Raghu Ram
    • December 25, 2019 17:37
    2 votes 0 comments
  • Keep Filters from Resetting after Reports
    • Richard Silverman
    • March 18, 2019 10:10
    0 votes 1 comment
  • Reconcilation Column
    • Ken Kardell
    • March 15, 2019 22:54
    2 votes 1 comment
  • Realized P/L Report
    • Nancy Ash
    • July 26, 2018 19:13
    0 votes 0 comments
  • Handling of ESOP trades or adjusting basis based on IRS form 3922
    • John Tucker
    • March 20, 2018 01:50
    0 votes 1 comment
  • TradeLog Reports
    • Dave Miller
    • March 12, 2018 01:49
    0 votes 1 comment
  • Tell us what you think of our new Support Center
    • Jason
    • February 19, 2018 19:59
    0 votes 1 comment

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