- Exempt Trade from Triggering a Wash Sale (Adjustment Code X)
- Fix Trades Out of Order
- Force Match Trades
- Match Tax Lots
- Using a Matching Method Other Than FIFO
- Holding Long-Term Open Positions
- Matching Imported Closing Trade to Holding
- Matching Manually Entered Closing Trade to Holding
- Rematch Trades
- Toggle Long/Short
- Option Exercise / Assign
- Expire Options
- Assigning Strategies
- Assigning Notes
- Adjusting for Stock Splits
- Example of Stock Split Adjustment
- Splitting Option Trades
- Manually Editing Fractional Shares
- Adjusting Cost Basis Amount
- Adjusting for Spin-offs
- Adjusting for Mergers
- Adjusting for All-Cash Mergers
- Adjusting DRIPs
- Adjusting Form 8949 Code
