TradeLog Software

The easy way for active traders to report gains and losses.

The problem

Active traders can find themselves with a major headache at tax time, as they are required to report each individual stock sale with a calculation of gain or loss. Typically, many of those sales are governed by the wash sale rule, which disallows some or all of the loss and requires an adjustment in the tax basis of other shares that have been purchased. With dozens of trades this is a tedious chore; with hundreds it is a major project, and with thousands it is virtually impossible.

The solution

TradeLog software automates the entire process, making it easy for active traders to produce accurate income tax reports.

If you trade at one of the 35+ brokers that are supported, TradeLog will download your trading history, eliminating the need to enter data.
Once it has the data, TradeLog performs all the operations necessary to match sales with purchases and calculate gains and losses. Use automatic matching in accordance with the IRS "first in, first out" rule, or override that rule for situations where you used specific identification.
TradeLog identifies wash sales and automatically makes the complicated adjustments required by the wash sale rule.
Short sales? Stock options? No problem, TradeLog handles these and more.
TradeLog gives you the output you need: a printed report you can attach to Schedule D, a PDF file you can email to your accountant, or a data file that can be imported into an Excel spreadsheet or other software.

You don't have to be a "trader" (as defined in the tax law) to use TradeLog. Anyone making more than a handful of purchases and sales per year will love the way this software automates the process of preparing Schedule D.

Added value

TradeLog does more than handle your taxes. It's a powerful tool that can make your trading easier and more profitable, giving you easy access to a wealth of information about your trading history and current positions.

A version for every trader

TradeLog comes in different versions to handle different levels of trading volume. There's even a version designed for traders who elect mark-to-market accounting.

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