Home
>
Stocks & Mutual Fund
>
Online Broker Trade History Not Doing the Job

Online Broker Trade History Not Doing the Job

Let me start by saying that...

Most online brokers do not make it easy for their clients!

There are absolutely no standards for trade history reporting from one broker to the next. This presents a real challenge for any trader who wants to analyze his or her trade history.

How does one get their trades into some sort of trade analysis software or spreadsheet? How can this be done for several different brokers?

What do they provide?

Some brokers provide simple trade history reports while others provide very complex statements or reports which have so much HTML formatting that it makes it virtually impossible for any one to copy and paste the information into a personal spreadsheet! Few provide a comma or tab delimited text file or Excel file download, and even these differ greatly in column formatting.

A few brokers have interfaces to personal finance software programs such as Quicken or MS Money. But these programs were never designed to handle the volumes of trades made by the active trader, and most have serious limitations when it comes to properly matching these to IRS requirements.

Active traders need to analyze their profits and losses. Trades must be imported and matched. This needs to do be done simply and regularly if they are to ever get a handle on their trading gains and losses.

This may be the most overlooked problem facing active traders today.

David Eich, Author
TradeLog? trade accounting and tax software
http://www.armencomp.com/tradelog

top rated cleaning service Northbrook ...

In The News:

NewTree Social founder Maddy O'Connor built a community events app to help people discover local gatherings, wellness events and run clubs nearby.

DoppelCart's 119,000 fake shopping domains steal credit card details at checkout, mimicking over 44,000 real brands with convincing cloned sites.

Hurricane charity scams use data brokers and people search sites to target victims before storms even hit, exploiting personal information..

The Fox News AI Newsletter covers the latest artificial intelligence technology advancements, including the challenges and opportunities AI presents now and for the future.

Autonomous race cars hit Laguna Seca and Imola Circuit at speeds topping 157 mph, but the Abu Dhabi Autonomous Racing League faces a fan problem.

A LinkedIn romance scam cost Gaby close to $1 million after a scammer returned her first payment to build trust, then escalated requests over two years.

Safari's Notify Me can monitor websites for price changes and restocks, while new AI photo tools let you reframe and extend shots in iOS 27.

FLHSMV traced the Florida DMV breach to credentials from a Plant City Police Department user, but ShinyHunters claims over 200,000 driver records.

Tesla's Cybercab launched in Austin with no steering wheel or pedals, but hidden details about age limits and missing safety features may shock riders.

Moderna and Merck's Phase 3 melanoma vaccine trial showed positive results, but full data and FDA approval are still pending for the mRNA therapy.

Malwarebytes data reveals scam texts peak around noon ET with 874% higher volume than overnight, and Fridays bring roughly 50% more messages.

Over 5,400 legitimate websites now serve fake CAPTCHA scams that trick users into pasting malware commands into Windows Run via ClickFix attacks.

Tuya Smart's Doova AI home robot rolls to seniors who call for help and connects family via live video, but key privacy questions remain unanswered.

Jevon Martinez livestreamed himself removing 10 Flock Safety cameras in Bernalillo County, but authorities say eight belonged to neighborhood associations.

A dark web service called Nexus claimed to hold over 153 million driver's license records, and the FBI confirms it is now looking into the incident.

Asking Siri to call American Express connected an 82-year-old woman to a bogus number that nearly drained $100,000 from her Bank of America account.

The Fox News AI Newsletter covers the latest artificial intelligence technology advancements, including the challenges and opportunities AI presents now and for the future.

iPhone Duo opens to a 7.6-inch foldable display starting at $1,999, but Siri Recap's ambient listening on Apple Watch may spark privacy concerns.

Homeowners' association meeting minutes and membership lists can expose names, addresses and emails that scammers use to craft convincing phishing scams.

Lima, Ohio, has installed 3,120 floating solar panels on its Twin Lakes Reservoir, projecting nearly $10 million in electricity cost savings.

Amazon's Alexa for Shopping now lets customers verify suspicious emails, texts and phone calls against the company's own communication records.

Lindsey Brooke Isaacs spent 13 days in jail after a Flock camera flagged her Dodge Durango near a fatal Florida crash that killed three people.

AI-powered smart grocery carts are linked to 32% higher spending, according to new research, as Instacart Caper Carts expand across U.S. stores.

A VPN encrypts your connection on hotel, airport and café Wi-Fi abroad, but streaming catalogs and live sports access still depend on provider rules.

Gmail's Verified Sender Program launches September 8, 2026, giving U.S. political committees a more reliable path to your personal email inbox.

Online Broker Trade History Not Doing the Job

Stocks & Mutual Fund