Knowledgebase
Sync Settings, Multiple Years of Data
Posted by Henry Gage on 03 December 2009 01:15 AM
Regarding: Sync Settings
Keywords: Prior year, Not Grouped, Tax Report

When syncing data it is good to sync more than the tax year of interest. By including prior years then TA can find the original opening trades if they were not part of the year in focus.

Please note that TA will show a tax report for the trades that closed during the tax year in focus. It will look at prior dates and years to fine opening trades to automatically match with the closed trades. If it can't find such trades then the closing trades remain "Not Grouped" awaiting addition of the missing opening trades (by sync or manual addition).

You can add years of data to the same account and TA will report only what closed for the tax year of interest.
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