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Knowledgebase : 07 Groups – Open Positions, FIFO, Manual and Tax Lots
     
Regarding: Why are the Group Details total and Groups total different? Question: ================================================================ In the groups tab manual groups view, when I select a particular automatic group in the Groups secti...
Manual Groups Bug (December 31,2010): There is an open bug report for the manual groups feature. In the Groups Screen, Display View: Change Groups - Manual Groups there is a bug in the way we are managing the opening trade Quantity and Amount. Here...
Regarding: Unmatched Sales & Ignore Sometimes brokers report short sales as sales and may exclude the correct time. This means TA does not have the guidance requires to match the trades in the order originally executed. There are tools provided as ...
Regarding: Wash Sales Calculation 30 Day Window This is a religious question and one where we choose not to throw any stones at how another product calculates wash sales. In this case we disagree however. Here is why... In your example, on 01/...
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