We just released TradeAccountant Pro (TAPro) version 3.7, with new reconciliation features and new brokerage imports for tax year 2010. We have added many new features and applied enhancements based on comments received from customers.
New for tax year 2010 ...
New! - Symbol correction tools, edit or import
New! - Imports from hundreds of brokerages
New! - "Click and Fix" Reconciliation Alerts
New! - Penny trades (5,000,000 sh @ $0.0001)
New! - Equity Options expiration wizard
New! - Index Options expiration wizard
New! - Exclusive Web Reports Portal
New! - Corporate Actions View
New! - Open Positions View
To download version 3.7 visit:
If your key expired and you need a temporary key, use:
To migrate data from 3.6.01 to 3.7.00, follow these steps:
1. Launch version 3.6.01 and select File/Save As Backup
2. It is also helpful to: select File/Export Symbol Details
3. It is also helpful to: select File/Export Transaction History
4. Download and install 3.7
5. Launch version 3.7 (during the first launch it builds the dB)
6. Select File/Open (Restore Backup)/Replace with TA 3.X
a) If you want to add data to existing data then use File/Open (Restore Backup)/Append From
b) If you want to start with an empty data base use File/New
c) When you launch new then old versions of TA this can result in some confusion because it also references the registry to confirm the current version of the database.
d) If you encounter the message "Can't Initialize Database" then TA has become confused look for a backup copy of data in a folder similar to the following:
C:\Program Files\Sync Essentials\TradeAccountantPRO_3.7.00\ta_data_files
During major changes TA creates a backup copy of data and places it in this folder.