Is there a web demo for the TradeAccountant Product?
Yes. The demo and videos are on the Support page, however, they are of an older version of TradeAccountant. Some of the new features in the current version are not presented in the demo. We recommend downloading the latest version from the web site and using it in trial mode to learn about the features. For Online Screen Views – Click Here back to top What is Baseline Data? A new account starts with no trade history. When you first start using a tax lot accounting solution like TAPro, it is necessary to establish a starting point for trade data. We refer to this as a baseline. Keep in mind this is necessary for any similar solution. After your first import TAPro will look for the first Buy or Short Sale and match the Buy with the first Sale or the Short Sale with the first Buy to Cover. Ungrouped Sales indicate that trades are missing. Sales always have opening trades (Buys) and Buys to Cover always have opening trades (Short Sales). The basic idea is to import all of your trades for t
