The main screen opens by default to ALL accounts. We look at each section below:
(Click to Zoom)
ACCOUNT:
Active accounts will be listed here, if you have a long list of accounts and you want to only see the active ones, disable individually in the
+Account window.
ACTION BUTTONS:
- +Trade: Opens a window to manually add trades. You must be in an account before this button activates, See 007: Manually Adding Trades for more details.
- +ACCOUNT: Add or Edit an account. See +Account Window for more details. This button is always active
- TAX: This button activates when you're in an account. It will calculate estimated QUARTERLY Capital Gains
GEAR:
This is a multi-use menu button. Currently it defaults to license activation. See
License Activation for more details.
ACCOUNT TOTALS:
Overall account information for the selected account.
TRADE TOTALS:
This area shows the total number of trades you've completed (Closed), the current active (Open) trades, and Yearly Run Total.
TRADE & STOCK TAB:
The 'Trades' tab is selected by default. The 'Stock' tab allows you find/validate a companies symbol and see the latest information. It will also save the ticker in the database for quick retrieval.
Related Articles
001: Where to download Stocklog+
Always download files from https://www.xenminds.com to make sure you're receiving the most up-to-date version. Once you're on the download page, choose any location to download the application. All versions are the same, the difference in file size ...
002: Creating Stocklog+ Shortcut
Stocklog+ allows you to move your folder anywhere you wish: local drive, network share, synchronized folder, USB Key, etc. With this flexibility, you need to create a shortcut to where ever you have decided the stocklog folder is to reside. In this ...
007: Manually Adding Trades
Stocklog+ by default looks at most items as your broker does: Dates are always YYYY-MM-DD format. Stocklog+ dates of 1111-11-11 are place holders; once changed to a valid date, can not be returned to 1111-11-11 Each buy or sell is considered a unique ...
005: License Activation
You must be connected to the Internet to activate a license. Click on the multi-menu button to open the license activation window. You will always be able to immediately determine if your license is valid by viewing the window. If the Activate and ...
003: Getting Started
You will want to collect or obtain the following: BROKER ACCOUNT NUMBER: Login to your brokerage account and copy your account number exactly as it's shown. You will need the account number to match-up with your trades contained in the CSV history ...