CUSIP numbers must be changed to the equivalent market ticker symbol in order for TradeLog to properly match trades and calculate wash sales.
TradeLog includes a basic function to attempt to identify the corresponding ticker for CUSIP numbers in your data file. To run this function, go to the Edit menu, select Change CUSIP to Ticker. The software will attempt to look up and change CUSIPS. It will return the result and any CUSIPS that could not be identified.
My posts are just my OPINION(S) and MUSINGS at the time of posting them and are subject to change.
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