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Create a Buy/Sell Analysis to generate trades for printing and for a Trade Export.

Select the cost basis, LIFO, FIFO, HICOST, LOWCOST to be used for trades.

Enter the starting portfolio (Move From Portfolio), no Initial Portfolio if starting with cash only, and the modified portfolio (Move To Portfolio) @ Buy/Sell Analysis to generate both a Buy/Sell/Hold Report and Trade Exports.

The entire process takes seconds to perform.

Select custodian @ System.

@ Trade Detail, the proposed Buys/Sells are scheduled.

Trade shares or trade dollars my be excluded for transactions deemed to be too small.

The user may modify any individual trade (delete, change number of shares) before clicking the Export button to send the trades to the selected custodian for execution.

@ Trade Transactions/ Import, the executed trades may be imported to update portfolio positions and investment costs.

Trade costs may be updated automatically to portfolios included in the trade by using the Trade Transactions Window.