VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
TradeLog Review, Pricing, and Features
TradeLog
TradeLog is Windows trade-accounting software for U.S. active traders who need wash-sale handling, proceeds reconciliation, Form 8949, Sections 1256 and 475 reports, and tax-lot adjustments. It does not file a return, give tax advice, execute trades, or cover every digital-asset case.
Best for
- U.S. active traders needing taxpayer-level wash-sale accounting across multiple taxable and IRA brokerage accounts.
- Traders preparing Form 8949 details or supported Sections 1256 and 475 reports from complete transaction history for review by a tax professional.
- Windows users who prefer locally stored tax-year files and can maintain broker imports, verify holdings, and reconcile proceeds themselves.
Watch out
- TradeLog supports Windows. Mac users need Windows virtualization such as Parallels, and official support for Mac installation is limited.
- Users must import complete actual trade history and then use Form 1099-B gross proceeds for reconciliation. A 1099-B alone is not an import source.
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Pricing
From $219/yr · 30-day trial · 5 plans
30-Day Free Trial
Trial access with unlimited record imports and report previews, but no report finalization, export, save, print, data copy, or End Tax Year.
Investor
Annual subscription for up to 1,500 trade records with unlimited broker accounts and one File Key.
Trader
Annual subscription for up to 5,000 trade records, one File Key, and Section 475 mark-to-market features.
Elite
Annual subscription for more than 5,000 trade records, one File Key, and Section 475 mark-to-market features.
Additional File Key
Optional key for another taxpayer or tax-year file while an annual subscription remains active.
Deals
Key features
- Maintain one local TradeLog data file per taxpayer and tax year with trade history from multiple brokerage accounts, including IRAs.
- Import actual trade history through supported broker files, selected BrokerConnect connections, Excel-compatible files, or manual entry when the necessary transaction fields are available.
- Identify and adjust wash sales for stocks, options, and short sales across accounts, including IRA wash sales and deferrals carried into the next tax year.
- Generate Form 8949 details for Schedule D after required year-end holdings verification and gross-proceeds reconciliation against broker Forms 1099-B.
- Prepare Form 6781 details for supported Section 1256 contracts and, on Trader or Elite, Form 4797 and Section 481 details for eligible Section 475 mark-to-market traders.
- Review potential wash sales during the year and inspect positions carrying deferred losses before completing the tax year.
- Make supported adjustments for options exercises, assignments and expirations, stock splits, ticker changes, cost basis, and specific-lot matching.
- Analyze trade performance with notes, strategy labels, filters, charts, and reports alongside the tax-accounting workflow.
- Store TradeLog data files locally on a user-selected Windows storage location; files may be password-protected, and users remain responsible for securing and backing them up.
- Use the 30-day trial to import unlimited records and preview reports, but not to copy data, export, save or print reports, or run End Tax Year.
- Choose annual Investor, Trader, or Elite access based on trade-record volume and Section 475 needs; each subscription includes one File Key for finalized reporting.
- TradeLog is tax-support software, not a broker, return-filing service, or provider of investment, tax, or legal advice.
FAQ
Is TradeLog free?
No. TradeLog does not offer a free plan. Expect subscription pricing when you onboard. Check the vendor site for the most recent offers. A 30-day free trial is available on select plans.
Who is TradeLog best for?
TradeLog is built for Retail Traders, Pro Retail, Day Traders, and Swing Traders. It suits intermediate and advanced users.
What platforms and connections does TradeLog support?
You can use TradeLog on Desktop. Integrations include Supported broker file imports, BrokerConnect for selected brokers, TurboTax, TaxAct, and Other tax software through exported reports.
Which markets does TradeLog cover?
TradeLog covers North America. Examples include US. It tracks Stocks, ETFs, Mutual Funds, Bonds, Options, Futures + 2 more. Identifiers include Ticker.
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I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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