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Features (Data Sheet):
TradeAccountant Pro (TAPro) has
over 50 different features, tools and utilities that are useful for
managing trade history or improving trading performance. For
more details -
Click Here.
Benefit:
Empower your customers with a
"One-Click" transaction history download solution. Enable them to aggregate trade data in
one place to monitor, maximize and report for tax filing.
Basic Alternatives:
If you have an OFX server then
TradeAccountant can download from it using our Sync technology.
If you offer a .QFX, .OFX, .CSV or other file format then we can
download and import the file.
To Get Started:
Send email
to
support@tradeaccountant.com
We will work with your team to test the file import and fine tune
the service.
Diagram:
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