Hi
Does any one have any tips or 'best practices' for keeping on top of your investing performance (and making things easier at tax time)?
In particular, keeping Average Cost Bases up to date (automatically) using software that will accept a data import from Interactive Brokers? It would be great if there was something like GainsKeeper for Canada that took into account Canada's wash rule...
Yes, Excel is an option but with the data already available from IB it seems redundant to manually enter data again.
Thanks in advance for the help -- I am so glad a forum like this exists in Canada now!
trader9
Does any one have any tips or 'best practices' for keeping on top of your investing performance (and making things easier at tax time)?
In particular, keeping Average Cost Bases up to date (automatically) using software that will accept a data import from Interactive Brokers? It would be great if there was something like GainsKeeper for Canada that took into account Canada's wash rule...
Yes, Excel is an option but with the data already available from IB it seems redundant to manually enter data again.
Thanks in advance for the help -- I am so glad a forum like this exists in Canada now!
trader9