Generic Format - Realized Gain/Loss

If your online broker is not in the list of supported brokers, you can create a spreadsheet file (XLS) using MS Excel or a Comma Delimited text file (CSV) using text editors such as NotePad, WordPad and MS Word. The CSV or XLS file must be in the format shown below.

Symbol,Quantity,Date Acquired,Cost,Date Sold,Proceeds,Gain

The CSV file in NotePad looks like the following.

The XLS file in MS Excel looks like the following. After entering all your gain/loss records, please save it as a Comma Delimited (*.csv) file.