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I think the new statement is oriented to dealing with the dreaded "Schedule D" in the American tax system. The Schedule D sums all the trades as I recall (as you described), so that figure could be used as a verification.

Thanks for such a detailed post. I'll have to study that but it sounds like it's on the right track. Thanks!

Perhaps I should explain more. I need more data channels on IB to try out a strategy that requires monitoring about 2000 prices at a time, but it's a chicken and the egg thing. My current end-of-day system does not produce enough trades to increase my data channels allotment and I'm not going...

There are advantages to making trades just to run up to total number of trades (lower commissions with some brokers, more data channels on IB, etc). So I'm thinking that my automated system can use excess cash when things are slow to make ultra-conservative trades that just make commissions...