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    IB Improvements (Part 2)

    Reply to agent99: I am trying to fill in between the lines on your post about the phone number given to you to call the Swiss IB Office to correct IB's accounting problem or errors in your account information. Was the phone number given to you a toll free number or was IB telling you we have...
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    IB improvements

    TRADER 01 : When shorting stocks on IB it is as simple as transmitting a short order. If it is available for loan, the order is entered. If it is not available, the order is rejected. Use an order price away from the market if you only want to know if the stock is shortable. Catoosa
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    IB: What charting software to use?

    I use RealTick 3 spread out over 6 monitors. It is $250 per month. I would not want to trade without it. I use IB to place orders;However, if the RealTick feed is down, I stop trading. Catoosa
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    IB, Quicken, Downloading Transactions

    I use Captools Global Investor software to download my IB execution file for each trading day. I have to edit the IB file to use the proper transaction codes for buys (BUY), sells (SLL), sell short (SLS), and buy to cover short sells (BYC). I use WordPad to edit/replace the IB transaction codes...
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    IB Tax Lot Accounting

    I use Captools which has worked great with IB execution files. Captools software lets the user design a template to download from IB or other brokers. The templates can be designed to work with about any download file format. I got 20% off the cost of Captools for being a member of "American...
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    IB: Trade record-keeping software.

    Captools "Individual Investor" can be purchased for $200 if you are a member of "American Association of Individual Investors". I upgraded my "Individual Investor" to "Global Investor" so I could print out one schedhle "D" report that includes all transactions from all of my brokerage accounts...
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    IB: Trade record-keeping software.

    I use "Captools Global Investor" (captools.com) which handles about any type transactions in all major currencies. I import the IB Execution files into Captools. Captools combines the Tax Lots from all of my brokerage accounts and prints out my IRS schedule "D". The software cost me $400 and has...
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