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IB offers Transfer on Death (TOD) which I believe to be the same as POD but some states do not allow it. I do not recall seeing the item last fall so I'd say less than six months. Jack

Bob: Try here for TaxCut: http://www.hrblock.com/taxes/products/38.html I've also sent you a PM. Jack

ExRem is used like a toggle\latch. AmiBroker uses arrays extensively. So for EXRem(Buy, Sell) the first instance of "Buy" in the array would return a "1", all following "Buys" would return a "0" until a "Sell" was encountered. The "Sell" resets the output so that the next "Buy" would output a...

Bob: Just downloaded and tried mine. Excel 2003. Worked fine. Since I mainly do futures the Excel is just about 100 rows of options and exercises. If I remember correctly Excel 2003 can handle about 64,000 to 65,000 rows and then tells you it has a problem loading. You might also try...

Tubbs: I'm not absolutely certain but I believe you must be approved for Futures trading to get the GLOBEX feed. That's where ES and NQ trade and they are part of the "free" bundle. Jack

I agree it should not be there but ... It is not your on-line log-in account number, it's your actual account number. Between registered IP addresses and the security tokens I think it's pretty useless to a hacker or other thief going through your trash. But IB should get rid of it. In...

Futures are 60/40. Options are not and depend on holding period so probably short-term. So once you've gotten the short-term and long-term profit/loss broken down you apply any short-term loss to short-term gains. If you still have a short-term loss you apply it to net long term gains...

That was the timeframe and it was a result of Lehman's bankruptcy and the money market fund holding a lot of Lehman short-term paper. However, as I understand what my friend said, the ability of a bank to not pay a true check (as opposed to a sort-of-check drawn on an interest paying...

A friend of mine associated with the bank and credit union industry said that when that money market fund, the name of which I cannot recall, "broke the buck", back during the semi-meltdown, people got concerned over the potential damage. He believes that he saw a change in the law a while back...

MTM is no good. He'd have had to apply last year.

Try it this way: Opening Balance at start of month: (50.72) Accrued Interest during month: (105.17) Total Debits for month: (50.72 + 105.17) = (155.89) Credit for month(reversal): 65.59 End of month balance: (-155.89 +65.59) = (90.30)...

Can't you filter on the WS in the Code column? Jack

FutureMann: As to charting that works with IB. Try QuoteTracker. You can try a free version (with advertisements) that is almost the same as the $120/year ad-free version. There are many others but QT is well integrated with IB's TWS and is fairly well supported even though it is now...

Bob: Looks like three $10 fees: 1) ARCA Book 2) Data Feed fee when commissions <$30 3) Monthly Minimum Fee. Charged if account activity is <$30 commissions. The monthly minimum description (Activity Fee) is poorly written but I think it works such that once you hit $10 in...

BayStreet: I'd suggest a search here on ET (look in the upper right corner of your screen) using "trading and language and software" as the search string. Your question is rather broad as a lot depends on whether you plan to do back-testing, use your brokers API and roll your own system, use...

Use this link - http://www.elitetrader.com/vb/showthread.php?s=&threadid=187268 And remember to subscribe Jack

2010 Thread with 2009 Results http://www.elitetrader.com/vb/showthread.php?s=&threadid=187205&highlight=Odds+Czar Be sure to read Art's 2nd post in his new thread (link above). He got timed out writing the first post and it is incomplete. Jack

You seem to be playing with the Demo system. IB does not do a super job with all the features in the Demo. Try your Simulated (Paper Trading) account for much better handling of margin testing and other features. Jack

Maryp: Boxes 8,9, 10, and 11 are just for for Futures. My blocks 8 and 11 were filled out. Blocks 9 and 10 show open contracts held at year end. I had none so the boxes were blank. What was missing on your 1099-B? Jack

You can borrow against your account even if you have a debit. See: http://ibkb.interactivebrokers.com/node/971 IB can be quite conservative in establishing/changing its maintenance margin requirements. They have be known to do so with virtually no notice in times of market stress. So If...