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Transactions Matched Transactions Help
The automatic matching of related buy and sell transactions enables the actual realized profit for each individual sale to be known, even though you trade the same symbol multiple times or in various lot sizes. The criteria for matching is symbol, activity, dates, and basis method.
List of Transactions for this Match Group
Portfolio / Account Description Match
DateTypeActivityQuantityPriceCostsIncomeTotal Margin %Initial Stop PriceTarget Price
Basis Method [?]

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