Holding Term:

Medium Term

Specify the "months" and "years" for medium term capital gains. Shares held longer than this amount of time, and not longer than the long term time, will be categorized as medium term. Shares held for a shorter, or equal, period of time will generate short term capital gains. To not use the medium term category, specify this time period to be greater than or equal to the long term period.

Long Term

Specify the "months" and "years" for long term capital gains. Shares held longer than this amount of time will be categorized as long term. Shares held for a shorter, or equal, period of time will generate either short or medium term capital gains.

Order All Like Term Gains

Together When this option is selected all the short term gains will be listed first, followed by all the medium term gains, and then all the long term gains. With this option off, short, medium, and long term gains from the same sell transaction are kept together.

Exclude Investments:

Exclude Cash Type Investments

Any investments of type “cash” will not be included in any capital gain report when this option is turned on. See Investment Properties - General Dialog.

Exclude Default Cash Account

An investment specified as a default cash account will not be included in any capital gain report when this option is turned on. See Portfolio Properties Dialog.

Exclude Tax Free Investments

Any investments with the "tax free" property" will not be included in any capital gain report when this option is turned on.  See Investment Properties - Other Dialog.

Wash Sales:

Use Wash Sale Rules

Turns on/off the application of wash sale rules. When wash sale rules are in effect capital gain reports will display wash sale adjustments. This option is only available in the Professional/Advisor versions.