Mike, I don't think that works perfectly with short options. I imported from TDAmer and all the trades that involved the short sale of a call or put were flagged to be reviewed. The dates were the confusing part. They had the cost basis as zero and the proceeds (or lack there of) correct but the date acquired was the date the trade closed. Right or wrong, I changed the dates. Thanks for the clarifications here. I am now less confused. 🙂
