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Trader Records BundleToolkit + Workbook
Keep clean trade records all year, then check them against your 1099-B at tax time. Two tools, one price.
Overview
During the year, the Trading Journal & Risk Toolkit helps you size each trade, cap your worst day and log every lot with its cost basis. At year end, the Wash-Sale & 1099-B Workbook checks those lots for possible wash sales across all your accounts, IRA included, works out the basis adjustment and lines your records up against your broker's 1099-B. Neither tool picks stocks, sends signals or promises results.
What's inside
- Trading Journal & Risk Toolkit ($29 on its own): position size, daily loss fuse, tax-aware journal, day-trade counter, 30-session scorecard, 7-page guide
- Wash-Sale & 1099-B Workbook ($19 on its own): trade log, wash-sale checker, 1099-B reconcile, summary for your CPA, 5-page guide
- Excel and Google Sheets editions of both, plus Google Sheets copy links
- $48 bought separately; the bundle is $39
Look inside
Screenshots of the actual files. Example data is fictional. Select an image to open it full size.
Who it's not for
Anyone looking for stock picks or signals; crypto, futures, section 1256 contracts or complex options strategies; anyone who wants a replacement for a CPA.
FAQ
Does the launch code work on the bundle?
No. PROCESS25 applies to the Toolkit and the Workbook on their own. The bundle is already $9 off.
Are these the same files as the single products?
Yes, both full products with both editions and guides.
Can I get a refund?
30-day money-back guarantee. If the files don't work for you, email us within 30 days of purchase for a full refund.
Refunds
30-day money-back guarantee. If the files don't work for you, email us within 30 days of purchase for a full refund.