Hello Dave, Actually nowdays record keeping is very easy with all computerized data where you can sort by using key words, like option list, cash transaction,stock short term ,stock long, etc... my Harrisdirect programs history data really makes whole thing very simple doing tax time by directly linking into Turbo Tax program.. Life is made very simple when you learn to use them. Last year I had hundreds of transactions in both common shares and option, I had to learn there available programs. Next year, I need to learn all over with e-Trade buyout of Harrisdirect. Another new programs. Good luck with COH shares... I am still holding my shares,,decided to hold till little more run up.toward year end.