### Comment:
What summary data though? Totals or totals per company?

### REPLY:
You can enter totals based on short term/ long term by brokerage. Where is says stock you use various, for dates purchased you just use 99/99/9999 and you designate short vs. long term. Its super easy 
  
 edit: then you do need to attach the PDF as well as /u/collegefurtrader noted below.

### END.