Missing "Issuer" in Add Entry section. Also "Symbol". These both could auto populate if you link yahoo finance into this. Then the spider in point 4 could auto populate too.
Source should be drop down list, see attachment.
Unit Type - should be a drop down list. Common Shares, Preferred Shares, Warrants, Options
Certificate # - this should be an optional item and not required.
Delayed Quote is going to be a spider for bringing information automatically.
I/O not I O.
Missing Adjusted Cost Base.
Holding % should auto populate based off I/O and number of units purchased. Also this needs have the ability to be 4 decimal places.
No Gain Loss column.
Net Proceeds should not be required field. Only upon sale, self populate. Date sold is required option is net proceeds is populated. Also, let's change Net Proceeds to Gross Proceeds and add one column before it, "Amount Sold" and another column beside it, "Sold ($/Unit)" which populates automatically from the gross proceeds and amount sold...