Trade Max provides you with powerful functions to filter your trade by adding different views. You just need to right-click on a specific item in the Account List and select the Add View function in the context menu.
You also can add a preset view under a Specifc Financial Year. The Specific Financial Year contains the whole trade data and the baseline positions of the specific tax year and the trades executed in January of the following tax year.
If you want to view the special data under a Specific Financial Year (e.g FY2008 under Interactive Brokers Jones) , you can add a preset view under sSspecific Financial Year. The following will tell you how it works.
Here is the content of each view:
|Stock||Contains all Stock transactions|
|Option||Contains all Option. transactions|
|Future||Contains all Future transactions|
|Currency||Contains all Currency transactions|
|Stock Option and SSF||Contains all Stock Option and SSF transactions|
|Baseline||Contains the baseline positions of the current tax year|
|Finance Data||Contains the cash flow data, for example, cash dividends.|
|Trade Data||Contains all the trade data for the schedule D purpose|
|My holdings||Contains the holding position of specific date|
Now the Function Custom View has been designed to give users additional control over the display of trade data on the grid, Besides this, With it you can
The following will demonstrate how this function works.
|Enter the Name of the trade view ( e.g ABC )|
2. Account Field
|Used the Arrow to select specific accounts.
The Selected account(s) list the accounts selected.
|3. Condition List||Use to customize the condition which allows TradeMax to filter the Trade data with more flexibility.|
|Click Button to get the pop up Expression Dilalog Box below|
|5. Button||Click Button to delete the selected Expression data.|
|Notes for the trade view|
|The security name|
|The strike price of the underlying stock in the option or future|
|3. Type||Security type. For instance, stocks and mutual funds, options on stocks, Single-Stock-Futures, futures, currencies etc.|
|The Trade date of specific security|
|5. Action||Action name in TradeMax.
Open Long — Buy Stock/Option to Open a Long position
|6. Quantity||Number of shares|
|7. SPrice||Security price|
|8. OComm||Original Commission|
9. O Amt
TradeMax allows you to delete view easily.
Right-click on a specific view (for example, Jones & Rachel) under the broker tree and select Delete View function in the context menu to delete the view
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