User Interface |Form 8949 Capital Gain & Wash Sales calculator software

Portfolio Beta module (only include in Deluxe,Premier Edition)


TradeMax Portfolio Beta module shows the risk-adjusted return of the portfolio and that of the index over one time period in the past.This module also include options trading strategy evaluation function which can give you a graphic reporting on specific options spread trade strategies, specifically butterflies, calendars, iron condors, and their adjustments.

A Portfolio Beta indicates securities that tend to be more volatile in their price movements than the market taken as a whole. Portfolio beta is calculated by summing the products of each security’s beta times the proportional weight of the security in the portfolio.

Calculating your portfolio’s beta will give you a measure of its overall market risk. To do so, find the betas for all your stocks. Each beta is then multiplied by the percentage of your total portfolio that stock represents (i.e., a stock with a beta of 1.2 that comprises 10% of your portfolio would have a weighted beta of 1.2 times 10% or .12). Add all the weighted betas together to arrive at your portfolio’s overall beta.

Beta is a measure of a portfolio’s volatility. A beta of 1 means that the portfolio is neither more nor less volatile or risky than the wider market. A beta of more than 1 indicates greater volatility while a beta of less than 1 indicates less. Beta is an important component of the Capital Asset Pricing Model, which attempts to use volatility and risk to estimate expected returns.

The beta coefficient is a key parameter in the capital asset pricing model (CAPM). It measures the part of the asset’s statistical variance that cannot be removed by the diversification provided by the portfolio of many risky assets, because of the correlation of its returns with the returns of the other assets that are in the portfolio. Beta can be estimated for individual companies using regression analysis against a stock market index.

Beta View helps you calculate your current holding portfolio beta or simulate portfolio beta in TradeMax.

Screen Shot

Basic Function
1. Beta Panel Beta Panel is designed to help you quickly calculate your Beta.
2. Beta Tree The Beta List is designed to help you quickly find Beta Report. There are two examples of the type:

  1. APPL(OPT Analysis)
  2. Current Holding Portfolio
If you select the Beta in the Beta Panel or Quick Access panel,you will get the Beta List (similar to the picture above). Beta Report are organized in logical groups that are collected together under tabs.
3. Beta Grid Beta Grid is the main section where users are able to calculate their Beta after they import their trades into TradeMax.

Options trading strategy evaluation function will give you a graphic reporting on specific options spread trade strategies, specifically butterflies, calendars, iron condors, and their adjustments.(multi-leg, multi-direction long AND short option trades)

LongCall BUY CALL
WHEN TO USE. You are very bullish on the stock. The more bullish you are, the higher the strike should be.  No other position gives you so much leveraged advantage with limited downside risk.
PROFIT increases as stock rises. At expiration, break-even point will be option strike A plus premium paid. For each point above break-even, profit increases by an additional point.
LOSS is limited to the premium paid. Maximum loss realized if the stock ends below  A. For each point above A, loss decreases by additional point.
RISK: Limited. REWARD: Unlimited. MARGIN: Not required.
TIME DECAY. This position is a wasting asset. As time passes, value of position erodes toward expiration value. If volatility increases, erosion slows; if volatility decreases, erosion speeds up.
LongPut
BUY PUT
WHEN TO USE. You are very bearish on stock. The more bearish you are, the more out-of-the-money (lower strike) should be the option you buy. No other position gives you as much leveraged advantage in a falling stock (with limited upside risk).
PROFIT increases as stock falls. At expiration, break-even point will be option exercise price A less premium paid. For each point below break-even, profit increases by additional point.
LOSS limited to amount paid for option. Maximum loss is realized if the stock ends above option exercise A. For each point below A, loss decreases by additional point.
RISK: Limited. REWARD: Unlimited.
TIME DECAY This position is a wasting asset. As time passes, value of position erodes toward expiration value. If volatility increases, erosion slows; if volatility decreases, erosion speeds up.
ShortPut
SELL NAKED PUT
WHEN TO USE. You are sure  that the price will not fall. Sell  lower strike options  if you are only somewhat convinced; sell higher strike options if you are very confident the stock will stagnate or rise. If you doubt stock will stagnate, sell at-the-money options for maximum profit.
PROFIT: limited to the premium received from sale. At expiration, break-even point is strike price A less premium received. Maximum profit realized if stock settles at or above A.
LOSS: increases as stock falls. At expiration, losses increase by one point for each point stock is below break-even. Because the risk is open-ended, this position must be watched closely.
RISK: Unlimited. REWARD: Limited. MARGIN: Always required.
TIME DECAY: this position is a growing asset. As time passes, value of position increases as option loses its time value. Maximum rate of increasing profits occurs if the option is at-the-money.
BullCallSpread
BULL SPREAD
Call option is bought with a strike price of A and another call option sold with a strike of  B, producing a net  debit.
OR
Put option is bought with a strike of  A and another put sold with a strike of  B, producing a net credit.
WHEN TO USE: you think the stock will go up somewhat or at least is a bit more likely to rise than to fall. Good position if you want to be in the stock but are unsure of bullish expectations.  This is the most popular bullish strategy.
PROFIT: limited, reaching maximum if stock ends at or above the higher strike B at expiration. If call spread  used, difference between strikes minus initial debit. If put spread used, net initial credit.
LOSS: maximum loss if stock at expiration is at or below A. If call spread used, maximum loss is net initial debit. If put spread, difference between strikes minus initial credit.
RISK: limited. REWARD: limited.
TIME DECAY: if stock is midway between A and B, no time effect. At B, profits increase at fastest rate with time. At A, losses increase at maximum rate with time.
BearCallSpread BEAR SPREAD
Put option is bought with a strike price of A and another put option sold with a strike of  B, producing a net  debit.
OR
Call option is bought with a strike of  A and another call sold with a strike of  B, producing a net credit.
WHEN TO USE: you think the stock will go down somewhat or at least is a bit more likely to fall than to rise. Good position if you want to be in the stock but are unsure of bearish expectations.  This is the most popular bearish strategy.
PROFIT: limited, reaching maximum if stock ends at or below the lower strike B at expiration. If put spread  used, difference between strikes minus initial debit. If call spread used, net initial credit.
LOSS: maximum, if stock at expiration is at or above A. If put spread used, maximum loss is net initial debit. If call spread, difference between strikes minus initial credit.
RISK: limited. REWARD: limited.
TIME DECAY: if the stock is midway between A and B, no time effect. At A,profits increase at fastest rate with time. At B, losses increase at maximum rate with time.
ShortPut SELL COVERED CALL
Call option against the stock holding is sold.
WHEN TO USE: you are sure that the price of the stock you hold will not fall.  Sell  lower strike options  if you are only somewhat convinced; sell higher strike options if you are confident stock will rise. If you think stock will stagnate, sell at-the-money options for maximum profit.
PROFIT: limited to the strike minus the market price plus the premium received.
LOSS: similar to that incurred with ordinary stock ownership, only partially off-set by the option premium received. Main loss could be the opportunity loss if the market rises strongly.
RISK: unlimited. REWARD: limited.
TIME DECAY: This position is a growing asset. As time passes, value of position increases as the option loses its time value. Maximum rate of increasing profits occurs if option is at-the-money.
BUY STRADDLE
Call option and put option are bought with the same strike  A – usually at-the-money.
WHEN TO USE: you firmly believe that the stock moves far enough in either direction in the short-term. Buy higher/lower strike options if the position can encounter different probabilities of bullish or bearish movements of the stock; buy at-the-money options if those probabilities are almost equal.
PROFIT: increases as the stock rises or falls. At expiration, break-even points will be option exercise price A +/- prices paid for options. For each point above upside break-even or below downside break-even, profit increases by an additional point.
LOSS: limited to the amount paid for options. Maximum loss realized if stock ends at option exercise A. For each point above or below A, loss decreases by additional point.
RISK: limited. REWARD: unlimited. MARGIN: not required.
TIME DECAY: This position is a wasting asset. As time passes, value of position erodes toward expiration value. If volatility increases, erosion slows; if volatility decreases, erosion speeds up.
BUY  STRANGLE
Put option is bought with a strike A and a call option is bought with a strike B.
WHEN TO USE: you strongly believe the stock will move far enough from the predefined range. This strategy is similar to the buy straddle but the premium paid here is less. Buy higher/lower strike options if the position can encounter different probabilities of bullish or bearish movements of the stock; buy at-the-money options if those probabilities are almost equal.
PROFIT: unlimited andincreases as stock rises above B or falls below A. At expiration, break-even points will be option exercise price A – prices paid for options and option exercise price B + prices paid for options. For each point above upside break-even or below downside break-even, profit increases by an additional point.
LOSS: limited to amount paid for options. Maximum loss realized if stock ends between A and B. For each point above B or below A, loss decreases by additional point.
RISK: limited. REWARD: unlimited. MARGIN: not required.
TIME DECAY: This position is a wasting asset. As time passes, value of position erodes toward expiration value. If volatility increases, erosion slows; if volatility decreases, erosion speeds up.
BUY BUTTERFLY
Call option with low strike bought and two call options with medium strike sold and call option with high strike bought. The same position can be created with puts.
WHEN TO USE: you believe that the stock price will fluctuate in a narrow range.
PROFIT: limited, reaching maximum at a high strike. If call version used, downside break-even=low strike – net cost of spread, upside break-even is at high strike + net cost of spread.
LOSS: maximum loss realized if stock ends below low strike or above high strike and limited to net credit paid.  For each point above low strike or below high strike, loss decreases by additional point.
RISK: limited. REWARD: limited.
TIME DECAY: This position is a combined asset. As time passes, value of position increases/erodes toward expiration value. If volatility increases, increase/erosion slows; if volatility decreases, increase/erosion speeds up.
SELL BUTTERFLY
Call option with low strike sold and two call options with medium strike bought and call option with high strike sold. The same position can be created with puts.
WHEN TO USE: you believe that the stock price will move substantially.
PROFIT: limited to initial credit received.
LOSS: limited to the difference between the lower and middle strikes minus the initial spread credit.
RISK: limited. REWARD: limited.
TIME DECAY: This position is a combined asset. As time passes, value of position increases/erodes toward expiration value. If volatility increases, increase/erosion slows; if volatility decreases, increase/erosion speeds up.
BUY CONDOR
The condor takes the body of the butterfly梩wo options at the middle strike梐nd splits it between two middle strikes rather than just one. In this sense, the condor is basically a butterfly stretched over four strike prices instead of three.  Call option with low strike bought and two call options with two medium strikes sold and call option with high strike bought. The same position can be created with puts.
WHEN TO USE: you believe that the stock price will fluctuate in a trading range.
PROFIT: limited, reaching maximum between medium strikes.
LOSS: maximum loss realized if stock ends below low strike or above high strike and limited to net credit paid.  For each point above low strike or below high strike, loss decreases by additional point.
RISK: limited. REWARD: limited.
TIME DECAY: This position is a combined asset. As time passes, value of position increases/erodes toward expiration value. If volatility increases, increase/erosion slows; if volatility decreases, increase/erosion speeds up.
SELL CONDOR
The condor takes the body of the butterfly梩wo options at the middle strike梐nd splits it between two middle strikes rather than just one. In this sense, the condor is basically a butterfly stretched over four strike prices instead of three. Call option with low strike sold and two call options with medium strikes bought and call option with high strike sold. The same position can be created with puts.
WHEN TO USE: you believe that the stock price will move substantially.
PROFIT: limited to initial credit received.
LOSS: limited to the difference between the lower and middle strikes minus the initial spread credit.
RISK: limited. REWARD: limited.
TIME DECAY: This position is a combined asset. As time passes, value of position increases/erodes toward expiration value. If volatility increases, increase/erosion slows; if volatility decreases, increase/erosion speeds up.

Beta Panel

Beta Panel is designed to help you quickly manage symbols.

Basic Function
Actions Group Append Append a symbol
Edit Edit your symbol records
Delete Delete selected symbol records
Save Save the symbol record (Keyboard Shortcuts: CTRL + S)
Undo Undo the last action (Keyboard Shortcuts: CTRL +Z/ALT + Backspace)
Redo Redo the previously undo action (Keyboard Shortcuts: CTRL +Y)
View Group Group By Box Press the Group By Box button to activate the Group By panel which is at the top of the data grid.It allows grouping data by single or multiple columns. You can either set grid column(s) that will be used for grouping, or enable Group By Box where grouped columns may be dropped at runtime
Field Chooser Press the Field Chooser button to activate the Field Chooser box floating above the data grid.The built-in Filed Chooser provides a simple and efficient way to organize the grid layout: you can drag and drop the column header to the chooser from the grid header. You can also drag any required field from the chooser and drop it either on the grid header, or on the group box.
Function Bar Hide or display the Portfolio Beta List
Column Auto-Resize Allow TradeMax to automatically resize columns in the data grid.
Help Button Click Help Button to get Help Document.( Keyboard Shortcuts: F1)

Calendar View


In Trademax calendar view, transactions can be viewed by month or by week. This helps you to visualize what transactions occur each and every month. Moving and holding your mouse over a transaction shows a preview of the transaction details.This page helps you to review the Basic Function of each section of the
Calendar Window.

The transaction records are integrated with the calendar (date picker) control:

  • The calendar automatically displays trade date using bold font.
  • The calendar status is automatically updated every time when trades have been changed in Trademax.
  1. Press Goto Day button and select the date of the transaction record.
  2. Click (Day View, Work Week View, Week View, Month View)button to check the transaction record for a certain period.
    • Day View can display a single day with all the records that belong to that day.
    • Work Week View can display a work week with all records that belong to that time period.
    • Week View can display a week with all records that belong to that time period.
    • Month View can display a month with all records that belong to that time period.

Security View


Security View helps you manage symbols after you import trade into TradeMax.


Screen Shot

Basic Function
1. Security Panel Security Panel is designed to help you quickly manage symbols.
2. Security Grid Security Grid is the main section where users are able to manage their symbols after they import their trades into TradeMax.
3. Security Tree The Security List is designed to help you quickly find symbols. There are ten Symbol types:

  1. Stock
  2. STK Call Option=Stock Call Option
  3. STK Put Option=Stock Put Option
  4. STK Future=Stock Future
  5. Fund
  6. Commodities
  7. Currency
  8. Sect.1256 Future=Section.1256 Future
  9. Sect.1256 Call Option=Section.1256 Call Option
  10. Sect.1256 Put Option=Section.1256 Put Option
If you select the Security in the Security Panel or Quick Access Panel,you will get the Security List (similar to the picture above). Symbols are organized in logical groups that are collected together under tabs.
4. Group By Panel Drag a column header here to group by that column.
5. Quick Access Bar Click one alphabet button to go to the specific trades beginning with the specific alphabet.

Security Panel

Security Panel is designed to help you quickly manage symbols.

Basic Function
Actions Group Append Append a symbol
Edit Edit your symbol records
Delete Delete selected symbol records
Price Download the price historical data of the security .
Market Download Exchange Market for a symbol
Save Save the symbol record (Keyboard Shortcuts: CTRL + S)
Clipboard Group Undo Undo the last action (Keyboard Shortcuts: CTRL +Z/ALT + Backspace)
Redo Redo the previously undo action (Keyboard Shortcuts: CTRL +Y)
View Group Group By Box Press the Group By Box button to activate the Group By panel which is at the top of the data grid.It allows grouping data by single or multiple columns. You can either set grid column(s) that will be used for grouping, or enable Group By Box where grouped columns may be dropped at runtime
Field Chooser Press the Field Chooser button to activate the Field Chooser box floating above the data grid.The built-in Filed Chooser provides a simple and efficient way to organize the grid layout: you can drag and drop the column header to the chooser from the grid header. You can also drag any required field from the chooser and drop it either on the grid header, or on the group box.
Outlook Bar Hide or display the Security List
Column Auto-Resize Allow TradeMax to automatically resize columns in the data grid.
Help Button Click Help Button to get Help Document.( Keyboard Shortcuts: F1)

Trade view — The Default Window


Trade View help you quickly manage your trade data/trade account and prepare your Schedule D.


Screen Shot

Basic Function
1. Trade Panel Trade Panel is designed to help you quickly manage accounts and trades.
2. Trade Grid Trade Grid is the main section where users are able to view and interact with their trades.
3. Broker Account Tree The Account List is designed to help you quickly find the accounts or data View. There are five Brokerage types:

  1. Standard Brokerage account—– General investing account that helps you build and manage a diversified portfolio. Standard Brokerage accounts can be individual, joint, custodial, or business accounts.
  2. IRA or Keogh account—- Special accounts that allow saving taxes deferred until money is withdrawn. These plans are subject to frequent changes in law with respect to the deductibility of contributions. Withdrawals of tax-deferred contributions are taxed as income, including the capital gains from such accounts.
  3. 529 College Saving Plans—- A tax-advantaged investment program that can be used to fund a child’s higher education at any accredited U.S. post-secondary school. Plans are established by individual states but are typically available nationwide.
  4. UGMA/UTMAs— A brokerage account that allows you to invest on behalf of a minor. Funds can be used for any expense the child incurs, not just education. Ultimately, the child assumes ownership of the account, with a portion of withdrawals taxed at their rate.
  5. Single Mutual Fund— A account is professionally managed and can be a simplified way to diversify a portfolio.
If you select the Trade in the Trade Panel or Quick Access panel,you will get the Account List (similar to the picture above). Accounts are organized in logical groups that are collected together under tabs.
4. Group By Panel Drag a column header here to group by that column.
5. Time Range Filter First select the Begin and End Date then press the Apply button to filter the trades within a period.
6. Preset View TradeMax provides the frequently-used view for the data grid. You can select one from the Preset view dropdown list or skip it if you like.
7.Quick Access Bar Click one alphabet button to go to the specific trades beginning with the specific alphabet.

Trade Panel

Trade Panel is designed to help you quickly manage accounts and trades.

Basic Function
Actions Group Import Import trade history
Append Append a trade
Edit Edit your trade records
Delete Delete selected trade records
Price 1. Download the Price of holding securities in the end of specific Finance year ( used for unrealized G/L Report)2. Download Put Options’ underlying stock price on the day before transaction date. (Used for Checking the Put Option is in-the-money)
Market Download Exchange Market for a symbol
Scan Scan the status of transactions in the current data grid and the concerned trades will be highlighted in red or green:1. Red records indicate the error transaction:a.If there is no position on hold, a close action(Sale to Close, Buy to Cover) will generate errors.b.when option exercised or assigned, the strike price of the option didn’t match the underlying stock trade price.c. When option exercised or assigned, the quantity of the option didn’t match the underlying stock trade quantity..d. When the option expired, the close price is not zero.e. Missing/Inconsistent Data fields by using Qty, Price, Commission, Fees and Rate information.

2. Green records indicate that the closed transactions (A Sale to Close, a Buy to Cover ) close all your holding open position.

Note: You should manually adjust the action , quantity, sequence of the trade to correct these errors.

Save Save the trade record (Keyboard Shortcuts: CTRL + S)
Clipboard Group Copy Copy selected trade records (Keyboard Shortcuts: CTRL + C)
Paste Paste selected trade records to specific field (Keyboard Shortcuts: CTRL + V)
Undo Undo the last action (Keyboard Shortcuts: CTRL +Z/ALT + Backspace)
Redo Redo the previously undo action (Keyboard Shortcuts: CTRL +Y)
Backup Backup a data file
Restore Restore a backup file
Up Move the transaction records traded on the same day up
Down Move the transaction records of same date down
View Group Group By Box Press the Group By Box button to activate the Group By panel which is at the top of the data grid.It allows grouping data by single or multiple columns. You can either set grid column(s) that will be used for grouping, or enable Group By Box where grouped columns may be dropped at runtime
Field Chooser Press the Field Chooser button to activate the Field Chooser box floating above the data grid.The built-in Filed Chooser provides a simple and efficient way to organize the grid layout: you can drag and drop the column header to the chooser from the grid header. You can also drag any required field from the chooser and drop it either on the grid header, or on the group box.
Outlook Bar Hide or display the Account List
Column Auto-Resize Allow TradeMax to automatically resize columns in the data grid.
Help Button Click Help Button to get Help Document.( Keyboard Shortcuts: F1)

Security Grid


Security Grid (refer to the picture below) is the main part of the Security View where users are able to manage symbols.

Part One: Overview the Security Grid.

This part will show you the main function of each section.

Section 1: Group By Panel

Drag a column header here to group by that column.

Section 2: Symbol Grid

Symbol Grid helps the users view the symbols.

Section 3: Quick Access Bar

Click any alphabet button to go to the specific trades beginning with that specific alphabet.

Section 4: Meaning of Column Headers

Column Headers Basic Function
Symbol Name Security Ticker Symbol
Underlying Stock The stock on which an option is written, giving the option holder the right to buy or sell.
Type Security Type:

  1. Stock
  2. Stock Call Option(STK Call Option)
  3. Stock Put Option(STK Put Option)
  4. Stock Future(STK Future)
  5. Fund
  6. Commodities
  7. Currency
  8. Section.1256 Future(Sect.1256 Future)
  9. Section.1256 Call Option(Sect.1256 Call Option)
  10. Section.1256 Put Option(Sect.1256 Put Option)
Rate An option has a 100 “Rate” which means an option contract is for 100 shares of the underlying stock
Strike Price The strike price of the underlying stock in the option or future
Expire Date Expire date of option or future.
Exchange Market The exchange market where you bought the financial product. For instance, NASDAQ
Notes Any information of the product.

Part Two: How to view and append a symbol?

This part will show you how to view and append a symbol.

The Quick Access Toolbar


The Quick Access Toolbar is a customizable toolbar that contains a set of tool and command shortcuts.

  • Move the Quick Access Tool bar to the area below the Ribbon.
  • Right-click on icons or options within Ribbon to add the tools and commands to the Quick Access Toolbar.
  • Use More Commands to add shortcuts from a list of every TradeMax option.
  • Hide the commands under the ribbon tabs by clicking the Minimize the Ribbon
  • Use to undo the last action or redo the previously undo action

Change the Location of the Quick Access Toolbar

  1. Click on the Quick Access Toolbar.
  2. In the list, click Show Below the Ribbon

-or-

  1. Click on Quick Access Toolbar.
  2. In the list, click Show Above the Ribbon.

Quickly Add a Tool or Command

 

  1. Right-click on a tool or command in a ribbon tab.
  2. Click Add to Quick Access Toolbar.

Remove a Tool or Command

  1. Right-click on a tool or command in the Quick Access Toolbar.
  2. Click Remove from Quick Access Toolbar.

Customize the Quick Access Toolbar

  1. Click on the Quick Access Toolbar.
  2. In the list, click More Commands

-or-

  1. Right-click on a tool or command in a ribbon tab or Quick Access Toolbar.
  2. Click Customize Quick Access Toolbar

You will get the following box:

Basic Function
1. Choose commands From the dropdown list, you can select the category which the commands belong. The categories are Main Menu, Preset View, Trade, Calendar etc.
2. Commands List Lists the commands which belong to the chose category in the Choose commands from.
3 Select the checkbox to show the Access Toolbar below the Ribbon
4. Keyboard Press the Customize button to customize the keyboard shortcuts
5. Add & Remove Button Add commands from the Commands List box to the Tool List or remove commands from the Tool List.
6. Reset Button Reset the setting of the Quick Access Toolbar
7. Tool List Show the commands in the Quick Access Toolbar
8. Arrow Button Change the order of the commands in the left Tool List box.

 

 

Preset View


Section 1: Preset View

TradeMax provides the frequently-used view of the data grid. You can select one from the Preset View‘ dropdown list or skip it if you like.

Option
Description
Default Last selected Preset View
Tradesimple Display trade records with the frequently-used trade parameters
Tradefull Display trade records with the entire trade parameters
GroupbySymbol Provides you the data grid grouped by symbol
Checkaction Provides you a convenient way to check the Action and the ActionName by positioning together the two columns to the left of the data grid
Finance Display all cash flow trade records . Additionally, the data grid is grouped by Action.
Optiontrade Display all option related trade records
GroupByAction Provides you the data grid grouped by Action

 

Note:

  • The data grid is grouped by TradeDate by default.
  • If you customize the appearance of data grid manually and can’t find some column headers, you can get back your entire column header by selecting the option TradeFull in the Preset View or use Field Chooser function to drag column header back.

 

 

 

Manage Security


Symbols grid will automatically display relationship between an option and a stock after you import your trades into TradeMax.

Click the Security in the Security Panel.

e.g.: Choose Symbol> Stock on the Security list.

The Symbol grid shows below:

Basic Function
1. Group By Box Drag a column header here to group by that column
2.Symbol Grid Symbol Grid is the main section where users are able to view their symbols
3. Quick Access Bar Click one alphabet button to go to the specific trades beginning with the specific alphabet.

Under the Symbol, you can also do the following if needed.
Append a Symbol

  • Click Append button in Security Panel
  • A popup dialog box allows you to record Symbol below:

    Option Basic Function
    Symbol Name Enter the symbol’s name
    Underlying Stock Enter your underlying stock‘s name of the symbol. If it is not an option, you can skip this field.
    Rate An option has a 100 “Rate” which means an option contract is for 100 shares of the underlying stock.
    Type From the Type dropdown list select the type of the financial product.
    Strike Price Only available when the symbol is an option or future.
    Expire Date Only available when the symbol is an option or future.
    Exchange Market Enter the exchange market where you bought the financial product. For instance, NASDAQ
    Notes Any information of the product.

    There are 10 kinds of Symbol types: Stock, Stock Call Option, Stock Put Option, Stock Future, Fund, Commodities, Currency, Section.1256 Future, Section.1256 Call Option, Section.1256 Put Option.

Group By Panel


Section 2: Group By Panel

If you want group by some specific column header, you can drag a column header to Group By Panel. It will display only when you press the Group By Box button under the Trade tab one the View group box like the following picture:

Learn more about: How to custom the grid.

Notes:

  • Press the Group By Box button to activate the Group By Panel which is at the top of the data grid. It allows grouping data by single or multiple columns. You can either set grid column(s) that will be used for grouping, or enable Group By Box where grouped columns may be dropped at runtime.
  • Press the Field Chooser to activate the Field Chooser box floating above the data grid. The built-in Filed Chooser provides a simple and efficient way to organize the grid layout: you can drag and drop the column header to the chooser from the grid header. You can also drag any required field from the chooser and drop it either on the grid header, or on the group box.
  • The Column Auto-Resize used to resize your columns automatically according to the length of the field.

 

 

Download Security Price History


With this function, you can download holding security prices from the Internet that you track in TradeMax, view the price history to monitor the performance of the securities in a certain period of time, which help you to invest better.

TradeMax will download single security’s price or several securities’ prices in a specific period of time.

  1. In Security View, click the Price button in Ribbon field.
    • Download Selected– TradeMax will download the price of the selected securities (you have to select the securities to activate this option first)
    • Download All– TradeMax will download the price of all securities in trade grid
  2. Learn more about: How to select trade records.

  3. A dialog box pops up, and then click Download button to continue the process, the price of the symbol will be downloaded.Note: If you “Skip Future & Option Price Downloading” checkbox is activated, TradeMax will skip download Future and Option Price.

    Function
    Description
    1.Begin date & End date You can choose the date from the dropdown calendar or manually enter the date
    2.Symbol The security name you selected in previous step.
    3.Date It will display the current day when you download the price of the symbol.
    4.Status It will display whether the symbol’s price is successfully downloaded or not. There are three kinds of status: 1. Downloaded 2. Skip 3. Failed

    Note: TradeMax might not be able to get the price of some securities because the ticker symbol does not match yahoo symbol or option symbol does not have price history on yahoo finance.

    5.Open & Close The price of the selected symbols on current day.
    6. Edit You can click “edit” button to append price history.
  4. After downloading the price of the security, you can get the data of symbols’ price history.
    • Click on the Price History Tab , the above Price History Grid opens.
    • You can activate the checkbox to set the Begin Date and End Date .
    • Select the specific security record, and the dialog box will display the price history in the specific period. (For example, select PTEN , the Price History Grid displays the price history of PTEN from 09/02/2009 to 09/23/2009. )
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