Forex Rate View |Form 8949 Capital Gain & Wash Sales calculator software

Forex Rates View


Foreign Exchange Rates View helps you manage and download historical foreign exchange rates.

Screen Shot

Basic Function
1. Forex Rates Panel Forex Rates Panel is designed to help you quickly manage and download historical foreign exchange rates
2. Forex Rates Grid Forex Rates Grid is the main section where users are able to view and download historical foreign exchange rates.
3. Forex Rates Tree The Forex Rates List is designed to help you quickly identify the foreign currencies.
There are six Foreign Currency types:

  1. EUR
  2. CAD
  3. AUD
  4. JPY
  5. HKD
  6. GBP
If you select the Forex Rates in the Forex Rates Panel or Quick Access Panel,you will get the Forex Rates List (similar to the picture above). Currencies are organized in logical groups that are collected together under tabs.
4. Time Range Filter First select the Begin and End Date then press the Apply button to filter the historical foreign exchange rates within a  time  period.
5. Group By Panel Drag a column header here to group by that column.

Forex Rates Panel

Forex Rates Panel is designed to help you quickly manage and download historical foreign exchange rates.

Basic Function
Actions Group Download Download the historical foreign exchange rates record.
Save Save the Forex Rates record ( Keyboard Shortcuts: CTRL+S)
Clipboard Group Undo Undo the last action (Keyboard Shortcuts: CTRL +Z/ALT + Backspace)
Redo Redo the previously undone 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 Forex Rates 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)

Forex Rates Grid


Forex Rates Grid (refer to the picture below) is the main part of the Forex Rates View where users are able to manage and download foreign exchange rates.

Part One: Overview the Forex Rates Grid.

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

Section 1: Time Range Filter

First select the Begin and End date then press the Apply button to filter the historical foreign exchange rates within a period.


Section 2:
Group By Panel

Drag a column header here to group by that column.

Section 3: Currency grid

Currency Grid is the main section where users are able to view and download foreign exchange rates.

Section 4: Meaning of Column Headers

Column Headers Basic Function
S-Currency Domestic Currency type or accounting currency type for accounting purposes. Currently IB allows customers to choose different basis currency other than USD.
Currency Settlement Currency for tax purposes
Exchange Date The date of this conversation rate.
Exchange Rate The conversation rate S-Currency/ USD Currency

Part Two: How to find and download foreign exchange rates?

This part will show you how to find and download foreign exchange rates.

 

 

 

Manage Forex Rates


Foreign Exchange Rates (Forex Rates) model provides customers find other currency to USD exchange rate data. With it help, you can download foreign exchange-rates from webs.

How to find the Foreign Exchange Rates you need?

Step 1: Run the Trade Max and click the Forex Rates in Forex Rates Panel

Step 2: Choose Currency Exchange>source currency such as EUR on the Forex Rates List.

Step 3: The Foreign Exchange Rates grid displays on the trade window.

Function
Description
S-Currency

Domestic currency type or accounting currency type for accounting purposes. Currently IB allows customers to choose different base currency other than USD.

Currency Settlement currency for tax purposes.
Exchange rate The conversion rate S-Currency/ USD Currency
Exchange time
The date of this conversion rate.

There are six Foreign Currency types: EUR, CAD, AUD, JPY, HKD, GBP.

How to download Foreign Exchange Rate?

Step 1: Run the Trade Max and click the Forex Rates in Forex Rates Panel.

Step 2 : Choose Currency Exchange>source currency such as EUR on the Forex Rates List.

Step 3 : Right click on the Historical Currency Exchange grid and click the Download Rate From Web.

Step 4 : Exchange rate dialog box will pop up. Enter the Exchange Rate Information and click the button to download.

Function
Description
Download currencies

Select one or more currencies from the download currency dropdown list.

Begin Date Select the Begin Date
End Date Select the End Date

Step 5 : After the successfully download, click the button to finish the process.

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