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
- Combine Different Accounts
- Find trades with specific symbol, amount, etc.
- Display all open position.
- Find multi-legs data more flexibly
- Run reports containing customized data.
The following will demonstrate how this function works.
- Right click on the specific item (e.g FY 2008 under the Account ScotTrade Jones) and select Add View> Custom.
- The following dialog box will pop-up:
- After you click
button, the Expression Dialog Box appears as below:
- Select the Parameter from the Trade field .
- Select the Relation from the Relation field.
- Enter the Value to the Value field.
- Each filter is comprised of one or more “conditions”. After selection, the condition List will display the conditions you selected or entered in Expression Dialog box.
- The default root is “And”. To change the default root, right click AND. A dropdown menu will appear.
- And : Select And option to display specific expression.
- Or: Select Or option to allow more expressions to be displayed in specific view (e.g ABC)
- Add Expression: Click Add Expression to add another Expression.
- Delete: Select Delete option to delete the selected expression.
- Click OK to continue or Cancel to cancel the process.
Basic Function | ||
1.Name
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Enter the Name of the trade view ( e.g ABC ) | |
2. Account Field
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Used the Arrow to select specific accounts.
The Selected account(s) list the accounts selected. |
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3. Condition List | Use to customize the condition which allows TradeMax to filter the Trade data with more flexibility. | |
4.
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Click ![]() |
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5. ![]() |
Click ![]() |
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6. Notes
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Notes for the trade view |
Basic Function | ||
1.Symbol
|
The security name | |
2. TickerMatch
|
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. | |
4. Date
|
The Trade date of specific security | |
5. Action | Action name in TradeMax.
Open Long — Buy Stock/Option to Open a Long position |
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6. Quantity | Number of shares | |
7. SPrice | Security price | |
8. OComm | Original Commission | |
9. O Amt
|
Original Amount |