Technically, TradeMax supports every broker, known and unknown,  as long as the broker provides a statement in CSV/EXCEL format or Quicken Qif,QFX fomart / Money OFX format or OFX server connection. Without changing codes, TradeMax allows users to define their own templates which suit the CSV format of their broker’s data.


There are Four options to import your trade data into TradeMax:

A) Import Trades from online Brokerage Server(OFX Server)
If you want to download trades from an online brokerage account, select this option. Please check our supported broker’s OFX server list,if your brokerage provides ofx data service and is not listed in our list, you can fill in your broker’s name & ofx server URL in our contact form we will add it to TradeMax.

B)Import Trade Activity data from local file (Recommended)

  1. Built-in Broker Profile: Currently TradeMax already have build-in template for IB and ETrade, ScotTrade, OptionsXpress, TdAmeritrade,  Schwab, Person,Sogotrade and more.(Please check our supported brokers list),
  2. File Profile: TradeMax can support Quicken Interchange Format(*.QIF), TradeLog(*.TDF), Open Financial Exchange(*.OFX) file, Quicken Financial Exchange(*.QFX) file
    How to import Quicken QIF file to TradeMax
  3. Unknown column csv or excel file:You can either define your own template with trademax profile wizard function or send us a sample CSV or Xls data file with 8~10 lines of transactions in it for importing, we will build the template for our customer at no extra cost.

Import Sample files

Following documents contains sample trade data that you can download to practice or use as templates for importing transactions into TradeMax.

Trade Activity Sample Files.xls (Profile Wizard[*.xls])
Each Record has TradeDate,Symbol,Action,Qty,Price,Commission,Amount
15 kB
Realized Gain Loss Report.xls (Profile Wizard[*.xls]) –
(Symbol,qty,open/close date ,Proceeds /Cost Basis in single record)
18 kB

C) Import Realized Gains and Losses Report from Local File

If you already have Realized Gain and Loss Report, TradeMax can help you to import it directly from the local file with the following step-by-step wizard.More…

Please Note: Some Gains & Losses Reports do not have year end open postion, and this will affect wash sale calculating.

D) Import Trade data copied from broker Transaction History Report
You can copy your Broker’s Transaction History report from the web browser and paste to TradeMax during the importing process. More…