Can TradeMax generate monthly and quarterly transactions report? |Form 8949 Capital Gain & Wash Sales calculator software

TradeMax can generate  monthly and quarterly transactions report by select Subtotal field in Report Window.

Now, we take the Realized Gain/Loss Report as an example.

After you select the report,you can choose Subtotal from drop-down list(1).

If you select Month ,TradeMax’s report will group by Month.(Default is group by Symbol)

TradeMax reports can group by follow types:Symbol,Quarter,Month,Year,Day,Action