account |Form 8949 Capital Gain & Wash Sales calculator software

To backup a data file, please follow these steps:

Step 1: Run the TradeMax and go to Account.

Stpe 2: Choose Backup button on the Trade Tab , a dialog box will pop up.

Step 3: The popup dialog box allows you to enter the Backup information.

Step 4: Click the button to finish the backup process.

The headers on the columns in the grid have the following meanings.

TradeMax provides you a powerful way to combine different accounts. For example, it allows you to combine your accounts from different brokers and combine the accounts between you and your relatives only if you setup the accounts in TradeMax.

Let’s take an example to show you how to combine accounts:

You want to combine the account ScoreTrade Jones and SogoTrade Rachel in the Account List.

1. Right-click the item My Broker(s) in the Account List and select the Add View> Custom
   
   
2. A Dialog box pop-up:
   
   
3. Enter the name Jones & Rachel , use the Arrow button between the All account(s) list and the Select Account(s) list to select the combining accounts ScoreTrade Jones and SogoTrade Rachel into the Select Accounts box.
4. Click the OK button and you will get the new combined account Jones & Rachel under the Account List like the following:
   
   

TradeMax also allows you to edit an existing account with the following instruction:

1. Right-click the account you want to edit (for example, ScoreTrade Jones) and select the Edit Account from its context menu:
2. A pop-up window will appears:
3. Edit the information. This box is almost the same as the box in the setup a new account, and you can learn more in the setup a new account.

TradeMax allows you to setup an account, combine accounts and it also allows you to delete a specific account.

1. Right click a specific account ( for example, ScoreTrade Jones) and select Delete Account in the context menu.
   
   
2. pop up the following dialog box
   
   
3. Type in delete to delete the account.
   
   
   Note: Delete an account will delete all data in that account.

To display your holding positions in a specific date:

1. Click My Holdings under the Account List
2. A Position box will pop up

   

3. Select your position holding date

   Learn more about: How to select a date

4. Click OK to display the holding positions

   
   
   The positions contains two parts: Open Position and WashSale Defer Position

   Learn more about: Open Long, Open Short

Trade Max provides you with powerful functions to filter your trade by adding different views. You just need to right-click on a specific item in the Account List and select the Add View function in the context menu.

You can

• Add a preset view in the context menu.
• Customize a view
• Delete a view