The following Tutorials helps the beginners know better about TradeMax’s various modules and operate TradeMax more freely.
We suggest that you begin with Quick Start to take a quick view of TradeMax’s powerful function.
- Quick Start
- Overview - The key features of TradeMax
- User Interface - The overview of three views of TradeMax
- Trade View - The detailed introduction of Trade View
- Security View - The detailed introduction of Security View
- Forex Rate View - The detailed introduction of Forex Rate View
- Detailed Instruction -
How to operate TradeMax under different modules.- Setup a New Account - This tutorial show you how to setup a new account, combine different accounts into one, edit and delete the existed account.
- Enter Previous Year Holding Position - Show you how to display Holding Position, and
view End of tax year for the next tax year - Import Trade History - This tutorial will tell you how to import the trade data into TradeMax and append a trade.
- Adjust trades
- Corperate Event Recording-1 - Show you how to Split Trade, Merge Trade and Spinoff Trade
- Corperate Event Recording-2 - Record the following events: Inc-Income(Div,Int,etc), Reinvest-Income Reinvested, Shares Added to Account/ Remove from an Account.
- Deposit into Account/Withdraw from Account - Tell you how to Deposit the capital into Account and Withdraw from Account
- Corperate Event Recording-3 - How to record Return of Capital and Div paid on ShortSales
- Trades Adjustment - How to Combine, Match your trades and Edit, Consolidate the symbol.
- Adjust Option - Show you how to Expire, Assign, Exercise your options.
- Add View - The tutorial tell you how to add a preset view, custom and delete the view.
- Backup and Restore - This tutorial show you how to backup and restore the trade data.
- Run Reports - Show you how to run reports.