adjustment |Form 8949 Capital Gain & Wash Sales calculator software

What’s New in TradeMax™ Ver 2010


Most of the new features in version 2010 relate to expanded corprate event module and option cost basis auto adjustment and Reporting capability, especially when it comes to tax reporting.  There currently is no other trader tax software that comes even close.

Feature: Benefit:
Intelligent Option Cost Basis Adjustment Auto- detecting Assigned, exercised and expired option, also defers cost to corresponding shares with its Option Adjustment function.
Comprehensive Corporate Events Module keep track of cost basis adjustments due to corporate actions like splits, spin-offs, and mergers. By using this feature, investors can view all of their transactions that have occurred in this particular symbol such as Return of capital, Reinvested Income and Dividend paid on Short Sales which provide you with the facility to conduct transactions more accurately and adjust your trade for tax purpose by maintaining the trade history.
Powerful Forex Rates Wizard Auto-convert the transactions under Non-USD currency into USD figures using downloaded Forex Rates
Price History Module tracking the price history of the security you downloaded and generate unrealized gain/loss report
support online borker Download data from broker server with one click

Edit Symbol


To apply changes to all trade records with the same symbol, TradeMax provides users Edit Symbol function.

With this function, users can edit Symbol Name, Underlying Stock, Type, Rate, Strike Price, Expire Date, Exchange Market, Rates.

Edit Symbol in the Trade Data View

  1. Click the Trade Data view in the Account List to go to the Trade Data View
  2. Click the row header to select the specific trade record
  3. Right-click the record and select the Trade Adjustment>Edit Symbol in the context menu
  4. The following dialog box will pop up:Learn more about: Symbol box parameter
  5. Edit specific parameter in the box and click OK. Pop up the following confirm box:
  6. Click on Yes to apply change to all trades or No to change the selected one only.

Edit Symbol in the Symbols View

  1. Click Symbols view under the Account List to go to the Symbol View
  2. Click the parameter cell to activate it and then edit it with you keyboard and mouse
  3. Pop up the following confirm box
  4. Click Yes to apply change to all trade records with the same symbol or No to change the selected one only.

Consolidate Symbol


Consolidate symbol function helps you to consolidate different ticker symbol name.

Different symbol will occur: 1) Trade data from different brokerages; 2) Corporate Action like merge; 3) Manually append trade mistakes.

Consolidate Symbol name in the Trade Grid View

  1. Click the Trade Data view in the Account List to go to the Trade Data View
  2. Click the row header to select the specific trade record
  3. Right-click the record and select the Trade Adjustment>Consolidate Symbol in the context menu
  4. The following dialog box will pop up:
  5. Press OK to pop up the following confirm box:
  6. Click Yes to complete the process or No to cancel it.

Consolidate Symbol name in the Symbols View

  1. Click Symbols view under the Account List to go to the Symbol View
  2. Click the row header to select the specific trade record
  3. Right-click the record and select the Consolidate Symbol in the context menu
  4. A dialog box Consolidate Symbol will pop up
  5. Press OK to pop up the following confirm box:
  6. Click Yes to complete the process or No to cancel it.
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