column header |Form 8949 Capital Gain & Wash Sales calculator software

Preset View


Section 1: Preset View

TradeMax provides the frequently-used view of the data grid. You can select one from the Preset View‘ dropdown list or skip it if you like.

Option
Description
Default Last selected Preset View
Tradesimple Display trade records with the frequently-used trade parameters
Tradefull Display trade records with the entire trade parameters
GroupbySymbol Provides you the data grid grouped by symbol
Checkaction Provides you a convenient way to check the Action and the ActionName by positioning together the two columns to the left of the data grid
Finance Display all cash flow trade records . Additionally, the data grid is grouped by Action.
Optiontrade Display all option related trade records
GroupByAction Provides you the data grid grouped by Action

 

Note:

  • The data grid is grouped by TradeDate by default.
  • If you customize the appearance of data grid manually and can’t find some column headers, you can get back your entire column header by selecting the option TradeFull in the Preset View or use Field Chooser function to drag column header back.

 

 

 

Group By Panel


Section 2: Group By Panel

If you want group by some specific column header, you can drag a column header to Group By Panel. It will display only when you press the Group By Box button under the Trade tab one the View group box like the following picture:

Learn more about: How to custom the grid.

Notes:

  • Press the Group By Box button to activate the Group By Panel which is at the top of the data grid. It allows grouping data by single or multiple columns. You can either set grid column(s) that will be used for grouping, or enable Group By Box where grouped columns may be dropped at runtime.
  • Press the Field Chooser to activate the Field Chooser box floating above the data grid. The built-in Filed Chooser provides a simple and efficient way to organize the grid layout: you can drag and drop the column header to the chooser from the grid header. You can also drag any required field from the chooser and drop it either on the grid header, or on the group box.
  • The Column Auto-Resize used to resize your columns automatically according to the length of the field.

 

 

Data Grid


Data Grid

Section 4: Data Grid

The Grid is the main section where users are able to view and interact with their trades.

  1. All trades are sorted by TradeDate.
  2. The current record is indicated by a small triangle to the far left of the record and by a blue background color.
  3. Columns can be resized by positioning the mouse cursor over the line between the columns in the column header row, holding down the left mouse button and dragging the line to the desired location.To print the grid in one page, you can hold down the left mouse button and drag the far right line to your wish location.

    In addition, TradeMax will resize your columns automatically when you select the Column Auto-Resize checkbox.

  4. Records can be sorted in ascending or descending order by clicking on any column header. For example, to sort by symbol in ascending order, click Symbol in the column header once and there will be up-arrow after Symbol. To sort in descending order, click Symbol twice and there will be a down-arrow after Symbol. To cancel the sorting, you can click Symbol the third time.
  5. Expand/ collapse the item
    1. You can collapse / expand all items one by one or use the right-clicking any item and selecting the Expand All Items or Collapse All Items as the following:
      • Right click the data grid and select the Collapse All Items 
      • Right-click the grid to select the Expand All Items and you will again get the first picture back.
    2. You can also click to collapse one item and click to expand one item
  6. The scroll bar (at far right) can be used to scroll the display up or down.Keyboard shortcuts also can be used to quickly scroll up or down as follows:
    • <Up Arrow> and <Down Arrow> keys move one record at a time.
    • <Page Up> and <Page Down> keys move one whole page at a time.
    • < End> moves to the very end of the file.
    • < Home> moves to the very beginning of the file.

 

Custom Grid


Custom Grid

Part Two: Custom Grid

TradeMax provides you a simple and flexible way to group the data and customize the appearance of data grid: you just need to drag and drop the column header with your mouse.

Let’s take an example:

  1. Select the TradeSimple in the Preset View
  2. Press the Group By Box, Field Chooser button on the View group box in the Trade tab. (refer to its function in Group By Panel notes )
  3. Display the following grid:In this grid, you will see:
  4. The Group By panel displays on the top of the data grid

    The Field Chooser box is floating on the data grid. In addition, the Field Chooser is used to set the fields which are dragged out of the grid header.

  5. Group the data and customize the grid
    1. To group the data by single column header (Symbol), you can drag and drop the column header Symbol to the Group By panel.The following grid displays:

      The column header Symbol is out of the data grid header and appeared in the Field Chooser box.

    2. To group the data by multiple columns (for example, group by Symbol first and then group by the TradeDate), following the first step, then you can drag the column header TradeDate to the Group By panel after the Symbol.The following grid displays:

    3. If you think there are too much columns in the grid, you can hide any one of them by drag it to the Field Chooser box. Under this situation, the data will not be grouped by that column. (This is different from the above Group By panel function). You can drag and drop it like the following:And you will get your desired grid like this:

      The column header Action appears in the Field Chooser box.

    4. If you want to drag the column header Symbol back to the grid header, you can follow the instruction like this:Then the following grid appears:

      Now, the data in the grid is grouped by Symbol first and then the TradeDate.

 

 

 

Ribbon Tabs


The Ribbon is designed to help you quickly find the tools and commands that you need to complete a task. Commands are organized in logical groups that are collected together under specific tabs.

Trade Tab

Basic Function
Actions Group Import Import trade history
Append Append a trade or a symbol
Edit Edit your trade records
Delete Delete selected trade records
Price Download lastest Price for a symbol
Market Download Exchange Market for a symbol
Scan Scan the status of transactions in the current data grid and the concerned trades will be highlighted in red or green:
1.Red records indicate the error transaction:1) A Sale to Close, a Buy to Cover, and Exercise, Assign, Expire or Journal Out as the first transaction for any symbol; 2) Sequence error; 3) Missing/Inconsistent Data fileds by using Qty, Price, Commission, Fees and Rate information.
2.Green records indicate the closed transactions which closed (A Sale to Close, a Buy to Cover ) all your holding open position.
Save Save the trade record (Keyboard Shortcuts: CTRL + S)
Clipboard Group Copy Copy selected trade records (Keyboard Shortcuts: CTRL + C)
Paste Paste selected trade records to specific field (Keyboard Shortcuts: CTRL + V)
Undo Undo the last action (Keyboard Shortcuts: CTRL +Z/ALT + Backspace)
Redo Redo the previously undo action (Keyboard Shortcuts: CTRL +Y)
View Group Group By Box Press the Group By Box button to activate the Group By panel which is at the top of the data grid.It allows grouping data by single or multiple columns. You can either set grid column(s) that will be used for grouping, or enable Group By Box where grouped columns may be dropped at runtime
Field Chooser Press the Field Chooser button to activate the Field Chooser box floating above the data grid.The built-in Filed Chooser provides a simple and efficient way to organize the grid layout: you can drag and drop the column header to the chooser from the grid header. You can also drag any required field from the chooser and drop it either on the grid header, or on the group box.
Outlook Bar Hide or display the Account List
Column Auto-Resize Allow TradeMax to automatically resize columns in the data grid.
Help Button Click it to get Help Document.( Keyboard Shortcuts: F1)

 

Calendar Tabs

Basic Function
Action  
Mode  
View  

 

 

 

Find Trades


With TradeMax, you can find and display specific trade records:

To display trades within data range in data grid:

  • Select the BeginDate/EndDate checkbox to activate this function
  • Type in the begindate/enddate manually or select it from the dropdown list

Learn more about: how to select the date

To display trade records by using the column header Filter:

  1. Click the icon next to the column header in the data grid (for example, column header Symbol)
  2. A Filter popup box will appear:

  3. Select the checkbox to select specific symbols. You can select the Select All checkbox to select or unselect all.
  4. Click OK

Trade Detail Report


Trade Detail Report – A report display all trade detail. This report lists each and every transaction as displayed in the grid. Additionally, the profit or loss can be grouped by ID, Symbol, or TradeDate.

Now, we will show you how to run a Trade Detail Report:

  1. Click the item Trade Detail Report, you will get the following
  2. You can group it buy different column header by choosing specific one in the Subtotel Field.

Trade grid


Trade Grid

Trade Grid (refer to the picture below) is the main part of the Trade window where users are able to view trade data and interact with their trades.

Part One: Overview of the Trade Grid

In this part, we will provide you the main function of each section.

Section 1: Preset View

TradeMax provides the frequently-used view for the data grid. You can select one from the Preset view’ dropdown list or skip it if you like.

Section 2: Group By Panel

Drag a column header here to group by that column.

Section 3: Time Range Filter

With Time Range Filter, you can filter the trades within a period. And you just need to select begin and end date.

Section 4: Data Grid

Data Grid is the main section where users are able to view and interact with their trades. This section used to illustrate how to get the specific data view in the data grid

 

Part Two: Custom Grid

In this part, we will provide you an example to show how to group the data and customize the grid.

 

 

 

Page 1 of 11

Copyright © 2008-2016 Neutral Trend Inc. All Rights Reserved.