Now the Function Custom View has been designed to give users additional control over the display of trade data on the grid, Besides this, With it you can

  • Combine Different Accounts
  • Find trades with specific symbol, amount, etc.
  • Display all open position.
  • Find multi-legs data more flexibly
  • Run reports containing customized data.

The following will demonstrate how this function works.

  1. Right click on the specific item (e.g FY 2008 under the Account ScotTrade Jones) and select Add View> Custom.
  2. The following dialog box will pop-up:
  3. Basic Function
    1.Name
    Enter the Name of the trade view ( e.g ABC )
    2. Account Field
    Used the Arrow to select specific accounts.

    The Selected account(s) list the accounts selected.

    3. Condition List Use to customize the condition which allows TradeMax to filter the Trade data with more flexibility.
    4. Button
    Click Button to get the pop up Expression Dilalog Box below
    5. Button Click Button to delete the selected Expression data.
    6. Notes
    Notes for the trade view
  4. After you click button, the Expression Dialog Box appears as below:
    • Select the Parameter from the Trade field .
    • Select the Relation from the Relation field.
    • Enter the Value to the Value field.
  5. Basic Function
    1.Symbol
    The security name
    2. TickerMatch
    The strike price of the underlying stock in the option or future
    3. Type Security type. For instance, stocks and mutual funds, options on stocks, Single-Stock-Futures, futures, currencies etc.
    4. Date
    The Trade date of specific security
    5. Action Action name in TradeMax.

    Open Long — Buy Stock/Option to Open a Long position
    Close Long — Sell Stock/Option to Close a Long position
    Open Short — Buy Stock/Option to Close a Short position
    Close Short — Sell Stock/Option to Open a Short position

    6. Quantity Number of shares
    7. SPrice Security price
    8. OComm Original Commission
    9. O Amt
    Original Amount
  6. Each filter is comprised of one or more “conditions”. After selection, the condition List will display the conditions you selected or entered in Expression Dialog box.
  7. The default root is “And”.   To change the default root, right click AND.   A dropdown menu will appear.
    • And : Select And option to display specific expression.
    • Or: Select Or option to allow more expressions to be displayed in specific view (e.g ABC)
    • Add Expression: Click Add Expression to add another Expression.
    • Delete: Select Delete option to delete the selected expression.
  8. Click OK to continue or Cancel to cancel the process.