Delete |Form 8949 Capital Gain & Wash Sales calculator software

Security View


Security View helps you manage symbols after you import trade into TradeMax.


Screen Shot

Basic Function
1. Security Panel Security Panel is designed to help you quickly manage symbols.
2. Security Grid Security Grid is the main section where users are able to manage their symbols after they import their trades into TradeMax.
3. Security Tree The Security List is designed to help you quickly find symbols. There are ten Symbol types:

  1. Stock
  2. STK Call Option=Stock Call Option
  3. STK Put Option=Stock Put Option
  4. STK Future=Stock Future
  5. Fund
  6. Commodities
  7. Currency
  8. Sect.1256 Future=Section.1256 Future
  9. Sect.1256 Call Option=Section.1256 Call Option
  10. Sect.1256 Put Option=Section.1256 Put Option
If you select the Security in the Security Panel or Quick Access Panel,you will get the Security List (similar to the picture above). Symbols are organized in logical groups that are collected together under tabs.
4. Group By Panel Drag a column header here to group by that column.
5. Quick Access Bar Click one alphabet button to go to the specific trades beginning with the specific alphabet.

Security Panel

Security Panel is designed to help you quickly manage symbols.

Basic Function
Actions Group Append Append a symbol
Edit Edit your symbol records
Delete Delete selected symbol records
Price Download the price historical data of the security .
Market Download Exchange Market for a symbol
Save Save the symbol record (Keyboard Shortcuts: CTRL + S)
Clipboard Group 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 Security List
Column Auto-Resize Allow TradeMax to automatically resize columns in the data grid.
Help Button Click Help Button to get Help Document.( Keyboard Shortcuts: F1)

Delete an 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.

Delete Trades


If you find duplicated records in the data grid, TradeMax allows you to delete them with just a few clicks, as follows:

  1. Select the records you want to delete in the Grid
    Learn more about: How to select trade records
  2. Press the Delete button in the Trade Tab
    -OR-

  1. Select the records you want to edit in the Grid
    Learn more about: How to select trade records
  2. Right-click the selected records and select the Trade Delete from its context menu

Delete a View


TradeMax allows you to delete view easily.

Right-click on a specific view (for example, Jones & Rachel) under the broker tree and select Delete View function in the context menu to delete the view

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