Edit |Form 8949 Capital Gain & Wash Sales calculator software

Download Data from Assent LLC


To download data file from Assent LLC:

  1. Log into your Assent LLC account.
  2. Select Customer Accounts then click Clearance Activity
  3. Select your account from the drop-down-list and enter a date , then click the Clearance Activity button:
  4. A web based html trade report will be generated,You can select trade data in the HTML table with column header.
  5. Copy the report data to a Excel document and save it as XLS file.
  6. Run TradeMax , Select Assent Account to import trade activity data from local file. Click the Next Button
  7. In Profile Name Dropdown list,Please select Profile Wizard(*.xls).

Edit an Account


TradeMax also allows you to edit an existing account with the following instruction:

  1. Right-click the account you want to edit (for example, ScoreTrade Jones) and select the Edit Account from its context menu:
  2. A pop-up window will appears:
  3. Edit the information. This box is almost the same as the box in the setup a new account, and you can learn more in the setup a new account.

Edit Trades


TradeMax allows you to edit your trade record by editing the parameters of the record. It is so easy, just like you edit a record in any other spreadsheet applications.

With TradeMax, you can,

Note: The multiple trade records should have the same editing parameter

Now we provide you a step by step wizard as follows:

  • Edit a specific trade record

    1. Click trade record row heading to select the specific trade record
    2. Click the parameter cell to activate it and then edit it with you keyboard and mouse

      -OR-

    1. Click trade record row heading to select the specific trade record
    2. Press the Edit button in the Trade Tab or right-click the selected record and select the Trade Edit from its context menu
    3. A dialog box will popup:
    4. Edit the Parameter you want to change and press OK to complete the process

  • Edit multiple trade records at one time

    1. Select the records you want to edit in the Grid
      Learn more about: How to select trade records
    2. Press the Edit button in the Trade Tab or right-click the selected records and select the Trade Edit from its context menu
    3. A dialog box popup:
    4. Edit the Parameter you want to change and press OK to complete the process
    5. Then the multiple records will have the same edited Parameter

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.
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