Filter |Form 8949 Capital Gain & Wash Sales calculator software

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

Add View


Trade Max provides you with powerful functions to filter your trade by adding different views. You just need to right-click on a specific item in the Account List and select the Add View function in the context menu.

You can

Custom View


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.

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.

 

 

 

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