hard drive |Form 8949 Capital Gain & Wash Sales calculator software

Download Your Data File


TradeMax provides you a powerful way to import your data file from your hard drive. You should download your data from your online broker or export it from Microsoft Money or Quicken etc.

  1. You can directly download your data from your online broker. The process is:
    1. Log in to your online Broker’s web site and go to the Account History Section.
    2. Find the Data file option (*.txt,*.qif, *.csv,*.xls).
    3. Select a Time Period for your data file (for example, Start “1/1/2008”, End “12/31/2008”).
    4. Click the download button.
    5. Download the file to your hard drive. Save it to “C:\My Documents\TradeMax”.
  2. You can also copy the data file from your online broker’s website. The process is:
    1. Log in to your online Broker’s web site and go to the Account History Section.
    2. Find the Data file option(*.txt,*.qif, *.csv).
    3. Select a Time Period for your data file (for example, Start “1/1/2008”, End “12/31/2008”).
    4. Display the data file
    5. Select and copy the data file just like the Microsoft excel and past it to a NotePad.
    6. Save it to “C:\My Documents\TradeMax”.
  3. Export from an acceptable program like Microsoft Money or Quicken; just follow the program’s HELP. Qif format file ,ofx format file and Excel format are supported by TradeMax.

Note:

If your online broker does not support any of the above formats, please contact them asking for the possible data file such as CSV file, a text file (tab delimited) or a QIF file

Download Data From Folio FN


To download data file from FolioFN:

  1. Log into FolioFN trading account.
  2. Go to the Download Center.
  3. Select the desired year of the data and click Download File
  4. Select a date range for your trade history and click Download Now.
  5. Click save button.
  6. Run TradeMax to import trade activity data from local file.
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