Handle your wash sales and generator your Schedule D

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

With TradeMax, you can,

• Edit a specific trade record
• Edit multiple trade records at one time

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

Now the Function Custom View was 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 the specific item (e.g FY 2008 under the Account ScotTrade Jones) and select Add View> Custom.



2. The following dialog box pop-up:



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	Used to custom the condition which allow TradeMax to filter the Trade data more flexiblly.
4. Button	Click Button to pop up Expression Dilalog Box belowhttp://www.itrademax.com
5. Button	Click Button to delete the selected Expression data.
6. Notes	Note the trade view

3. 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.



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

4. Each filter is comprised of one or more “conditions”. After selecting, the condition List will appear the conditions you selected or input in Expression Dialog box.
5. 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.



6. Click OK to continue or Cancel to cancel the process.