save file |Form 8949 Capital Gain & Wash Sales calculator software

Restore a Backup File


To restore a backup file, follow these steps:

Step 1: Run the TradeMax and go to Account.

Stpe 2: Choose Restore button on the Trade Tab, a dialog box will pop up.

Step 3: The popup dialog box allows you to enter the Restore information.

Function

color=##000099 >Description
Save file

Click the browse to select the back up folder and file name.

Password Password for back up file.
Import Account If the account you want to import doesn’t exist, select the Import Account checkbox. New Account will be automatically added.

Click thebutton to continue the restore process.

Step 4: Match account.Import the data file from Account In File into Account In Program.

Function

Desciption
Account In File

Account list in backup file.

Account In Program Import Account list.

If you want to import Account in File: AB Watley(see person) into Account in Program: Score Trade Jones:

1. Select Score Trade Jones from the dropdown list under Account In Program to match. If Import Account not exist, select Ignore to match.

2. Click thebutton to continue the restore process.

Step 5: Trade Record Preview dialog box will pop up.

1. Review all the data in Trade Record Preview dialog box.

2. Drag the scrollbar to the right to confirm the import data (Default is: Import All).If not import, uncheck the check box.

3. Click the button to complete the restore process.

Download Data from Investrade


The following steps will show you how to download data from Investrade.

  1. Login your Investrade trade account.
  2. Click Account Information > Activity.
  3. Select Trades from the “Activity Type” drop down box.

  4. Unselect Current check box , then set a specific time range.
  5. Your Trade History report will display, the report should contain the right columns as shown below:

    Account Type | Trade Date | Settle Date | Exec Time | Trade Number | CUSIP/Symbol | ISIN | Description | Buy/Sell | Qy | Price | Principal Amt | Comm | Other Comm | Net Amount | Curr

  6. Click Download Data icon

  7. Select Delimited text file and Comma delimited and then click the Download now button

  8. Click the Save button.
  9. Click Save button in Save In drop down dialog box.
  10. Run TradeMax and setup an Investrade account to import trade activity data from local file.
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