Handle your wash sales and generator your Schedule D

To display your holding positions in a specific date:

1. Click My Holdings under the Account List
2. A Position box will pop up

   

3. Select your position holding date

   Learn more about: How to select a date

4. Click OK to display the holding positions

   
   
   The positions contains two parts: Open Position and WashSale Defer Position

   Learn more about: Open Long, Open Short

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,

• 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

If you find duplicated records in the data grid, TradeMax allows you to delete them with just a few clicks, as follows:

1. Select the records you want to delete in the Grid
   Learn more about: How to select trade records
2. Press the Delete button in the Trade Tab

-OR-
1. Select the records you want to edit in the Grid
   Learn more about: How to select trade records
2. Right-click the selected records and select the Trade Delete from its context menu