Symbol |Form 8949 Capital Gain & Wash Sales calculator software

Edit Symbol


To apply changes to all trade records with the same symbol, TradeMax provides users Edit Symbol function.

With this function, users can edit Symbol Name, Underlying Stock, Type, Rate, Strike Price, Expire Date, Exchange Market, Rates.

Edit Symbol in the Trade Data View

  1. Click the Trade Data view in the Account List to go to the Trade Data View
  2. Click the row header to select the specific trade record
  3. Right-click the record and select the Trade Adjustment>Edit Symbol in the context menu
  4. The following dialog box will pop up:Learn more about: Symbol box parameter
  5. Edit specific parameter in the box and click OK. Pop up the following confirm box:
  6. Click on Yes to apply change to all trades or No to change the selected one only.

Edit Symbol in the Symbols View

  1. Click Symbols view under the Account List to go to the Symbol View
  2. Click the parameter cell to activate it and then edit it with you keyboard and mouse
  3. Pop up the following confirm box
  4. Click Yes to apply change to all trade records with the same symbol or No to change the selected one only.

Consolidate Symbol


Consolidate symbol function helps you to consolidate different ticker symbol name.

Different symbol will occur: 1) Trade data from different brokerages; 2) Corporate Action like merge; 3) Manually append trade mistakes.

Consolidate Symbol name in the Trade Grid View

  1. Click the Trade Data view in the Account List to go to the Trade Data View
  2. Click the row header to select the specific trade record
  3. Right-click the record and select the Trade Adjustment>Consolidate Symbol in the context menu
  4. The following dialog box will pop up:
  5. Press OK to pop up the following confirm box:
  6. Click Yes to complete the process or No to cancel it.

Consolidate Symbol name in the Symbols View

  1. Click Symbols view under the Account List to go to the Symbol View
  2. Click the row header to select the specific trade record
  3. Right-click the record and select the Consolidate Symbol in the context menu
  4. A dialog box Consolidate Symbol will pop up
  5. Press OK to pop up the following confirm box:
  6. Click Yes to complete the process or No to cancel it.

SummaryReport


SummaryReport – This valuable summary or aggregation of an entire ID or Symbol allows a user to see how one Symbol performed versus another.

Now, we will show you how to run a Summary Report:

Click the item Summary Report, you will get the following report:

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