trade |Form 8949 Capital Gain & Wash Sales calculator software

Display Holding Positions


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

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.

Add View


Trade Max provides you with powerful functions to filter your trade by adding different views. You just need to right-click on a specific item in the Account List and select the Add View function in the context menu.

You can

Move Up and Down


TradeMax allows you to adjust the sequence of the transaction records traded on the same day by moving up or moving down the transaction records.

  1. Select two transaction records you want to move.
  2. There are two ways to adjust the sequence of the records.
    • Click the UP or Down button in trade panel.
    • Right click the selected records, and then select Trade Adjustment>Move Up/ Move Down from context menu.
  3. The transaction records will be moved up or moved down.

Note:

1. If there are only two records traded on same day, the right menu only appears Move Down while Trade Panel only displays Down.

2. There are three or more transactions traded on same day.  The record which is located at neither the first nor the last can be moved up or down.

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