trade account |Form 8949 Capital Gain & Wash Sales calculator software

Download Data from JPR Capital


To download data file from JPR Capital:

  1. Login your JPR Capital trading account.
  2. Click Accounts > History
  3. Manually enter the desired time range then click Refresh History.
  4. Select the entire page or the report table.

    Please make sure you select the field name header line.

  5. Copy and paste the report table into a Excel Document and save as XLS file.

  6. Run TradeMax to import trade activity data from local file. Click Next Button
  7. In Profile Name Dropdown list,please select Profile Wizard(*.xls).

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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