Handle your wash sales and generator your Schedule D

The following Tutorials helps the beginners know better about TradeMax’s various modules and operate TradeMax more freely.

We suggest that you begin with Quick Start to take a quick view of TradeMax’s powerful function.

• Quick Start
• Overview - The key features of TradeMax
• User Interface - The overview of three views of TradeMax
  • Trade View - The detailed introduction of Trade View
  • Security View - The detailed introduction of Security View
  • Forex Rate View - The detailed introduction of Forex Rate View
• Detailed Instruction -
  How to operate TradeMax under different modules.
  • Setup a New Account - This tutorial show you how to setup a new account, combine different accounts into one, edit and delete the existed account.
  • Enter Previous Year Holding Position - Show you how to display Holding Position, and
    view End of tax year for the next tax year
  • Import Trade History - This tutorial will tell you how to import the trade data into TradeMax and append a trade.
  • Adjust trades
    • Corperate Event Recording-1 - Show you how to Split Trade, Merge Trade and Spinoff Trade
    • Corperate Event Recording-2 - Record the following events: Inc-Income(Div,Int,etc), Reinvest-Income Reinvested, Shares Added to Account/ Remove from an Account.
    • Deposit into Account/Withdraw from Account - Tell you how to Deposit the capital into Account and Withdraw from Account
    • Corperate Event Recording-3 - How to record Return of Capital and Div paid on ShortSales
    • Trades Adjustment - How to Combine, Match your trades and Edit, Consolidate the symbol.
  • Adjust Option - Show you how to Expire, Assign, Exercise your options.
  • Add View - The tutorial tell you how to add a preset view, custom and delete the view.
  • Backup and Restore - This tutorial show you how to backup and restore the trade data.
  • Run Reports - Show you how to run reports.

Trade Max allows you to undo the last action and redo the previously undo action.

There are the following ways:

1. Click the icon in the Quick Access Toolbar -OR-
2. Click the Undo or Redo icon in the Trade Tab

   -OR-

3. Right-click the data grid and select the trade undo or redo function from its context menu:

   -OR-

4. Use the keybord shortcut to complete the job.
   

   Undo	Undo the last action (Keyboard Shortcuts: CTRL +Z/ALT + Backspace)
   Redo	Redo the previously undo action (Keyboard Shortcuts: CTRL +Y)