Symbols grid will automatically display relationship between an option and a stock after you import your trades into TradeMax.

Click the Security in the Security Panel.

e.g.: Choose Symbol> Stock on the Security list.

The Symbol grid shows below:

Basic Function
1. Group By Box Drag a column header here to group by that column
2.Symbol Grid Symbol Grid is the main section where users are able to view their symbols
3. Quick Access Bar Click one alphabet button to go to the specific trades beginning with the specific alphabet.

Under the Symbol, you can also do the following if needed.
Append a Symbol

  • Click Append button in Security Panel
  • A popup dialog box allows you to record Symbol below:

    Option Basic Function
    Symbol Name Enter the symbol’s name
    Underlying Stock Enter your underlying stock‘s name of the symbol. If it is not an option, you can skip this field.
    Rate An option has a 100 “Rate” which means an option contract is for 100 shares of the underlying stock.
    Type From the Type dropdown list select the type of the financial product.
    Strike Price Only available when the symbol is an option or future.
    Expire Date Only available when the symbol is an option or future.
    Exchange Market Enter the exchange market where you bought the financial product. For instance, NASDAQ
    Notes Any information of the product.

    There are 10 kinds of Symbol types: Stock, Stock Call Option, Stock Put Option, Stock Future, Fund, Commodities, Currency, Section.1256 Future, Section.1256 Call Option, Section.1256 Put Option.