The main function of symbol grid is to show you the relationship between a option and a stock. It will display relationship automatically after you import your trades into TradeMax. In addition, you can also append a specific symbol as you wish.

Click the item Symbols under the Account List on the left of the main windows, the grid below shows:

Basic Function
1. Group By Box Drag a column deaders here to group by that column
2.Symbol Grid Symbol Grid is the main section where users are able to view and interact with 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 it needs.

    • Click Append button in Trade tab
    • A popup dialog box allows you to record Symbol below:
      Option Basic Function
      Symbol Name Type in symbol’s name
      Underlying Stock Type in 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 its dropdown list to 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 Type in the exchange market where you bought the financial product. For instance,NASDAQ
      Notes Any information of the product.
  1. Append a Symbol