Trade grid |Form 8949 Capital Gain & Wash Sales calculator software

Trade Grid

Trade Grid (refer to the picture below) is the main part of the Trade window where users are able to view trade data and interact with their trades.

Part One: Overview of the Trade Grid

In this part, we will provide you the main function of each section.

Section 1: Preset View

TradeMax provides the frequently-used view for the data grid. You can select one from the Preset view’ dropdown list or skip it if you like.

Section 2: Group By Panel

Drag a column header here to group by that column.

Section 3: Time Range Filter

With Time Range Filter, you can filter the trades within a period. And you just need to select begin and end date.

Section 4: Data Grid

Data Grid is the main section where users are able to view and interact with their trades. This section used to illustrate how to get the specific data view in the data grid

 

Part Two: Custom Grid

In this part, we will provide you an example to show how to group the data and customize the grid.