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editor's review

Neutral Trend TradeMax Basic Edition, a Vista style trade software, has been particularly designed to cater the needs of active investors and traders. With the help of this innovative software, both traders and investors can efficiently prepare their Schedule D or Mark-to-Market form, optimize gain/loss strategy, apart from managing their respective trade data.

There are several novel features of this software including multiple currency accounting, trade performance analysis, and intelligent option cost basis adjustment function. Other benefits of Neutral Trend TradeMax Basic Edition include trade data tracking, recording various corporate events such as stock splits, stock merge, spinoff, and symbol changes.

Further, TradeMax enables investors and traders to customize their formats with the help of its flexible format reorganization algorithm feature. Moreover, TradeMax is also capable of calculating several Wash sale scenarios including Wash Sale between identical securities (stocks and options), Wash Sales on an unequal number of securities, and Wash Sales on same day rule.

TradeMax can make your tax preparation extremely easy as it is sufficiently capable of detecting short transactions and automatically calculating Wash Sales. The newly introduced software also allows you to generate capital gains/losses report.
The software can be easily installed on your system having PIII processor and 256MB RAM. You can also download the software for free for performing a maximum of 200 records per annum.
Version reviewed: 3.5.20101209 Date: 02:46:50 PM, Wednesday, Dec 22, 2010

windows default iconNeutral Trend TradeMax Basic Edition Publisher's description

TradeMax Calculate Captial Gain,Wash Sales & Complete Schedule-D

Neutral Trend TradeMax Basic Edition is a full featured Vista style trade software specifically designed for active traders and investors to manage their trade data, optimize their gain/loss strategy, and prepare their Schedule D or Mark-to-Market Form(4797).

The new features of TradeMax include
1.) Track your trades: You can setup different investment type accounts among whole family and manage trade data over years. TradeMax tracks and categorizes trade data and security price automatically. You can view all investment accounts in one place.
2.) Comprehensive Corporate Events Module : Recording various corporate events, such as stock splits, stock merge, spinoff and symbol changes
3.) Powerful importing module: TradeMax has pre-defined profiles support most brokers. TradeMax also provides a flexible format reorganization algorithm which allows you to customize your own format.
4.) Intelligent Option Cost Basis Adjustment Function: Auto- detecting Assigned, exercised and expired option, also defers cost to corresponding shares with its Option Adjustment function.
5.) Handle Wash Sales: TradeMax calculates various Wash Sale scenarios, include but are not limited to, Wash Sale between identical securities (stocks and options), Wash Sales on an unequal number of securities and Wash Sales on Same Day Rule.
6.) Simplify tax preparation: TradeMax can detected short transactions and calculates Wash Sales automatically. You can generate Capital gains/losses report for Schedule D purpose or export *.txf file to popular tax software such as TaxCut, TurboTax.
7.) Analyze your trading performance: You can analyze your trading performance easily with the help of WashSales Detail Report,Summary Report, Transaction Report and Daily Market Value Report.
8.) 8.) Multiple currency Accounting: For active traders who traded in multiple currencies,calculate the cash balance & account value & Portfolio Value

limited to 200 total records per year

What's New in This Release:

Calculate Captial Gain,Wash Sales & Complete Schedule-D

System Requirements:

PIII processor and above, 256MB RAM
Program Release Status: Minor Update
Program Install Support: Install and Uninstall

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