Soft82.com » Windows » Business » Business Finance » Neutral Trend TradeMax Basic Edition 3.5.2011.0324

View screenshots

Neutral Trend TradeMax Basic Edition Description

Designed for active investors to manage their trade data, maximize their gain/loss strategy, prepare

Why choose Neutral Trend TradeMax

* Designed for active traders to calculate their capital gain
TradeMax, designed for active trader for its great capacity to support unlimited number of trades, also breezes normal traders with its function to auto-generate Schedule D. It exports Schedule D form with larger than 3000 transactions which TurboTax 2009 can’t.

* Support individual account view and combined account view
Neutral Trend TradeMax has a powerful importing module which supports most broker and data file. You also can setup different accounts to set the data file from different brokers and people to calculate your capital gains, combining different accounts into a new view is also supported.

* Support various reports (Enhanced!)
As your transactions are imported, profit and loss of each trade is automatically calculated for the entire year. Neutral Trend TradeMax provides user with a powerful filter function to filter your trade dada.
It also allows user to add more than 10 reports: Schedule D-1, G/L Report, Trade Detail, WashSales Detail Report, Summary Report, Realized Gain/Loss Transaction Report, Unrealized Gain/Loss Transaction Report, Cost Basis Transaction Report, 1099 Reconciliation report, Mark to Market(Form 4797) report.

* Handle most wash sales easily (Enhanced!)
Apart from capital gains calculation, Neutral Trend TradeMax calculates several 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 Sale on Same Day Rule. User also can monitor specific investment, calculate Wash Sales and defer loss between different accounts by combining different accounts. Neutral Trend TradeMax generates Wash Sale Reports according to the wash sale rules defined by users.

* Export Schedule D Report and other Reports to ease tax filling
Neutral Trend TradeMax allows user to generate capital gains/losses report for Schedule D purpose or export *.txf file to popular tax software such as TaxCut, TurboTax.

* Record Corporate Events to track your trade history (New!)
TradeMax processes corporate events that affect cost basis or Capital Gains Tax for the Schedule D and keep track of cost basis adjustments due to corporate actions like splits, spin-offs, and mergers. By using this feature, investors can view all of their transactions that have occurred in this particular symbol such as Return of capital, Reinvested Income and Dividend paid on Short Sales which provide you with the facility to conduct transactions more accurately and adjust your trade for tax purpose by maintaining the trade history.

* Auto-Convert Foreign stock trade( Non-USD) to USD Currency (New!)
As the transaction may be traded in foreign currency such as CAD,AUD,JPY, etc, TradeMax auto-converts Non-USD transactions and foreign account into USD trade or account according to the forex rates you downloaded from the internet. Downloading a specific period of the Forex Rates between USD VS other currency helps you make better investment.

Features:

Monitor your captial gain easily

* Setup and Combine different accounts to monitor your capital gains
Users can setup different investment type accounts among whole family. Neutral Trend TradeMax tracks and categorizes trade data automatically. Users can view all investment accounts in one place. Combine two or more accounts to one to manage your trades and monitor your realized/unrealized gains & losses for current positions.
* Customize your view to manage your trade and capital gains
Neutral Trend TradeMax provides you the Add View function to customize your own data view to track your trade and monitor realized/unrealized gains & losses for current positions.
* Filter the specific data to monitor the capital gains
You can use the time filter function to track the trade data and monitor the capital gains in specific time range.
You can also use the column header filter function to filter the trade data and monitor realized/unrealized gains & losses for current positions.
* Run different reports to monitor your capital gains
You can analyze your trading performance easily with the help of Schedule D-1, G/L Report, Trade Detail, Wash Sales Detail Report, Summary Report, Realized Gain/Loss Transaction Report, Unrealized Gain/Loss Transaction Report, Cost Basis Transaction Report, and reconcile your data with the 1099 reference report. These reports all contain the part gains & losses used to monitor your capital gains. Neutral Trend TradeMax also allows you to export these reports to PDF, EXCEL, WORD or TEXT files.

Track your trade

* Comprehensive Corporate Events Module (New!)
Recording various corporate events, on one hand, which helps you maintain your trading history in the event of corporate actions such as stock splits, stock merge, spinoff and symbol changes, expand the portfolios and enable you to cross-reinvest income from any investment: on the other hand, users can better adjust the cost basis of the stock by that amount and track incomes, expenses, credits, debts and banks transactions.
* Intelligent Option Cost Basis Adjustment Function (New!)
Auto- detecting Assigned, exercised and expired option, TradeMax also defers cost to corresponding shares with its Option Adjustment function.
* Powerful Forex Rates Wizard (New!)
Auto-convert the transactions under Non-USD currency into USD figures using downloaded Forex Rates through its powerful forex Rates Module.
* Price History Module (New!)
Help you make more favorable and correct investment through tracking the price history of the security you downloaded and generate unrealized gain/loss report.

Prepare schedule D

* Handle wash sales
Neutral Trend TradeMax properly 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. According to different wash sale calculation method and calculation difficulty level, TradeMax provides calculation rule with Low-to-high levels applying to different capital losses and generates your reports based on the selected wash sale calculation rule.
* Powerful importing module
Neutral Trend TradeMax includes lots of preset profile to support most brokers. Users can import data file with the following type extension: *.csv, *.txt, *.xls, *.qif, *ofx, *.qfx, *tlf., *tdf . TradeMax also provides a flexible format reorganization algorithm which allows users to customize their own format.
* Multiple transaction lot matching methods
Neutral Trend TradeMax uses strict "First In, First Out" (FIFO) trade matching as a default method.
TradeMax also allows you to "Force-Match" specific trade transactions into particular tax lot.
* Simplify tax preparation
Neutral Trend TradeMax can assign short trades and convert short / long position, and calculates Wash Sales automatically. You can generate captial gains/losses report for Schedule D purpose or export *.txf file to popular tax software such as TaxCut, TurboTax.

Neutral Trend TradeMax Basic Edition Version History

Neutral Trend TradeMax Basic Edition Download Button For Your Site

If you want to place a Download Button for Neutral Trend TradeMax Basic Edition on your website just insert the following code:

If you want a Link to this page you can use one of the logos bellow:

Neutral Trend TradeMax Basic Edition User Reviews

New Business Finance Software

Nifty Stats May 25, 2012 Automatically in regular intervals downloads the stats from your affiliate programs				Xyzo Equity Win May 23, 2012 A tool closing all trades on an account on all markets automatically when equity reaches a
Yapbam Portable May 23, 2012 A personal bank account manager				RealtyJuggler Real Estate Flyers May 22, 2012 RealtyJuggler Real Estate Flyers for Realtor and other real-estate professionals
Cash And The City May 21, 2012 Tracking actual incomes and expenses				TAdvCardList May 21, 2012 Highly customizable & flexible editable DB-aware and non DB-aware card list
StockTicker7 May 21, 2012 Stay on Top of the Market with Stock Ticker				Donarius May 21, 2012 The easy way to keep track of members, contributions and pledges for your church
Lucid Reserve Study May 21, 2012 Generate 30-year HOA Reserve Study Reports. Determine if HOA fees can be lowered				Money Manager Ex May 21, 2012 Cross-platform, easy-to-use personal finance software
FastMaint Standard May 17, 2012 Unplanned & Preventive Maintenance Management software				Simply Orders, Starter Edition May 17, 2012 Simply Orders: Starter Edition - MS Access Order and Invoice Database
YourMoneyGuard Portable May 17, 2012 Personal finance software for managing and organize your finances				Crave Invoice Pro May 15, 2012 Easy Invoicing and Inventory Tracking Software for your Business
Double Entry Accounting May 15, 2012 Pure double entry accounting system, enter in up to twenty million entries				Crave Invoice Enterprise May 15, 2012 Invoicing / Billing Software for your Business
Adeptia ETL Suite May 15, 2012 A comprehensive solution that provides a powerful data conversion capability				Asset Tracking Manager Enterprise May 15, 2012 Track your assets and inventory with Asset Tracking Manager
Flip Printer May 14, 2012 Print any document to flash flip book				PowerShrink May 11, 2012 Compress your Microsoft Office files up to 98% and save storage, time and money

Last 7 Days Most Downloaded Business Finance Products

OrangeHRM 26 downloads OrangeHRM offers a flexible and easy to use solution for small and medium sized companies				Free POS Software 21 downloads Free POS Software is a modern POS (Point of Sale) software package.
Computer Management Software 20 downloads Software have powerful database for managing computer hardware and software.				One Clicker 18 downloads Tool for the Metatrader
ELD Easy Language Documents Decrypt 15 downloads Decompiler / Decrypt ELD Documents for Tradestation				Inventoria Free Stock Control Software 15 downloads Manage stock, procurements and reporting
Accounting Bookkeeping Software 15 downloads Accounting bookkeeping software records all billing details with exact date				Quick Healing 13 downloads If you suffer from anxiety and/or panic attacks, try Quick Healing today to get.
QlikView Enterprise 12 downloads QlikView is a complete software suite for business analysis and reporting.				Free Hotel Software 10 downloads Free Hotel Software - Genuine Free Software for hotels and motels

All Time Most Downloaded Business Finance Products

OrangeHRM 1,591 downloads OrangeHRM offers a flexible and easy to use solution for small and medium sized companies				Free POS Software 6,128 downloads Free POS Software is a modern POS (Point of Sale) software package.
Computer Management Software 6,996 downloads Software have powerful database for managing computer hardware and software.				One Clicker 5,059 downloads Tool for the Metatrader
ELD Easy Language Documents Decrypt 1,603 downloads Decompiler / Decrypt ELD Documents for Tradestation				Inventoria Free Stock Control Software 1,084 downloads Manage stock, procurements and reporting
Accounting Bookkeeping Software 3,821 downloads Accounting bookkeeping software records all billing details with exact date				Quick Healing 9,262 downloads If you suffer from anxiety and/or panic attacks, try Quick Healing today to get.
QlikView Enterprise 2,690 downloads QlikView is a complete software suite for business analysis and reporting.				Free Hotel Software 3,555 downloads Free Hotel Software - Genuine Free Software for hotels and motels