Soft82.com » Windows » Business » Business Finance » Neutral Trend TradeMax Premier Edition 3.5.2011.0211

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Neutral Trend TradeMax Premier Edition Description

Capital Gain & Wash Sales calculator software prepare your Schedule D for active investors

Intelligent Option Cost Basis Adjustment Function - Auto- detecting Assigned, exercised and expired option, also defers cost to corresponding shares with its Option Adjustment function.
Comprehensive Corporate Events Module - Record Corporate Events to track your trade history.
Powerful Forex Rates Wizard - Auto-convert the transactions under Non-USD currency into USD figures using downloaded Forex Rates through its powerful forex Rates Module.
Price History Module - tracking the price history of the security you downloaded and generate unrealized gain/loss report.

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. 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
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
Auto- detecting Assigned, exercised and expired option, TradeMax also defers cost to corresponding shares with its Option Adjustment function.
* Powerful Forex Rates Wizard
Auto-convert the transactions under Non-USD currency into USD figures using downloaded Forex Rates through its powerful forex Rates Module.
* Price History Module
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 TradeMax1 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.
* Simplify tax preparation
Neutral Trend TradeMax 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 Premier Edition Limitations

30 days trial

Neutral Trend TradeMax Premier Edition Version History

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Neutral Trend TradeMax Premier Edition User Reviews

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