Form 8949 Capital Gain & Wash Sales calculator software prepare your Schedule D for active investors.

Neutral Trend TradeMax® 2014

 

  • 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 - Records Corporate Events to track your trade history.
  • Multiple Currency Accounting - For active traders who trade in multiple currencies and need the cash balances and account value calculations for each currency.
  • Daily Graphical Reporting - Easy steps to generate Daily Account/Portfolio Value Chart Report or Mark to Market Gains & Losses Pie report for the purpose of better informed investments.
  • Support Form 8949 - A new tax form for reporting capital gains and losses from stocks, bonds, mutual funds and similar investments.
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Overview of Neutral Trend TradeMax® 2014


  • Designed for active traders to calculate their capital gain
    TradeMax® 2014, 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 from several accounts. It exports Schedule D form with larger than 3000 transactions which TurboTax can’t.

  • Multiple currency Accounting
    For active traders who traded in multiple currencies, totaling the cash balances and account value calculations must be a tough and tedious chore, TradeMax’s Multiple currency Accounting feature solves this dilemma based on the latest downloaded exchange rate, so that users can track the trade performance from instant to instant.

  • Average Basis Method for Mutual Fund
    With this feature, you can figure your gain or loss using an average basis only if you acquired the funds at various times and prices.

  • Comprehensive Import Module
    TradeMax 2014 supports more brokerage accounts than 2013, especially those popular brokers from which trade data can be directly imported. TradeMax also provides multiple easy and convenient options for users to import their trade data into TradeMax, users can either import trade data from local file or import directly from online brokers, or just copy the transaction history from the brokerage then paste to TradeMax’s clipboard

  • Support various reports
    As your transactions are imported, profit and loss of each trade is automatically calculated for the entire year. Neutral Trend's TradeMax® 2014 provides you with a powerful filter function to filter your trade dada. It also allows you to add more than 10 reports: Form 8949 Report, Schedule D-1(Form 1040), G/L Report, Trade Detail, WashSales Detail Report, Summary Report, Realized Gain/Loss Transaction Report, Unrealized Gain/Loss Transaction Report, Day trading Report, Cost Basis Transaction Report, Mark to Market(Form 4797) report.

  • Daily Graphical Reporting
    TradeMax 2014 provides users with easy steps to generate Daily Account/Portfolio Value Chart Report or Mark to Market Gains & Losses Pie report for the purpose of better investing , Daily Account Value chart report helps you to compare your current Account Value with other index(DowJones,S&P500) and analyze trade performance based on the detailed information on daily basis, while the Gains & Losses Pie reports give you a concise or summarized information about the gains or losses of selected securities during a specific fiscal year or a set time period.

  • Handle most wash sales easily
    Apart from capital gains calculation, TradeMax® 2014 also calculates several Wash Sale scenarios, including 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 investments, calculate Wash Sales and defer loss between different accounts by combining different accounts. TradeMax® 2013 generates Wash Sale Reports according to the wash sale rules defined by users.

  • Export Form 8949 Report and other Reports to ease tax filling
    Neutral Trend's TradeMax® 2014 allows user to generate capital gains/losses report for Form 8949 purpose or export *.txf file to popular tax software such as TaxCut, TurboTax or export taxact csv file to taxact online.

  • Record Corporate Events to track your trade history
    TradeMax® 2014 processes corporate events that affect cost basis or Capital Gains Tax for the Schedule D(Form 1040) and keeps 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 will provide them with the facility to conduct transactions more accurately and adjust their trade for tax purpose by maintaining the trade history.

  • Auto-Convert Foreign stock trade( Non-USD) to USD Currency
    As the transaction may be traded in foreign currency such as CAD,AUD,JPY, etc, TradeMax® 2013 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 investments.

  • Calendar Module
    With TradeMax calendar Module help transactions can be viewed by month or by week. This helps you to visualize when transactions occur each month.You can use Day View, Work Week View, Week View or Month View to check the transaction record for a certain period.

  • Portfolio Beta Calculator (This function only include in Deluxe,Premier Edition)
    Portfolio Beta module shows the risk-adjusted return of the portfolio and that of the index over one time period in the past.This module also includes options trading strategy evaluation function which can give you a graphic report on specific options spread trade strategies, specificallybutterflies, calendars, iron condors, and their adjustments

  • Auto-identify 21-character-new option symbol
    Options symbols, which are also known as the "OCC (Option Clearing Corporation) series key", have increased in length from 5 characters to 21 characters as part of a new industry standard format used in back-end operations. TradeMax supports auto-identification of the Strike Price and Expiration Date of the new 21-character-option symbols.

  • Support Types
    Stock, Stock option, Stock Future, Section 1256 Option, Section 1256 Future, Commodities, Fund, Currency


Monitor your Captial gain easily


  • Setup and Combine different accounts to monitor your capital gains
    Users can setup different investment type accounts among their entire family. Neutral Trend's TradeMax® 2014 tracks and categorizes trade data automatically. Users can view all their 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's 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 to 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 Form 8949,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's 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 the one hand, which helps you to 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, you 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 options, TradeMax® 2014 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 better investment through tracking the price history of the security you downloaded and generate unrealized gain/loss report.

Prepare Form 8949 & schedule D


  • Handle wash sales
    Neutral Trend TradeMax® 2014 properly Calculates various Wash Sale scenarios, including 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 methods and calculation difficulty levels, TradeMax® 2013 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's TradeMax® includes lots of preset profiles 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's 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 or TurboTax.

TradeMax supports importing data form the following brokers


The brokers who support import type OFX server, can get import trade history from online brokerage in a fast and easy manner.

With TradeMax’s Import Profile Wizard function help you can import csv,Excel files with unknown column header.

Column Header Import Type Link Detail
Ameritrade OFX Server ,CSV

http://www.tdameritrade.com/welcome1.html

Click Here

American Century Investment OFX Server ,CSV https://www.americancentury.com/index.jsp

Click Here

Ameriprise Financial service OFX Server ,CSV http://www.ameriprise.com/default-home.asp

Click Here

Brown Co OFX Server ,CSV https://us.etrade.com/e/t/home

Click Here

Edward Jones OFX Server ,CSV http://www.edwardjones.com/index.html

Click Here

Fidelity Investment OFX Server ,CSV https://www.fidelity.com/

Click Here

Fidelity Netbenefit OFX Server ,CSV https://www.fidelity.com/

Click Here

Penson Financial OFX Server,CSV https://online.penson.com/

Click Here

Schwab OFX Server ,CSV https://www.schwab.com/

Click Here

ScotTrade OFX Server ,CSV http://www.scottrade.com/

Click Here

BOA Investment OFX Server ,CSV www.baisidirect.com

Click Here

E-Trade OFX Server ,CSV https://us.etrade.com/

Click Here

Harrisdirect OFX Server ,CSV https://www4.harrisbank.com

Click Here

OptionsXpress OFX Server ,CSV http://www.optionsxpress.com/

Click Here

OppenheimerFunds OFX Server ,CSV http://www.opco.com/

Click Here

RBC Dain Rauscher OFX Server ,CSV http://www.rbcwm-usa.com

Click Here

Robert W. Baird OFX Server ,CSV http://www.rwbaird.com/

Click Here

Vanguard OFX Server ,CSV http://www.vanguard.com/

Click Here

Merrill Lynch OFX Server ,CSV http://www.ml.com/

Click Here

Morgen Stanley Smith Barney OFX Server ,CSV http://www.morganstanleysmithbarney.com/

Click Here

Morgen Stanley ClientServ OFX Server ,CSV https://www.morganstanleyclientserv.com/default.aspx?

Click Here

T.Rowe Price OFX Server ,CSV http://corporate.troweprice.com/

Click Here

UBS OFX Server ,CSV http://www.ubs.com/

Click Here

USAA OFX Server ,CSV https://www.usaa.com/inet/ent_logon/Logon

Click Here

Wells Fargo OFX Server ,CSV https://www.wellsfargo.com/

Click Here

Wells Fargo Funds OFX Server ,CSV http://www.wellsfargoadvantagefunds.com/

Click Here

Interactive Broker CSV, TXT, etc https://www.interactivebrokers.com/

Click Here

Tradestation Security CSV, TXT, etc http://www.tradestation.com

Click Here

TradeKing QFX, CSV, TXT, etc http://www.tradeking.com

Click Here

Assent LLC CSV, TXT, etc http://www.etgtrade.com/

Click Here

Bank of America CSV, TXT, etc http://www.baisidirect.com/

Click Here

eRegal Discount Security CSV, TXT, etc http://www.eregal.com/

Click Here

ETG LLC CSV, TXT, etc http://www.etgtrade.com/

Click Here

Folio FN CSV, TXT, etc https://www.foliofn.com/

Click Here

Goldman Sachs CSV, TXT, etc http://www2.goldmansachs.com/

Click Here

Investrade CSV, TXT, etc http://www.investrade.com/

Click Here

JPR Capital CSV, TXT, etc http://www.jprcapital.com/

Click Here

Lightspeed CSV, TXT, etc http://www.lightspeedtrading.com/

Click Here

Mastertrader CSV, TXT, etc http://online.penson.com/

Click Here

MB Trading CSV, TXT, etc http://online.penson.com/

Click Here

NinjaTrader CSV, XLS, etc http://www.ninjatrader.com

Click Here

Optionshouse CSV, TXT, etc http://www.optionshouse.com/

Click Here

SogoTrade CSV, TXT, etc http://www.sogotrade.com/

Click Here

Southwest Securities (SWS) CSV, TXT, etc http://swst.com/

Click Here

Spear, Leeds& Kellogg CSV, TXT, etc http://www.slk.com/

Click Here

Terra Nova Trading CSV, TXT, etc http://www.terranovatrading.com/

Click Here

Thinkorswim CSV, TXT, etc https://www.thinkorswim.com

Click Here

tradeMONSTER CSV, TXT, etc https://www.trademonster.com/

Click Here

UNX CSV, TXT, etc http://web.unx.com/

Click Here

Zecco CSV, TXT, etc http://www.zecco.com/

Click Here

Other Imports      
Excel or CSV,TXT XLS,CSV,TXT.etc File From your own computer(Profile Wizard) Click Here
Ofx format(*.ofx) *.ofx Ms-money or Your broker provide you ofx file  
Quicken(*qfx) QFX Log in to Quicken Software to download the data  
Quicken(*.qif) QIF Log in to Quicken Software to download the data  
MetaTrader(*.htm) DetailedStatement.htm Log in to MetaTrader Software to export the DetailedStatement html file Click Here

Screenshot of Neutral Trend TradeMax®

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Guarantees


This Neutral Trend TradeMax® is 100% clean, so you need not have any concerns about installing it on your computer.
TradeMax offers a 30 day money back guarantee subject to the following conditions: If we cannot resolve any problems you might encounter when using TradeMax to your satisfication, we will refund you the FULL purchase amount within the first 30 days of purchase.

We will not pass your details onto third parties.You will receive order confirmation and shipping information electronically immediately after ordering.
Awards
Why use TradeMax calcuate my Capital Gains & generate schedule-D

File Schedule-D from several accounts
Aggregates Multiple Accounts Trade Data. It allows you to combine your accounts from different brokers and also combine the accounts between you and your relatives

Multiple currency Accounting
For active traders who trade in multiple currencies!

Powerful Import Module
Supports every broker, known or unknown, as long as this broker provide a statement (qfx,ofx,qif,csv,xls)

Handles most wash sales easily
Calculates wash sales scenarios between identical securities (stocks and options) which most broker don't.

Graphical Reporting
Helps you analyze trade performance based on the detailed information on daily basis.

Q:My broker provides cost basis report with wash sale adjustment, why do I still need Trademax?
Reviews

By Capital-Gain.NET

It is a full featured tax software specifically designed for active investors or traders to manage their trade data maximize their capital gain/loss strategy, adjust wash sales, prepare their Schedule D,etc. Worth a try!

By Melinda G

I just got TradeMax, it is really amazing. Perfect importing, accurate washsale calculation and large quantity of records supported, one click to generate my Schedule D-1 report with thousands of trades, It is worths the price.

By Sam W

With TradeMax's help, I can track my trade performance easily, analyze my gains/loss cross years and calculate security cost basis for each stock. It really saves me a lot of time and helps me make better investments.. Worth trying!

By Kent H

As an investor who trades in foreign securities, reporting all those gain/loss on Schedule D is a tedious and tough job. TradeMax converts the foreign securities cost basis into USD figures, so that I can estimate gain/loss on USD cost basis. I believe TradeMax is a good buy for the traders like me, and I recommend it highly.

By Clayton J

I really do like your program. I believe I have a much better understanding of your software now and will be highly recommending it to my client. He purchased another accounting software and not only do I not like it, but it does not even come close to having the flexibility that yours does. Yours is a much better program.

By Stephen G

I have recently downloaded your software and I am impressed with it. It's really very good. I believe there will be many people who will like it.

By Benson S

It is a good program, nice GUI and works well for what it is designed to do. TradeMax calculates everything related to a security wash (long, shorts, put, calls, etc). These features would be very helpful.

By Dave H

To 'TradeMax Support Team' : I applied the fixes, Numbers balance to the penny now. This repair service was superb. You folks are fantastic. Thanks again.

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