Why choose Neutral Trend TradeMax® 2010
- Designed for active traders to calculate their capital
gain
TradeMax® 2010, 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® 2010 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®2010
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(Form 1040), 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® 2010
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® 2010 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® 2010 allows user to generate capital gains/losses
report for Schedule D(Form 1040) purpose or export *.txf file to
popular tax software such as TaxCut, TurboTax.
- Record Corporate Events to track your
trade history (New!)
TradeMax? 2010 processes corporate events that affect cost basis
or Capital Gains Tax for the Schedule D(Form 1040) 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® 2010 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.
- Support Types (Enhanced!)
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 whole family. Neutral Trend TradeMax® 2010 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® 2010 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® 2010 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®2010 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.
System Requirements and Limitations:
System Requirement:

Pentium
3 (or higher) with 256 MB RAM

Windows
98, Windows NT 4.0, Windows ME, Windows 2000, Windows XP or Windows
Vista

Internet
connection, DSL/Cable connection greatly improves performance of importing
Limitations:

A free trial version that is limited to only thirty days
trial period

A free trial version can only generate report from data
range 1/1 to 6/30 and can't export to PDF and EXCEL File
Screenshot of Neutral Trend TradeMax?
Guarantees
 |
This Neutral Trend TradeMax® is
100% clean, no worry to install or uninstall
to on your computer. |
 |
 |
30 Days Money Back Guarantee, you can get back your money in
30 days after you purchasing it. |
 |
We will not pass your details onto third parties.You will receive
informaton electronically immediately after ordering. |