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

Neutral Trend TradeMax® 2010

 

  • Intelligent Option Cost Basis Adjustment Function(New) - Auto- detecting Assigned, exercised and expired option, also defers cost to corresponding shares with its Option Adjustment function.
  • Comprehensive Corporate Events Module(New) - Record Corporate Events to track your trade history.
  • 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) - tracking the price history of the security you downloaded and generate unrealized gain/loss report.
  • Matching Specific Tax Lots(New) - The Match Tax Lots function enables the user to abandon FIFO trade matching and "force-match" specific trade transactions together into a tax lot.
 


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?

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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.
Awards
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 captial gain/loss strategy, adjust wash sales, prepare their Schedule D Worth a try!

By Peter J

I have previously tried 4-5 different money management software packages, all of which required manual data entry. I've found your software to be far more user friendly and because the data is directly downloaded from my broker, I don't have to worry about typing errors. I would guess your software will save me about 30 minutes a day in managing my records -- and I am truly grateful for that. It really is too bad that your product is not more widely known as I think a lot more traders could benefit from using it. Best wishes for spreading the good word about your very useful software.

By Jeff C

Thank you for your offer of support, you have a great product. I have used other trader software in years past and it has always been a nightmare. I used yours last year for the first time and it was incredibly easy and fast. I completed my D-1 with over 1000 trades within a few minutes, and for the first time it was accurate!

By Madhur G

All I have to say is WOW!! I love it. You are a genius. It's probably one of the easiest and most efficient programs to use that I've ever encountered. I am just amazed that I was able to print out a "Wash Sale Detail Report" for the year in literally just a matter of seconds. The program could not be any easier to use. Thanks again.

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