Neutral Trend TradeMax® 2014
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|
|American Century Investment||OFX Server ,CSV||https://www.americancentury.com/index.jsp|
|Ameriprise Financial service||OFX Server ,CSV||http://www.ameriprise.com/default-home.asp|
|Brown Co||OFX Server ,CSV||https://us.etrade.com/e/t/home|
|Edward Jones||OFX Server ,CSV||http://www.edwardjones.com/index.html|
|Fidelity Investment||OFX Server ,CSV||https://www.fidelity.com/|
|Fidelity Netbenefit||OFX Server ,CSV||https://www.fidelity.com/|
|Penson Financial||OFX Server,CSV||https://online.penson.com/|
|Schwab||OFX Server ,CSV||https://www.schwab.com/|
|ScotTrade||OFX Server ,CSV||http://www.scottrade.com/|
|BOA Investment||OFX Server ,CSV||www.baisidirect.com|
|E-Trade||OFX Server ,CSV||https://us.etrade.com/|
|Harrisdirect||OFX Server ,CSV||https://www4.harrisbank.com|
|OptionsXpress||OFX Server ,CSV||http://www.optionsxpress.com/|
|OppenheimerFunds||OFX Server ,CSV||http://www.opco.com/|
|RBC Dain Rauscher||OFX Server ,CSV||http://www.rbcwm-usa.com
|Robert W. Baird||OFX Server ,CSV||http://www.rwbaird.com/|
|Vanguard||OFX Server ,CSV||http://www.vanguard.com/|
|Merrill Lynch||OFX Server ,CSV||http://www.ml.com/|
|Morgen Stanley Smith Barney||OFX Server ,CSV||http://www.morganstanleysmithbarney.com/|
|Morgen Stanley ClientServ||OFX Server ,CSV||https://www.morganstanleyclientserv.com/default.aspx?|
|T.Rowe Price||OFX Server ,CSV||http://corporate.troweprice.com/|
|UBS||OFX Server ,CSV||http://www.ubs.com/|
|USAA||OFX Server ,CSV||https://www.usaa.com/inet/ent_logon/Logon|
|Wells Fargo||OFX Server ,CSV||https://www.wellsfargo.com/|
|Wells Fargo Funds||OFX Server ,CSV||http://www.wellsfargoadvantagefunds.com/|
|Interactive Broker||CSV, TXT, etc||https://www.interactivebrokers.com/|
|Tradestation Security||CSV, TXT, etc||http://www.tradestation.com|
|TradeKing||QFX, CSV, TXT, etc||http://www.tradeking.com|
|Assent LLC||CSV, TXT, etc||http://www.etgtrade.com/|
|Bank of America||CSV, TXT, etc||http://www.baisidirect.com/|
|eRegal Discount Security||CSV, TXT, etc||http://www.eregal.com/|
|ETG LLC||CSV, TXT, etc||http://www.etgtrade.com/|
|Folio FN||CSV, TXT, etc||https://www.foliofn.com/|
|Goldman Sachs||CSV, TXT, etc||http://www2.goldmansachs.com/|
|Investrade||CSV, TXT, etc||http://www.investrade.com/|
|JPR Capital||CSV, TXT, etc||http://www.jprcapital.com/|
|Lightspeed||CSV, TXT, etc||http://www.lightspeedtrading.com/|
|Mastertrader||CSV, TXT, etc||http://online.penson.com/|
|MB Trading||CSV, TXT, etc||http://online.penson.com/|
|NinjaTrader||CSV, XLS, etc||http://www.ninjatrader.com|
|Optionshouse||CSV, TXT, etc||http://www.optionshouse.com/|
|SogoTrade||CSV, TXT, etc||http://www.sogotrade.com/|
|Southwest Securities (SWS)||CSV, TXT, etc||http://swst.com/|
|Spear, Leeds& Kellogg||CSV, TXT, etc||http://www.slk.com/|
|Terra Nova Trading||CSV, TXT, etc||http://www.terranovatrading.com/|
|Thinkorswim||CSV, TXT, etc||https://www.thinkorswim.com|
|tradeMONSTER||CSV, TXT, etc||https://www.trademonster.com/|
|UNX||CSV, TXT, etc||http://web.unx.com/|
|Zecco||CSV, TXT, etc||http://www.zecco.com/|
|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|
|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.
File Schedule-D from several accounts
Multiple currency Accounting
Powerful Import Module
Handles most wash sales easily
|Q:My broker provides cost basis report with wash sale adjustment, why do I still need Trademax?|
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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