Neutral Trend TradeMax® is an Capital-Gain monitoring tax software specifically designed for active investors or traders to manage their trade data maximize their gain/loss strategy, prepare their Schedule D. It can import trade data from all kinds of formats files, monitor realized/unrealized gains & losses for current positions, adjust wash sales events, report captial gains/losses in printed Schedule D format or export to popular tax software such as TaxCut, TurboTax.

With TradeMax you can

  • Import trades from an external file    TradeMax provides you the facility to copy trades from your broker website or import trade data from your broker’s TXT file or CSV file without any modification.
  • Manually enter trades into an account and handle unlimited number of transactionsFind trades with using the add view. Add, delete, and edit them just like you do in other spreadsheet applicationsHandle your wash sale events easily
  • File their capital gains and losses with the IRS quickly by running a IRS Schedule D-1 report
  • Analyze your trading performance easily with the help of Trade Detail, Transaction Report, and Summary
  • Send the desired data/Schedule D reports to multiple professional tax software or email to recipient
  • Analyze and manage investments and portfolios with a wide variety of easy-to-use graphs and reports. In addition, you can track investments easily by updating prices and retrieving transactions from the internet with the push of a button.

Key Features of Neutral Trend TradeMax®:

Captial Gains monitoring Software

Monitor your captial gain easily

  • Setup different accounts to monitor your captial 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 accounts to a new one to monitor your captial gains in different accounts
    You can right-click the item in the account list and select the add view function to combine two or more accounts to one to manage your trades and monitor your realized/unrealized gains & losses for current positions
  • Custom your view to manage your trade and captial gains
    Neutral Trend TradeMax® provides you the add view function to custom your own data view to track your trade and monitor realized/unrealized gains & losses for current positions
  • Filter the specific data to monitor the captial gains
    You can use the time filter function to track the trade data and monitor the captial 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 report to monitor your captial gains
    You can analyze your trading performance easily with the help of Trade Detail, WashSales Detail Report, Summary Report, Transaction Report and reconcile your data with the 1099 reference report. Those reports all contains the part gains & losses which used to monitor your captial gains.
    Neutral Trend TradeMax® also allows you to export these reports to PDF, EXCEL, WORD or TEXT files.
Captial Gains monitoring Software

Handle wash sales

  • Neutral Trend TradeMax® calculates various of 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.
  • You also can use combine different accounts function to monitor specific investments and calculate Wash Sales and Defer loss between different accounts.
Captial Gains software

Prepare schedule D

  • 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.