Handle your wash sales and generator your Schedule D

This Section provides you with detailed instructions on each function within TradeMax.

1. Setup a New Account
2. Enter Previous Year Holding Positions
3. Import Trade History
4. Adjust Trades
5. Adjust Options
6. Add View
7. Backup & Restore
8. Run Reports
9. Print Setup
10. File Your Tax

The following Tutorials helps the beginners know better about TradeMax’s various modules and operate TradeMax more freely.

We suggest that you begin with Quick Start to take a quick view of TradeMax’s powerful function.

• Quick Start
• Overview - The key features of TradeMax
• User Interface - The overview of three views of TradeMax
  • Trade View - The detailed introduction of Trade View
  • Security View - The detailed introduction of Security View
  • Forex Rate View - The detailed introduction of Forex Rate View
• Detailed Instruction -
  How to operate TradeMax under different modules.
  • Setup a New Account - This tutorial show you how to setup a new account, combine different accounts into one, edit and delete the existed account.
  • Enter Previous Year Holding Position - Show you how to display Holding Position, and
    view End of tax year for the next tax year
  • Import Trade History - This tutorial will tell you how to import the trade data into TradeMax and append a trade.
  • Adjust trades
    • Corperate Event Recording-1 - Show you how to Split Trade, Merge Trade and Spinoff Trade
    • Corperate Event Recording-2 - Record the following events: Inc-Income(Div,Int,etc), Reinvest-Income Reinvested, Shares Added to Account/ Remove from an Account.
    • Deposit into Account/Withdraw from Account - Tell you how to Deposit the capital into Account and Withdraw from Account
    • Corperate Event Recording-3 - How to record Return of Capital and Div paid on ShortSales
    • Trades Adjustment - How to Combine, Match your trades and Edit, Consolidate the symbol.
  • Adjust Option - Show you how to Expire, Assign, Exercise your options.
  • Add View - The tutorial tell you how to add a preset view, custom and delete the view.
  • Backup and Restore - This tutorial show you how to backup and restore the trade data.
  • Run Reports - Show you how to run reports.

Neutral Trend Inc. is pleased to announce that they will offer a free registration code of TradeMax® 2010 Basic edition to the fans of their twitter and Facebook to commemorate their 3rd anniversary of TradeMax brand launching.

“This will be the first free Wash Sale software which generates Schedule D form in the market.” Neutral Trend said. “We noticed when the tax season is coming, many users consume tremendous time to prepare Schedule D form, especially there are Wash Sale trades involved. We are trying to help.”

TradeMax®, a brand launched 2 years ago, is a full featured tax software specially designed for active traders to manage their portfolios who have single or multiple accounts. It also provides normal traders with features to auto-generate a Schedule D or Mark to Market Form 4797 within seconds. With TradeMax®, users can easily track portfolio performance and adjust cost for stock positions with CALL/ PUT options (including the new 21-character OIS symbol) assigned or exercised. TradeMax® can also handles corporate events to calculate cost basis compliant with Wash Sale rules.

“Wash Sale Software normally costs from $50 to $200, we will give out TradeMax 2010 Basic edition registration code, a $69 value, free for a limited time. This offer will expire on September 12th , while supplies last.” Neutral Trend said. “A little effort needed to get our free registration code. The registration code will be announced using Twitter under user ID “itrademax”, and on Facebook using ID “trademax” Neutral Trend iTrademax”. For those don’t have Twitter or Facebook access, we will soon release a Youtube clip with a registration code embedded.” Youtube clip can be searched using keyword “TradeMax”.
——-This offer will expire on September 12th 2010 ———————
regname:trademax201006b
regcode:000015-U59V4Z-62UY2T-JEQAA5-54MRZZ-GXPHU5-2F310D-HV4VUK-2GJ81C-02DG3B
———————————————————–

“TradeMax® is a feature-rich software and it is very easy to use. We encourage user to review our flash demo at http://www.itrademax.com/demostration/key-features.htm, User can access our online tutorial section at http://www.itrademax.com/ipress/quick-start/online-tutorial.htm. Registered user also receives unlimited time technical support, our team can be contacted to guide user through learning curve.” Neutral Trend emphasized. “Our developing team is working on adding a Option Analysis module, a function might costs a few thousands if buying other software. This feature is scheduled to be released in later this year.”

Neutral Trend Inc devotes to tailor TradeMax to better cater for the needs of active traders, any feedbacks are appreciated!

The key features of TradeMax® 2010 Basic edtion include the following:

• Track your trade
• Record various corporate events such as stock split, merge, spinoff, reinvested capital
• Auto-detect assigned, exercised and expired option, defer cost to corresponding shares
• Auto-identify 21-character new OIS option symbol
• Auto-convert the foreign transaction (Non-USD) into USD figures
• Download price history of securities for your comparing.
• Monitor your capital gain easily
• Setup and Combine different accounts to monitor your capital gains
• Filter items you don’t want in Black list
• Run various reports (Up to 13) to monitor your capital gains and losses.
• Calculate various complicated Wash Sale scenarios accurately.
• Prepare schedule D
• Support importing trade data from most common-used brokers directly or the downloaded data in various formats.
• Use strict FIFO trade matching as a default method
• Force-Match specific trade transactions
• Assign short trade, convert short / long position
• Basic Edition Support 200 transaction records per year.

All TradeMax® 2010 products are available today

Company web-site: http://www.itrademax.com

Direct download link: http://www.itrademax.com/download.htm

E-mail: support@itrademax.com

In order to simplify the process to run reports, TradeMax provides you with Black List to filter some information of various reports. With this feature, you can choose to display the information you want by selecting transaction type or Security Ticker to generate the specific report.

 The following wizard will tell you how to build a Black List.

1. Click main button , and a main menu opens:



 

2. Click Options button, and then select Black List tab,  the following dialog box displays:

Function	Description
1.Black List Tab	After clicking Options button, you should select Black List tab.
2.Filter Field	You can select the report you will run from the dropdown list.
3. Type	Security type. For instance, stocks and mutual funds, options on stocks, Single-Stock-Futures, futures, currencies etc.
4. Ticker	Security Ticker Symbol. You can click Ticker Tab to select the symbol you want to be displayed or disappeared in the generated report.
5.Ticker Tpye List	The ticker types for you to select to display in the reports you want to run . Note : If you click Ticker Tab, the list box is called Ticker List.
6.Black List Field	Tthe ticker types you want to omit in your report.
7.Condition Field	Click to move the selected items to Ticker Type List or Black list alternatively.Click to move all items to Ticker Type List or Black List.