tax software |Form 8949 Capital Gain & Wash Sales calculator software

My Broker(s)


Context Menu makes our task a breeze in windows and TradeMax makes full use of context menu function under the Account List. Right-click different item, you will get different context menu.

  1. Right click the My Broker or broker folder, you will get the following Menu

  2. Function Basic Function
    Import Trade Import you trade history.
    Add New Account Setup a new account to set you trade data
    Add View Add a view to display some specified trade data under some specified condition. MORE DETAILS.
  3. Right click the account, you will get the following Menu:

  4. Function Basic Function
    Import Trade Import you trade history.
    Add View Add a view to display some specified trade data under some specified condition. MORE DETAILS.
    Edit Account Edit the current account
    Delete Account Delete the current account
  5. Right click view FYxxxx, you will get the following Menu:

  6. Function Basic Function
    Import Trade Import you trade history.
    Add View Add a view to display some specified trade data under some specified condition. MORE DETAILS.
    Edit View Edit the current view
    End Of Tax Year End of current tax year
    TXF Export Export the TXF files to your computer. The TXF files can be imported to popular tax software such as TaxCut and TurboTax.
    Delete View Delete the current view
  7. Right click the view FYxxxx (For example FY2008) and select the Add View show you the following context menu:
    Basic Function
    Stock Contains all Stock transactions
    Option Contains all Option. transactions
    Future Contains all Future transactions
    Currency Contains all Currency transactions
    Stock Option and SSF Contains all Stock Option and SSF transactions
    Baseline Contains the baseline positions of the current tax year
    Finance Data Contains the cash flow data, for example, cash dividends.
    Trade Data Contains the all trade data for the schedule D purpose
    My holdings Contains the holding position of specific date
    Custom Customized view
  8. Right click the view Trade Data and select the Add Report, the following context menu display:
    Function Basic Function
    Short/Long Term Capital G&L Report This is the default report created by TradeMax to file with IRS.
    IRS Schedule D-1 This report is for those users who require a more exact replica of the IRS form.
    Realized Gain/Loss Report This report is for those users who require trade transaction detail. Such as Security, Quantity, open price, Open date, Open Commission, Close price, close commission, sales price, cost basic, Actual gain &lose for each transaction. Moreover, it can be grouped by ID, Symbol or TradeDate.
    Unrealized Gain/Loss Report This report is for those users who  want to get the information of Gain/Loss when the price of the securities decrease or increase after buying, but he or she has yet to sell it.
    Transactioon Detail Report This report lists every trade record as displayed in the grid. Additionally, the profit or loss can be grouped by ID, Symbol or TradeDate.
    Cost Basis Transaction Report This report is for those users who track the cost basis in stocks, bonds and mutual funds to report a cost basis when an investment is sold.
    Summary Report This valuable summary or aggregation of an entire ID or Symbol allows a user to see how one symbol performed versus another.
    Wash Sale Detail Report This report allows you to analyze your disallowed wash sale losses deferred to next year.
    Mark to Market for Form 4797 This report is for traders in stocks, options and single-stock futures who elect mark-to-market accounting to report their trading activity on Form 4797
    Mark to Market Detail Report This report is for those users  want to record the price or value of a security, portfolio on a daily basis to calculate gains and losses or to confirm that margin requirement are met.
    Daily Market Value Report This report is for those users who track the performance and market value of the securities on daily basis in specific finance year. The report will show the portfolio of every transaction on daily basis.

Prepare your Schedule D with TradeMax


Prepare your Schedule D with TradeMax

LAS VAGAS, NV – Mar 26, 2009

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Prepare your Schedule D with TradeMax
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Neutral Trend Inc. today announces TradeMax® 2.0, a full featured tax software specifically designed for active investors or traders to manage their trade data maximize their gain/loss strategy, prepare their Schedule D.

TradeMax® debuts innovative new tools that enable active investors or traders to effortlessly manage all their trades across various accounts.With customizable Vista® style “Views”. TradeMax® delivers important investment account information right to the desktop, without the need to access Internet. Users can 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 capital gains/losses in printed Schedule D format or export to popular tax software such as TaxCut®, TurboTax®.

“The idea of this software came from a few active traders in our company. Traders are very busy in these days, and sometimes it is too time consuming to figure out Wash Sale trade between different accounts. A investor with more than 100 trades per year might ends up spend at least 20 hours to count their trades. Investors don’t like this hassle and they want to focus on the market” Neutral Trend said, “Fortunately, given our team’s rich experience (averagely 15+ years experience in the software industry), we are able to help our customer with delivery of this state-of-the-art trade software.  TradeMax® takes out the dirty work, so users can spend more time on their money-making investment activities.”

The new features of TradeMax® include the following:

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1. Track your trades: Users can setup different investment type accounts among whole family and manage trade data over years. TradeMax® tracks and categorizes trade data automatically. Users can view all investment accounts in one place.

2. Data security: TradeMax®’data files are stored on computer in encrypted form. TradeMax®’s date can’t be viewed with third party text editor.

3. Calculate wash sales and Defer lose between different accounts: Users can combine different accounts into one to monitor specific investments.

4. Powerful importing module: 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.

5. Multiple transaction lot matching methods: TradeMax® uses strict “First In, First Out” (FIFO) trade matching as a default method. TradeMax® also allows users to “Force-Match” specific trade transactions into particular tax lot.

6. Help maximize tax deductions: 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..

7. Simplify tax preparation: TradeMax® can assign short trades and convert short / long position, and calculates Wash Sale automatically. Users can export gains and losses to popular tax software programs support TXF format. TradeMax® generates Schedule D-1, Gain&Lose report, Wash Sale Detail Report and Summary report.

8. Option symbol detection: TradeMax® can download Option data from Internet and identify Option symbol and related information like CALL/PUT type, size and expiration month etc.

9. Easy-to-use interface: Displays the Account List on the left side of the screen as a convenient way for you to monitor and manage your accounts and views. Symbol View helps you to manage your stock and stock options. Attractive report and screen interface.

10. Customization data view flexibility: TradeMax® allows users to build own view to manage data properly. Users can customize multiple filters to change the way of viewing account.

“We are adding new feature on daily basis, we suggest our users to visit our website frequently for updates.” Neutral Trend said.

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Pricing and Availability

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TradeMax® Basic is available at an estimated price of $69.00 USD per 12 months subscription. TradeMax® Standard is available at an estimated price of $119.00 (U.S.). TradeMax® Deluxe is available at an estimated price of $169.00 USD per 12 months subscription. TradeMax® Premier is available at an estimated price of $297.00 USD per 12 months subscription. All TradeMax® products have trial version free for download online. Trial version has no expiration date, but it only generates report for transaction between Jan to Jun.

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All TradeMax® products are available today at http://www.itrademax.com.
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TurboTax®, among others, are registered trademarks and/or registered service marks of Intuit Inc. or one of its subsidiaries.

TaxCut® is a registered trademark of HRB Innovations, Inc.

Microsoft®, Windows®, Windows XP® and Windows Vista® are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

TradeMax®  and TradeMax® logos are trademarks and/or registered trademarks of Neutral Trend Inc.

Other product names used herein are for identification purposes only and might be trademarks of their respective companies. We disclaim any and all rights to those marks.

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What’s New in TradeMax™ Ver 2


Most of the new features in version 2 relate to expanded Reporting capability, especially when it comes to tax reporting.  There currently is no other trader tax software that comes even close.

Feature: Benefit:
Combine function New in ver 2.2009.02.08 is an combine stock function that allows you to combine stock which buy in same slot.But your broker split it to muti Transaction.This function can avoid wash sales rule deffer to same trade slot.
Custome Filter dialog Add a new filter  which allows you to combine many different account to one view or customize your data with any condition
Support for Quicken *.QIF format Users can import qif format.
Add “Import Wizard Mode” for beginners A step by step mode for beginner to import data from their broker
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