Designed for active investors to manage their trade data, maximize their gain/loss strategy, prepare their Schedule D.
ScreenShots of TradeMax
Default Window
Transactions Screen
Performance Screen
Typical Reports
Trade View
Security View
Forex Rate View
To import your transaction data to TradeMax, the following screenshot will display:
During the process of the importing data, TradeMax provides the function to validate your symbol:
You can choose a transaction type to append a trade:
If the transaction is traded in Non-USD currency, the dialog box can be extended as below:
Powerful corporate events module:
Comprehensive trade adjustment module:
Mark to Market for Form 4797
Realized Gain/Loss
Continuation Sheet for Schedule D
Gain & Loss Report
Unrealized Gain/Loss Report
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