Neutral Trend TradeMax Basic Edition is a full featured Vista style trade software specifically designed for active traders and investors to manage their trade data, optimize their gain/loss strategy, and prepare their Schedule D (Form 8949)or Mark-to-Market Form(4797).
The new features of TradeMax include Monitor your capital gain easily 1.Setup and Combine different accounts to monitor your capital gains Combine two or more accounts to one to manage your trades and monitor your realized/unrealized gains and losses for current positions. 2.Customize your data view to manage your trade and capital gains Filter the specific data to monitor the capital gains You can use the time filter function to track the trade data and monitor the capital gains in specific time range. 3.Run different reports to monitor your capital gains You can analyze your trading performance easily with the help of Schedule D-1, G/L Report, Trade Detail, Wash Sales Detail Report, Summary Report, Realized Gain/Loss Transaction Report, Unrealized Gain/Loss Transaction Report, Cost Basis Transaction Report. 4.Comprehensive Corporate Events Module Recording various corporate events, which helps you maintain your trading history in the event of corporate actions such as stock splits, stock merge, spinoff and symbol changes, expand the portfolios and enable you to cross-reinvest income from any investment: 5.intelligent Option Cost Basis Adjustment Function Auto- detecting Assigned, exercised and expired option, TradeMax 2012 also defers cost to corresponding shares with its Option Adjustment function. 6.Powerful Forex Rates Wizard Auto-convert the transactions under Non-USD currency into USD figures using downloaded Forex Rates . 7.Price History Module Help you make more favourable and correct investment through tracking the price history of the security you downloaded and generate unrealized gain/loss report. Prepare schedule D 8.Handle wash sales TradeMax properly Calculates various 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 Sales on Same Day Rule. 9.Powerful importing module TradeMax includes lots of preset profile to support most brokers. 10.Simplify tax preparation .You can generate captial gains/losses report for Schedule D purpose or export *.txf file to popular tax software such as TaxCut, TurboTax. limited to 200 total records per year.
Limitations:
Limited functionality
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