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TradeMax is a full featured and easy-to-use tax application created 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 capital gains/losses in printed Schedule D format or export to popular tax software such as TaxCut, TurboTax. With TradeMax you can:· Import trades from file or copy and paste from Broker Website.· TradeMax provides you the facility to Import copy and paste of trades from your broker website or importing trades from your broker’s Excel file or CSV file without any modification.· Manually enter trade data into a new record in a data file and handle unlimited number of transactions· Find trades with the find filter and Add, delete, and edit them just like you do it in MS-excel as usual· Handle your wash sale events easily· File their capital gains and losses with the IRS quickly by running a Capital Gains and Losses report· Analyze your trading performance easily with the help of Trade Detail, Summary, Performance, and Chart reports· Send the desired data/Schedule D reports to multiple professional tax software or email to the recipient· Analyze and manage investments and portfolios with a wide variety of easy to use graphs and reports. In addition, you can track of investments easy by updating prices and retrieving transactions from the internet with the push of a button.Neutral Trend TradeMax Premier Edition main features:Import most data:You can import in Quicken, Text files, CSV etc. Moreover, you can also import any transaction in the broker account like Stock Splits, Stock Dividends, Spinoffs and Mergers.Support various account types:TradeMax can support different accounts type including Standard Brokerage accounts, IRA or Keogh account, 529 College Saving Plans account, UGMA/UTMAs account and Single Mutual Fund account.Auto- match your trading data:TradeMax can automatically assign short trades and convert short / long with one transaction with one click of the mouse when you import your dataDuring the import, TradeMax automatically uses FIFO match method for IRS Gains & Losses. In addition, you can match your trade force by Trade Match functionSupports stock, options, future, single-stock-future, currencies to convenience your active traders’ portfolio managingCalculate most wash sales:Calculate wash sales between short and long trades, and between substantially identical securities such as stocks and options as required by the IRS. In addition, it can properly calculate wash sales on an unequal number of shares.Supports multiple portfolios and different accounts among different people or brokers and combines these accounts and portfolios into one reportManage your portfolios:You can monitor multiple portfolios and watch lists with different parameters, including buy & sell, gains & losses, stock splits & dividends and total portfolio value for both long and short positions. In addition, you can manage your portfolios with the help of various reports.Review your historic trade records and holding position of your portfolios in your Calendar windowEasy-to-use interface:Most function can be activated with a simple mouse click or menu selection. It works from the context menu on an item.Simply right click on item and select right function to complete your task.Neutral Trend TradeMax Premier Edition requirements:PIII processor and above256MB RAMDSL/Cable connection greatly improves performance of importingNeutral Trend TradeMax Premier Edition limitations:30 days trialcan only generate report from data range 1/1 to 6/30 and can't export to PDF and EXCEL File nag screenWhat's new in Neutral Trend TradeMax Premier Edition : Added support for Windows 7
