Neutral Trend TradeMax Standard Edition 3.5.2010.1209

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Neutral Trend TradeMax Standard Edition 3.5.2010.1209 is considered as a useful and convenient tax software specifically designed for active investors or traders which lets them manage their trade data maximize their captial gain/loss strategy, adjust wash sales, prepare their Schedule.Neutral Trend TradeMax Standard Edition is limited to 600 total records.Major Features:Monitor your captial gain easilySetup and Combine different accounts to monitor your capital gainsUsers can setup different investment type accounts among whole family. Neutral Trend TradeMax2011 tracks and categorizes trade data automatically. Users can view all investment accounts in one place. Combine two or more accounts to one to manage your trades and monitor your realized/unrealized gains & losses for current positions.Customize your view to manage your trade and capital gainsNeutral Trend TradeMaxprovides you the Add View function to customize your own data view to track your trade and monitor realized/unrealized gains & losses for current positions.Filter the specific data to monitor the capital gainsYou can use the time filter function to track the trade data and monitor the capital gains in specific time range. You can also use the column header filter function to filter the trade data and monitor realized/unrealized gains & losses for current positions.Run different reports to monitor your capital gainsYou 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. These reports all contain the part gains & losses used to monitor your capital gains. Neutral Trend TradeMaxalso allows you to export these reports to PDF, EXCEL, WORD or TEXT files.Track your tradeComprehensive Corporate Events Module  Recording various corporate events, on one hand, 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: on the other hand, users can better adjust the cost basis of the stock by that amount and track incomes, expenses, credits, debts and banks transactions.Intelligent Option Cost Basis Adjustment Function  Auto- detecting Assigned, exercised and expired option, TradeMax2011 also defers cost to corresponding shares with its Option Adjustment function.Powerful Forex Rates Wizard  Auto-convert the transactions under Non-USD currency into USD figures using downloaded Forex Rates through its powerful forex Rates Module.Price History Module  Help you make more favorable and correct investment through tracking the price history of the security you downloaded and generate unrealized gain/loss report.Prepare schedule DHandle wash sales Neutral Trend TradeMax2011 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. According to different wash sale calculation method and calculation difficulty level, TradeMax2011 provides calculation rule with Low-to-high levels applying to different capital losses and generates your reports based on the selected wash sale calculation rule.Powerful importing module Neutral Trend TradeMaxincludes 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.Multiple transaction lot matching methods Neutral Trend TradeMaxuses strict \"First In, First Out\" (FIFO) trade matching as a default method. Simplify tax preparation Neutral Trend TradeMaxcalculates Wash Sales automatically. You can generate captial gains/losses report for Schedule D purpose or export *.txf file to popular tax software such as TaxCut, TurboTax.Benefits:Designed for active traders to calculate their capital gainTradeMax2011, designed for active trader for its great capacity to support unlimited number of trades, also breezes normal traders with its function to auto-generate Schedule D. It exports Schedule D form with larger than 3000 transactions which TurboTax can’t.Support individual account view and combined account view Neutral Trend TradeMax2011 has a powerful importing module which supports most broker and data file. You also can setup different accounts to set the data file from different brokers and people to calculate your capital gains, combining different accounts into a new view is also supported. Auto-identify 21-character-new option symbolOptions symbols, which is also known as the \"OCC (Option Clearing Corporation) series key\", have increased in length from 5 characters to 21 characters as part of a new industry standard format used in back-end operations. TradeMax supports auto-identifying the Strike Price and Expiration Date of the new 21-character-option symbol. Support various reports As your transactions are imported, profit and loss of each trade is automatically calculated for the entire year. Neutral Trend TradeMax2011 provides user with a powerful filter function to filter your trade dada. It also allows user to add more than 10 reports: Schedule D-1(Form 1040), G/L Report, Trade Detail, WashSales Detail Report, Summary Report, Realized Gain/Loss Transaction Report, Unrealized Gain/Loss Transaction Report, Cost Basis Transaction Report, 1099 Reconciliation report, Mark to Market(Form 4797) report. Handle most wash sales easily Apart from capital gains calculation, TradeMax2011 calculates several 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. User also can monitor specific investment, calculate Wash Sales and defer loss between different accounts by combining different accounts. TradeMax2011 generates Wash Sale Reports according to the wash sale rules defined by users.Export Schedule D Report and other Reports to ease tax fillingNeutral Trend TradeMax2011 allows user to generate capital gains/losses report for Schedule D(Form 1040) purpose or export *.txf file to popular tax software such as TaxCut, TurboTax.Record Corporate Events to track your trade history TradeMax2011 processes corporate events that affect cost basis or Capital Gains Tax for the Schedule D(Form 1040) and keep track of cost basis adjustments due to corporate actions like splits, spin-offs, and mergers. By using this feature, investors can view all of their transactions that have occurred in this particular symbol such as Return of capital, Reinvested Income and Dividend paid on Short Sales which provide you with the facility to conduct transactions more accurately and adjust your trade for tax purpose by maintaining the trade history.Auto-Convert Foreign stock trade( Non-USD) to USD Currency As the transaction may be traded in foreign currency such as CAD,AUD,JPY, etc, TradeMax2011 auto-converts Non-USD transactions and foreign account into USD trade or account according to the forex rates you downloaded from the internet. Downloading a specific period of the Forex Rates between USD VS other currency helps you make better investment. Support Types Stock, Stock option, Stock Future, Section 1256 Option, Section 1256 Future, Commodities, Fund, CurrencyRequirement: Pentium 3 (or higher) with 256 MB RAM Windows 98, Windows NT 4.0, Windows ME, Windows 2000, Windows XP or Windows Vista Internet connection, DSL/Cable connection greatly improves performance of importing 
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