Publisher's Description
From Neutral Trend:
TradeMax® 2012, 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 from several accounts. It exports Schedule D form with larger than 3000 transactions which TurboTax can't.The new features of TradeMax include 1.) Track your trades: You can setup different investment type accounts among whole family and manage trade data over years. TradeMax tracks and categorizes trade data and security price automatically. You can view all investment accounts in one place. 2.) Comprehensive Corporate Events Module : Recording various corporate events, such as stock splits, stock merge, spinoff and symbol changes 3.) Powerful importing module: TradeMax has pre-defined profiles support most brokers. TradeMax also provides a flexible format reorganization algorithm which allows you to customize your own format. 4.) Intelligent Option Cost Basis Adjustment Function: Auto- detecting Assigned, exercised and expired option, also defers cost to corresponding shares with its Option Adjustment function. 5.) Handle Wash Sales: TradeMax 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. 6.) Simplify tax preparation: TradeMax can assign short trades and convert short / long position, and calculates Wash Sales automatically. You can generate Capital gains/losses report for Schedule D purpose or export *.txf file to popular tax software such as TaxCut, TurboTax. 7.) Analyze your trading performance: You can analyze your trading performance easily with the help of WashSales Detail Report,Summary Report, Transaction Report and Daily Market Value Report. 8.) Powerful Forex Rate Module:Auto-convert the transactions under Non-USD currency into USD figures. 9) Easy-to-use interface: The user interface is simple to learn yet incredibly powerful and efficient to use.
What's new in this version: Version 3.5.2012.227 add new profile "tradeMonster CSV,adds Import Profile for ThinkorSwim and Schwab (*.txt;*.csv); Multi-Currency Cash Balance Calculation in End-of-Tax-Year Function; improves Import Wizard Function.
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All versions:
5.0 starsout of 4 votes
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Results 1-4 of 4
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"It helps a lot if you have foreign stock trades"
Version: Neutral Trend TradeMax Premier Edition 3.5.2011.211
Pros
From an accountant user aspect, I would say TradeMax's import wizard is very intelligent. It supports auto-download via QFX interface. The reports are well designed. Forex function saved me lots time doing currency conversion.
Cons
User needs to spend time to read on-line tutorial.
Summary
I compared the result between TradeMax and the reports from brokerage. TradeMax was right whenever there was a difference. I recommend every accountant use TradeMax to validate brokerage's report.
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"TradeMax FREE Registered Code"
Version: Neutral Trend TradeMax Premier Edition 3.5.20091119
Pros
TradeMax is now giving out Free Registered Code again!
3-Month-limited!
Begin on June 12th, End on September 12th!
Free Registered Code:
regname:trademax201006b
regcode:000015-U59V4Z-62UY2T-JEQAA5-54MRZZ-GXPHU5-2F310D-HV4VUK-2GJ81C-02DG3BCons
GOOD software, worth a try!
Summary
After you enter free registered code of TradeMax , All functions of four TradeMax versions can be activated, but 200 records limited!
Updated on Jun 16, 2010 -
"TradeMax help us prepare Schedule D"
Version: Neutral Trend TradeMax Premier Edition 3.5.20091119
Pros
Easy to use
Fast Speed
Multi-function
Specailly designed for us - active tradersCons
I haven't found any problems
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"good tax software"
Version: Neutral Trend TradeMax Premier Edition 3.5.20091119
Pros
good tools, just spend a little time to calculating Wash Sale cost basis
Cons
don't know
Summary
Traded stock in CAD, JPY, EUR, AUD or GBP? Need to file Schedule D in USD cost basis? try TradeMax
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