From Neutral Trend:
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 or Mark-to-Market Form(4797). 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:
11/30/2009: Add Sect 1256 Report 12/09/2009: Add Broad-Based Index Options as Sect.1256 contracts (futures) 12/16/2009: Add Support for Windows 7 01/05/2010: Add Support for OFX Server 02/25/2010: Support New Options Symbols format 03/01/2010: Improve Custom View Function