Neutral Trend TradeMax Premier Edition for Windows

Used Neutral Trend TradeMax Premier Edition for Windows?

Developer’s Description

By Neutral Trend

Manage trade data, optimize gain/loss strategy, and prepare Form 8949 or Mark-to-Market form.

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.

Neutral Trend TradeMax Premier Edition for Windows

Used Neutral Trend TradeMax Premier Edition for Windows?

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Full Specifications

GENERAL

Release: December 6, 2012

Latest update: February 21, 2024

Version: 3.5.20111209

OPERATING SYSTEMS

Platform: Windows

Operating System

Windows 98 SE
Windows NT
Windows XP
Windows 2003
Windows 7
Windows 8
Windows Vista
Windows ME
Windows 98
Windows 95
Windows 2000

POPULARITY

Total Downloads: 481

Downloads Last Week: 0

Report Software

Program available in other languages

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Last Updated

User Reviews

5/5

5 User Votes

awesome software and outstanding support
quinnmjcjMarch 4, 2013
Pros
This software does an incredible job if you have complex stocks and option trades. I do lots of option trades, with exercises and assignments happening. The software handles it all pretty straightforwardly. The developers support the software, and have the patience of Job, as I pestered them with questions and issues (There were a few issues that needed to be fixed, but they fixed them within a day or two every time).
Cons
It has a bit of a learning curve, but once learned it's definitely worth the price of admission.
Summary
If you do a lot of stock and option trades, you need this software to deal with the government requirements for Form 8949 and Schedule D....
It helps a lot if you have foreign stock trades
jenngirl164February 3, 2012
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.
TradeMax FREE Registered Code
ColumbialaJune 12, 2010
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-02DG3B
Cons
GOOD software, worth a try!
Summary
<br /><br /><span class='notifyMsg'> Updated </span>on Jun 16, 2010<p/>After you enter free registered code of TradeMax , All functions of four TradeMax versions can be activated, but 200 records limited!
TradeMax help us prepare Schedule D
LarkluckyJune 12, 2010
Pros
Easy to use Fast Speed Multi-function Specailly designed for us - active traders
Cons
I haven't found any problems
Summary
good tax software
AvrilL1982March 17, 2010
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