Used Neutral Trend TradeMax Standard Edition for Windows?


Editors’ Review

Download.com staff
TradeMax is tax software for active traders. It manages portfolios, calculates capital gains and wash sales, and automatically generates required IRS forms like Schedule D and 8949. It also tracks performance with detailed reports.
Enlarged image for Neutral Trend TradeMax St…
Neutral Trend TradeMax Standard Edition 0/1
  • Pros

    • Generates IRS Schedule D, Form 8949, and Form 4797
    • Calculates capital gains and handles wash sale rules
    • Imports trade data via file, online broker, or clipboard
    • Provides multi-currency accounting with downloaded exchange rates
    • Creates daily graphical portfolio performance reports
  • Cons

    • Lacks a dedicated mobile application
    • No cloud synchronization for portfolio data
    • Does not provide real-time market data feeds
    • No direct export to tax preparation software
    • User interface is not described as modern

Used Neutral Trend TradeMax Standard Edition for Windows?


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Full Specifications

GENERAL
Release
Latest update
Version
3.5.2012.304
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 10
  • Windows Vista
  • Windows 2003
  • Windows NT
  • Windows Server
  • Windows 98
  • Windows 7
  • Windows XP
  • Windows ME
  • Windows 2000
Additional Requirements
None
POPULARITY
Total Downloads
136
Downloads Last Week
0

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Program available in other languages


Last Updated


User Reviews

5/5

2 User Votes


Developer’s Description

Calculate capital gain, wash sales and complete schedule-D and Form 8949.
Neutral Trend TradeMax 2012 is a full featured tax software specially designed for active traders to manage their portfolios who have single or multiple accounts. It also provides normal traders with features to auto-generate a Schedule D (Form 8949) or Mark to Market Form 4797 within seconds. With TradeMax users can easily track portfolio performance and adjust cost for stock positions with CALL/ PUT options assigned or exercised. TradeMax can also handles corporate events to calculate cost basis compliant with Wash Sale rules. TradeMax saves time for investors who trade stock, CALL and PUT options and section 1256 transactions. TradeMax Ver 2012, inheriting the features of version 2010, perfects its functions by expanding its Graphical Reporting module, Import Wizard Module and Multiple currency Accounting capability. Comprehensive Import Module--TradeMax 2012 supports more brokerage accounts than 2010, especially those popular brokers from which trade data can be directly imported.

TradeMax also provide multiple easy and convenient options for users to import your trade data into TradeMax, users can either import trade data from local file or import directly from online brokers, or just copy the transaction history from the brokerage then paste to TradeMax's clipboard. Multiple currency Accounting--For active traders who traded in multiple currencies, the cash balance and account value calculation must be a tough and tedious chore, TradeMax's Multiple currency Accounting feature solve this dilemma based on the latest downloaded exchange rate, so that users can track the trade performance from instant to instant. Daily Graphical Reporting--TradeMax 2012 provides users with easy steps to generate Daily Account/Portfolio Value Chart Report or Mark to Market Gains and Losses Pie report for the purpose of better investment, Daily Account Value chart report helps the users compare your current Account Value with other index(DowJones, S&P500) and analyze trade performance based on the detailed information on daily basis, while the Gains and Losses Pie reports give the users a total or summary information about the gains or losses of selected securities during a specific fiscal year or a set time period.


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