Prepare Schedule D or Mark to Market Form with TradeMax Software

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Neutral Trend Inc. announce the release of TradeMax® 2010, a full featured tax software specifically designed for active investors or traders who have multiple accounts to manage trade data, maximize gain/loss strategy, prepare Schedule D or Mark to Market form.

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I used yours last year for the first time and it was incredibly easy and fast. I completed my D-1 with over 1000 trades within a few minutes, and for the first time it was accurate! - Jeff C

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Neutral Trend Inc. announce the release of TradeMax® 2010, a full featured tax software specifically designed for active investors or traders who have multiple accounts to manage trade data, maximize gain/loss strategy, prepare Schedule D or Mark to Market form.

TradeMax 2010 facilitate the user to import trade data from all kinds of formats files, handle an unlimited number of trading accounts can be combined for tax purpose, accurately calculate capital gains & losses and wash sale across the individual or combined accounts and make necessary adjustment for next tax year. prepare and generate various reports in minutes, not days which can be exported to popular tax software such as TaxCut®, TurboTax®, users can analyze your trading performance, manage investments and portfolios easily by ten or more generated reports. In addition, users can track investments easily by updating prices and retrieving transactions from the internet with the push of a button.

Using a software as TradeMax can help the trader to save more time and money.

The key features of TradeMax® 2010 include the following:

1. Track your trade

  • Comprehensive Corporate Events Module (New!)

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 (New!)

Auto- detecting Assigned, Exercised and Expired option, TradeMax® 2010 also defers cost to corresponding shares with its Option Adjustment function.

  • Powerful Forex Rates Wizard (New!)

Auto-convert the transactions under Non-USD currency into USD figures using downloaded Forex Rates through its powerful forex Rates Module.

  • Price History Module (New!)

Help you make more favorable and correct investment through tracking the price history of the security you downloaded and generate unrealized gain/loss report.

2. Monitor your capital gain easily

  • Setup and Combine different accounts to monitor your capital gains

Users can setup different investment type accounts among whole family and combine two or more accounts into one to manage your trades and monitor your realized/unrealized gains & losses for current positions

  • Black List (New!)

TradeMax ®2010 allows users to filter items you don't want so as to generate the specific report which focuses on certain items.

  • Run different reports to monitor your capital gains

Users can analyze your trading performance easily with the help of various generated reports, track market value of the securities on daily basis for monitoring with Daily Market Value and report their trading activity on Form 4797 with Mark to Market for Form 4797 report, which can be exported to PDF, EXCEL, WORD or TEXT files.

3. Handle wash sales
Neutral Trend TradeMax® 2010 properly calculates various Wash Sale scenarios. TradeMax®2010 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.

4. Prepare schedule D

  • Powerful importing module

Neutral Trend TradeMax®2010 includes lots of preset profile to support most brokers. Users can import data file with the following extensions: *.csv, *.txt, *.xls, *.qif, *ofx, *.qfx, *tlf., *tdf . TradeMax®2010 also provides a flexible format reorganization algorithm which allows users to customize their own format.

  • Multiple transaction lot matching methods

Neutral Trend TradeMax® uses strict "First In, First Out" (FIFO) trade matching as a default method and also allows user to "Force-Match" specific trade transactions into particular tax lot so as to meet your tax filling needs accurately and efficiently.

  • Simplify tax preparation

Neutral Trend TradeMax® 2010 can assign short trade, convert short / long position to simplify the reporting of security performance for trade analysis and calculates Wash Sales automatically.

5. Data Security
TradeMax®'s data files are stored on computer in encrypted form. It can't be viewed with third party text editor.

6. Automated Web Updates
It only takes a matter of minutes to keep your TradeMax software current. With one click on pop-up dialog box each time you run TradeMax on your PC, you are prompted to download and install the latest update.

Pricing and Availability

TradeMax® Basic is available at an estimated price of $69.00 USD per 12 months subscription.
TradeMax® Standard is available at an estimated price of $119.00USD per 12 months subscription.
TradeMax® Deluxe is available at an estimated price of $169.00 USD per 12 months subscription.
TradeMax® Premier is available at an estimated price of $297.00 USD per 12 months subscription.
All TradeMax® products have trial version free for download online. Trial version has limited function whicgenerates report for transaction between Jan to Jun.
All our products come with an unconditional 30-day money back guarantee. If you are not satisfied with the program, notify us within 30 days of purchase and you will get all your money back.

All TradeMax® products are available today
Company web-site: http://www.itrademax.com
Direct download link: http://www.itrademax.com/download.html
E-mail: support(at)itrademax(dot)com

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Arnold Yan
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