Capital-Gain monitoring Software --- Neutral Trend TradeMax®

Key Features of Neutral Trend TradeMax®:

Monitor your capital gain easily

• Setup different accounts to monitor your capital gains
  Users can setup different investment type accounts among whole family. Neutral Trend TradeMax® tracks and categorizes trade data automatically. Users can view all investment accounts in one place.
  
  
• Combine accounts to a new one to monitor your capital gains in different accounts
  You can right-click the item in the account list and select the add view function to combine two or more accounts to one to manage your trades and monitor your realized/unrealized gains & losses for current positions
  
  
• Custom your view to manage your trade and capital gains
  Neutral Trend TradeMax® provides you the add view function to custom your own data view to track your trade and monitor realized/unrealized gains & losses for current positions
  
  
• Filter the specific data to monitor the capital gains
  You can use the time filter function to track the trade data and monitor the capital gains in specific time range.
  You can also use the column header filter function to filter the trade data and monitor realized/unrealized gains & losses for current positions.
  
  
• Run different report to monitor your capital gains
  You can analyze your trading performance easily with the help of Trade Detail, WashSales Detail Report, Summary Report, Transaction Report and reconcile your data with the 1099 reference report. Those reports all contains the part gains & losses which used to monitor your capital gains.
  Neutral Trend TradeMax® also allows you to export these reports to PDF, EXCEL, WORD or TEXT files.
  
  

Handle wash sales

• Neutral Trend TradeMax® calculates various of 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 Sale on Same Day Rule.
  
  
• You also can use combine different accounts function to monitor specific investments and calculate Wash Sales and Defer loss between different accounts.
  
  

Prepare schedule D

• Powerful importing module
  Neutral Trend TradeMax® includes lots of preset profile to support most brokers. Users can import data file with the following type extension: *.csv, *.txt, *.xls, *.qif, *ofx, *.qfx, *tlf., *tdf . TradeMax 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.
  TradeMax® also allows you to "Force-Match" specific trade transactions into particular tax lot.
  
  
• Simplify tax preparation
  Neutral Trend 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.

Why choose this Neutral Trend TradeMax®

• Designed for active traders to calculate their capital gain
  It design for active trader but also benefit for normal investors. Support unlimited numbers trades for active traders. The automatically schedule d generator function also breeze the normal investor.
  Neutral Trend TradeMax® has a powerful importing module support most broker and data file.
  You can also setup different account to set the data file from different broker and people to calculate your capital gain.
  Combine different accounts to a new one is also available in Neutral Trend TradeMax®.
• Calculate capital gains and losses automatically
  As your trades are imported, profit and loss is automatically calculated for each trade and for the entire year.
  Neutral Trend TradeMax® provides you a powerful filter function to filter your trade dada. It also allows you to add up to 7 reports Schedule D-1, GL Report, Trade Detail, WashSales Detail Report, Summary Report, Transaction Report, 1099 Reference report.
  Just run the report to view the capital gain of your specific type of investment.
  You can also view capital gains among a specific time range with the reports function
• Handle most wash sales easily
  Apart from capital gains calculating, Neutral Trend TradeMax® calculates various of 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 Sale on Same Day Rule. You also can use combine different accounts function to monitor specific investments and calculate Wash Sales and Defer loss between different accounts.
• Produce Schedule D-1 and other Reports easy your tax filling
  Neutral Trend TradeMax® allows you to add up to 7 reports like Schedule D-1, GL Report, Trade Detail, WashSales Detail Report, Summary Report, Transaction Report, 1099 Reference report. You can generate Capital gains/losses report for Schedule D purpose or export *.txf file to popular tax software such as TaxCut, TurboTax.