Schedule D Software--- Neutral Trend TradeMax®

Key Features of Neutral Trend TradeMax®:

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 . Neutral Trend TradeMax® also provides a flexible format reorganization algorithm which allows users to customize their own format
  
  
• Assign short trades and Convert short / long position
  Some brokers report whether a trade is short or long, while many others simply report "buys" or "sells". As you might assume, doing this by hand is not easy.
  If you select the Auto Assign Short and Convert short / long position checkbox in the importing process, Neutral Trend TradeMax® will do these two automatically
  
  
• Setup different accounts to prepare your Schedule D
  With Neutral Trend TradeMax®, you can setup unlimited accounts with different brokers or people to track your trades. Generating a Schedule D-1 report under these accounts to prepare your Schedule D just takes you a few clicks.
  
  
• Combine accounts to prepare your Schedule D
  When it comes to data from different brokers, most Schedule D preparation software seems deaf. Neutral Trend TradeMax® breeze you in this situation. The amazing Schedule D software allows you to combine the various accounts to one by a few clicks and will produce the Schedule D-1 report automatically.
  
  
• Multiple transaction lot matching methods
  Neutral Trend TradeMax® uses strict "First In, First Out" (FIFO) trade matching as a default method. Neutral Trend TradeMax® also allows you to "Force-Match" specific trade transactions into particular tax lot.
  
  
• Simplify Schedule D 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 like Schedule D-1 Report for Schedule D purpose or export *.txf file to popular tax software such as TaxCut, TurboTax
  
  

Handle wash sales

• Calculate various of 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.
  
  
• Handle wash sale across accounts
  You also can use combine different accounts function to monitor specific investments and calculate Wash Sales and Defer loss between different accounts.
  
  

Manage trade data easily

• Track your trades
  Users can setup different investment type accounts among whole family. TradeMax® tracks and categorizes trade data automatically. Users can view all investment accounts in one place.
  
  
• Analyze your trading performance
  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 refference report. Neutral Trend TradeMax® also allows you to export these reports to PDF, EXCEL, WORD or TEXT files.
  
  

Why choose this Neutral Trend TradeMax®

• Designed for active traders to prepare their Schedule D
  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.
  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 portfolio performance your specific type of investment or specific stock and trades among the time range.
  
• Handle most wash sales easily to easy your Schedule D preparation
  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.