What's new in Neutral Trend TradeMax Standard Edition 3.5.2014.0411
Sep 23, 2014
- Application Module : Application can handle 2GB+ address
- Report Module : Cost adjustment on Myholding Report
- Event Module : Add adjust the cost basis function in Spin-Off event
- Trade Adjustment Module : User can select Stock Dividend Type
- Report Module : Fix A,B,C data saving bug on Form8949
- Report Module : Fix a Division by Zero bug on Myholding Report
New in Neutral Trend TradeMax Standard Edition 3.5.2014.03 (Sep 23, 2014)
- Import Module : Add MetaTrader Statement(*.htm) profile
- Report Module : Fixed a defer cost bug on option cost basis calculation(Short/Long Term Report)
- Report Module : Add group by open date function on Day Trading Report
New in Neutral Trend TradeMax Standard Edition 3.5.2014.02 (Sep 23, 2014)
- Report Module : Update Form8949 report to fy2013 style
- Report Module : Fixed a bug on Short/Long Term G/L report
- Import Module : Add a patch for tradestation qfx file
- Import Module : Add a patch for tradestation csv profile
New in Neutral Trend TradeMax Standard Edition 3.5.2014.01 (Sep 23, 2014)
- Release Version 2014
- Report Module : Optimize algorithm for holding period calculation
- Restore Module : Fixed a bug on saving restore file function
New in Neutral Trend TradeMax Standard Edition 3.5.2013.05 (Sep 23, 2014)
- Report Module : Fixed a bug on action mapping function
- Report Module : Fixed a bug on wash sale detail report
- Report Module : Fixed amount bug on ENDOFTAXYEAR function
New in Neutral Trend TradeMax Standard Edition 3.5.2012.10 (Nov 28, 2012)
- Scan Module : add warning on Multiple Positions (both long and short) at the same time
- Trade Adjustment Module : Fixed a bug in Trade Assigned/Exerise function
- Import Module : Add new profile for TDAmeritrade Margin account
New in Neutral Trend TradeMax Standard Edition 3.5.2012.09 (Nov 28, 2012)
- Report Module : Fixed a bug on Short/Long Gains Report
- Report Module : Fixed a bug on Short/Long Term G/L Report when combined accounts
New in Neutral Trend TradeMax Standard Edition 3.5.2012.08 (Nov 28, 2012)
- Import Module : Add new profile "Vanguard 2012 XLS(*.xls;*.xlsx)
New in Neutral Trend TradeMax Standard Edition 3.5.2012.03 (Nov 28, 2012)
- mport Module : Fixed IB tlf time stamp problem
- Report Model : Supported TXF Specification Version 042 (TurboTax Tax Exchange Format)
- Import Model : Optimize ofx action mapping
- Report Model : Form8949 basis type ABC can defined by customer
New in Neutral Trend TradeMax Standard Edition 3.5.2012.02 (Nov 28, 2012)
- Export Module : Fixed a BUG in TXF export function
- Base Module : Fixed ntdll.dll crash problem
- Import Module : Fixed a crash error when importing CSV
- Import Module : Fixed a BUG in OFX import function
- Report Module : Add Gain&Loss column on Form 8949
- Report Module : Add new IRS Form 8949
New in Neutral Trend TradeMax Standard Edition 3.5.2012.01 (Nov 28, 2012)
- Import Module : Fixed a BUG in profile "tradeMonster CSV(*.txt;*.csv)"
- Import Module : Add new profile "Ameriprise Financial CSV(*.txt;*.csv)"
- Import Module : Add new profile "tradeMonster CSV(*.txt;*.csv)"
- Import Module : Fixed a BUG in profile "Fidelity Investments 2010 CSV(*.txt;*.csv)"
- Import Module : Fixed a BUG in profile "OptionsHouse CSV(*.txt;*.csv)"
- Report Module : Fixed a BUG in Sect.1256 report
- Report Module : Fixed a BUG in forex data download
New in Neutral Trend TradeMax Standard Edition 3.5.2011.12 (Nov 28, 2012)
- Calendar Module : Added,View your transactions in Calendar
- Portfolio Beta Module : Added in Deluxe,Perimer Edition
New in Neutral Trend TradeMax Standard Edition 3.5.2011.11 (Nov 28, 2012)
- Import Module : Enhance OFX import function,support tag under
- Import Module : Enhance OFX import function,support tag
- Import Module : Enhance OFX import function,support "BUYTOCOVER" action
New in Neutral Trend TradeMax Standard Edition 3.5.2009.1216 (Feb 25, 2010)
- Added support for Windows 7
New in Neutral Trend TradeMax Standard Edition 3.5.2009.1111 (Dec 4, 2009)
- Added support for running Cost Basis Transaction Report
- Added support for running Unrealized Gain/Loss Report
- Added Mark to Market Report(form 4797)
- Fixed Report Export bug and change export button icon
- Report Module: Fixed the problem that on certain report display some useless information when running.
- Added White/Black List Module for Report - White/Black List Module focus on some information you want to generated in selected report.
- Added support for Windows 7
New in Neutral Trend TradeMax Standard Edition 3.5.2009.1001 (Dec 4, 2009)
- Trade Adjustment Module: Adjust the sequence of the transaction traded on the same date.
- Support More washsale Calculaiton rule: Calculation rule with eight different levels summarizes when a wash sale will be triggered under different methods.
- Change scan error infomation output mode to tree view
New in Neutral Trend TradeMax Standard Edition 3.5.2009.901 (Dec 4, 2009)
- Corporate Events Module : Add new function
- Deposit into Account
- Withdraw from Account
- Return of Capital
- Div paid on Shortsales
- Record these coporate events to better adjust the cost basis of the stock by that amount and track incomes, expenses, credits, debts and banks transactions
- Add auto scan function
New in Neutral Trend TradeMax Standard Edition 3.2.2009.801 (Dec 4, 2009)
- Add corporate events :
- Inc-Income(Div,Int,etc)
- Reinvest-Income Reinvested
- Shares Added to Account
- Shares Removed from Account
- TXF file export : Fix for commissions in expired options which causes TurboTax to not recognize TXF file and fix to exclude exercised options from TXF file.
- Add Stock Price History module : Download the price history of holding security in a specific period of time.
- Add Forex Rate module: Auto-convert transactions traded in NON-USD into USD according to the latest ferex rate
New in Neutral Trend TradeMax Standard Edition 3.2.2009.701 (Dec 4, 2009)
- Stock Split, Merge, Spinoff: update to automatically calculated ratio by New Security Quantity/Old Security Quantity.
- Croperate evnet name change: Stock split-> Trade split/ Reverse split
- Add Black and White List in option
New in Neutral Trend TradeMax Standard Edition 3.1.2009.601 (Dec 4, 2009)
- Powerful Option Adjustment wizard enrich TradeMax's function, Auto-detect Expired, Assigned, Exercised option to defer cost to corresponding stock.
- Support option auto exercised/ assigned/expired
- Washsale detail report is added to analyze your disallowed wash sale losses that have been deferred to next year and show you the baseline position contains open position and Wash sales defer position
New in Neutral Trend TradeMax Standard Edition 3.0.2009.501 (Dec 4, 2009)
- Add combine / match Trade Function: combine the trades with same buying lot, force match the trade
- Add consolidate /edit a symbol: consolidate different ticker symbol name and Edit symbol to apply changes to all trade records with the same symbol
New in Neutral Trend TradeMax Standard Edition 2.7.2009.401 (Dec 4, 2009)
- End Tax Year procedure: Fixed problem with stock conversion rates not transferring over properly to next tax year for non-US stocks.
- Import module: Auto scan the error and auto-merge the security to the underlying stock
- Append a trade: Make the imformation about the new trade is more accurate and elaborate
New in Neutral Trend TradeMax Standard Edition 2.4.2009.301 (Dec 4, 2009)
- 1099 Reconciliation Report: Fixed problem with getting different results when running the report more than once.
- Undo and Redo action is added to help you undo and redo the previous action.
- Import Module: Add new ofx file as import format
New in Neutral Trend TradeMax Standard Edition 2.2.2009.201 (Dec 4, 2009)
- Add End of tax year function
- Add backup and restore function: backup trade data from Trademax and restore the data to Trademax
- Add Corporate Events Module: record stock split, merge, spinoff to better track the history of the transaction.
New in Neutral Trend TradeMax Standard Edition 2.1.2009.101 (Dec 4, 2009)
- User Interface: Auto scan the data error in the trade grid.
- Import Module: Auto-scan the data during the process of importing data.
- Time Range Filter: Support Finding your trade in a specific period of time with the newly added function
- Add Summary Report: This valuable summary or aggregation of an entire ID or Symbol allows a user to see how one Symbol performed versus another.
New in Neutral Trend TradeMax Standard Edition 2.0.2008.501 (Dec 4, 2009)
- Can export to txf format file,so you can output your Schedule to TurboTax,Taxcut
- Reports Module: Can export report to pdf,csv,xls format
New in Neutral Trend TradeMax Standard Edition 2.0.2008.401 (Dec 4, 2009)
- Reports Module: 1099 Reconciliation Report and Trade Detail Report is added to reconcile the data and display the detailed information of transactions.
- Add View Module:Filter your trade by adding different view, edit and delete the selected view
- Support downloading Sogotrade/ Scottrade/IB/E*Trade data
New in Neutral Trend TradeMax Standard Edition 2.0.2008.301 (Dec 4, 2009)
- Add wash sales Long(W/L) & wash sales Short(W/S) to action
- Add "Import Wizard Mode" for beginners
- Add Report Module, you can add more report as you wish
- Support more Broker trade data etrade,scoretrade and more...
- Import Module: Fix the problem of importing QIF format porfile
- Fix small bugs more stable than before
New in Neutral Trend TradeMax Standard Edition 1.5.2008.201 (Dec 4, 2009)
- Trade Grid: Fix deleting multiple non-contiguous trades when grid is filtered.
- Support Match Trade by Customer
- Fix Grid Sort Problem
- Add Gain&Lose Report and Schedule-D Report
- Add Filed chooser Button
New in Neutral Trend TradeMax Standard Edition 1.0.2008.101 (Dec 4, 2009)
- Easy-to-use interface
- Finish Wash Sales Rule
- Can import CSV format file and export your gains and losses to popular tax software programs with the TXF Export
- the capability to setup different accounts
- support printing data grid and reports
- Powerful Trade Adjustment module