Good investment tracking software?

Question

I own a number of stocks, mutual funds, and ETFs through Schwab, which I follow on Schwab's website. But I'd like to get a more sophisticated tool, something that allows me to download price and volume data onto my own computer, so I can generate lots of charts and do a bit of technical analysis. I'm definitely not a day trader, but I'd like to do more of the "buy and hold for a few weeks then sell" style of trading. Plus, it would be useful to keep tabs on my various buys and sells, so I can easily compute how much profit or loss I've made on a given position. I've done things like buy 1000 shares of XYZ, then later sell 300 shares of XYZ, then later buy 200 shares of XYZ. Can anyone recommend a good software tool for this? I don't mind paying for it, if it fits my needs.

Answer 1

Prophet.net is excellent as is eSignal.

Prophet has various levels (including a free level) depending on your needs. I use the highest level there where I can have 100 watchlists, etc. I can save charts, draw, chart styles, desktops. I can click and at an instant, tell what's moving up or down by vol, price, % change, etc.

In seconds, I can see all the major 9 or 43 sectors and subsectors. In another click, I can see a stock chart in like 8 different timeframes!

Hope that helps!

Answer 2

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Answer 3

Schwab has some pretty good charting software. You should already have access to their data feed.

Excel also works, and will import data from lots of different websites.