I was wondering if there exists some nice software for portfolio management. I know how to make a portfolio with Ms Excel, that's fine. But maybe there is some nice specialised package which can facilitate the work significantly.
Can somebody help me with that?
2006-09-19 21:28:19 · 6 answers · asked by Anonymous in Business & Finance ➔ Investing
I asked that very question myself and went out looking. As one responder mentioned Quicken does have the ability to download stock price updates. Yahoo's portfolio manager is not bad and the porfolio managers at the on line brokers are not either. But nothing I have found allows me to do exactly what I want done, which is to track my annual % gain/ loss on each security position, what broker firm the position is with, when the security was purchased, the total dividend/ interest return for the year, and the allocation by sector among other statistics. So I use a spread sheet, which I do have to update one a week with the current prices. I also keep it on Yahoo finance, which tells me whether each security is above or below the 50 day ma and by how much.
2006-09-20 01:29:48 · answer #1 · answered by Anonymous · 0⤊ 0⤋
I always use to keep my portfolio in excel too - set it up with columns that are the same as a schedule d AND enter all my trades - then end of year print it out and attach it to my tax return.
A few years ago I changed and started using quicken software - they have a very decent portfolio inputing-reporting module with the program AND what was my primary reason at the time - was that I can download all my trades from my online brokerage account into the program - and then don't have to do the inputing.
2006-09-20 00:20:35 · answer #2 · answered by sundance 2 · 0⤊ 0⤋
From online portfolio performance trackers, I think Beatthebenchmark.net is a good option. Allows to monitor my portfolio in many assets and gives be stuff like benchmarking, even performance attribution.
2013-09-25 01:29:25 · answer #3 · answered by Anonymous · 0⤊ 0⤋
MAUS Stockmarket Plus V11 and VectorVest are the two inventory diagnosis application for undertaking portfolio administration. seek in Google "inventory marketplace Portfolio administration application" and you will locate the impressive ones.
2016-10-17 07:53:00 · answer #4 · answered by Anonymous · 0⤊ 0⤋
Yes...there is...and i have personally used that, go for PD-Trak Solutions for portfolio management software. they are the best and their softwares are very easy to use and understand.
2015-02-18 22:52:56 · answer #5 · answered by Harry D. 3 · 0⤊ 0⤋
most trade sites like powertrade and tdwaterhouse give u nice software for portfolio managment. also they come with real time streaming trades so you can forget excel....
2006-09-19 21:30:10 · answer #6 · answered by Anonymous · 0⤊ 0⤋