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| Discuss Portfolio Management Software at the Software within the Traderji.com - Discussion forum for Stocks Commodities & Forex; Hi folks, Which is the best portfolio management software..Free/ Paid. any one using these tools. ... |
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#2
1st June 2005, 04:59 PM
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Re: Portfolio Management Software
The one on www.equitymaster.com is pretty good / convenient. It is free for the first three months.
If you get an ICICI Direct.com trading account (750 bucks per year), it comes with an automatic Portfolio management software, where after market hours one just clicks a button in the Trade Book and the portfolio gets updated. Very convenient indeed. Best is to use one of these online programmes and maintain one's own Portfolio in an Excel file separately , just for offline verification. MS Excel is a very handy and versatile programme for maintaining a portfolio. Rgds, Uday. 
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#3
1st June 2005, 07:40 PM
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Re: Portfolio Management Software
Quote:
I am in process of developing my own tool but before doing that just want to make sure that I am not re-inventing the wheel. Ash
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#4
1st June 2005, 08:15 PM
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Re: Portfolio Management Software
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You can try trade trakker from http://www.tradetrakker.com/ . It uses yahoo to fetch data so u need to enter yahoo symbols while adding to your port folio .Its quite good Naresh
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#5
13th June 2005, 04:33 PM
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Re: Portfolio Management Software
nareshch,
i too made the move from a spreadhsheet to something more specialised and havn't looked back. take a look at Stator (www.stator-afm.com). it offers some features which i havn't come across before in portfolio management, like integrated position sizing and equity curves. I am a user and I have to say the support is also pretty good. it can also update prices from yahoo! cheers daniel
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#6
14th June 2005, 03:24 AM
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Re: Portfolio Management Software
One needs information about both accountingcum portfolio management to avoid duplication. If anybody is aware of such software let me know. The accounting package Tally does not have any valuation otherwise that is the best workable solution.
Here is another link http://www.traderji.com/showthread.p...ight=portfolio Last edited by sh50; 14th June 2005 at 03:32 AM.
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#8
31st August 2005, 03:51 PM
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Re: Portfolio Management Software
Hi Guys,
If you are looking at a decent portfolio manager which has all key features, reports and above all its FREE -- check out new revamped website of www.sharekhan.com Its great and has lot of good things. Following is the link for it http://netcontent.sharekhan.com/Pms/
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#10
10th July 2008, 05:22 PM
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Re: Portfolio Management Software
Quote:
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Portfolio Management Software
