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Portfolio Management Software

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  #1  
Old 1st June 2005, 03:10 PM
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Question Portfolio Management Software

Hi folks,
Which is the best portfolio management software..Free/ Paid. any one using these tools.
thanks



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Old 1st June 2005, 04:59 PM
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Default 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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Old 1st June 2005, 07:40 PM
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Default Re: Portfolio Management Software

Quote:
Originally Posted by Uday
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.
Uday.
Thanks Uday, Infact I am currently using excel & Yahoo. I also tried Money from MS and Quicken. They both seems to be pretty much basic but on plus side they are tightly intergrated with cash transcations. On negative side I am not able to extend them for my own money management rules, Position sizing, Live price tracking, price alerts.
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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Old 1st June 2005, 08:15 PM
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Default Re: Portfolio Management Software

Quote:
Originally Posted by ash927
Hi folks,
Which is the best portfolio management software..Free/ Paid. any one using these tools.
thanks
Hi ,

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  
Old 13th June 2005, 04:33 PM
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Default 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  
Old 14th June 2005, 03:24 AM
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Default 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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  #7  
Old 30th August 2005, 10:53 PM
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Default Re: Portfolio Management Software

One can try equitrix - portfolio management plus accounting software. It can be available from www. equitrix.net
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  #8  
Old 31st August 2005, 03:51 PM
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Default 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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  #9  
Old 1st September 2005, 09:01 PM
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Default Re: Portfolio Management Software

Hi,

Try moneycontrol.com

register and enter your portfolio.

Very good information

Mirji
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  #10  
Old 10th July 2008, 05:22 PM
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Default Re: Portfolio Management Software

Quote:
Originally Posted by ash927 View Post
Hi folks,
Which is the best portfolio management software..Free/ Paid. any one using these tools.
thanks
U can use personal stock monitor, its paid and very good


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