Best portfolio softwares

mrkanitkar

Well-Known Member
#1
Hi all,
I have E-chopda, seen investar, gnucash, jstock, mymoney. I liked E-chopda but don't want to use it. Reason is I have more than one broker accounts and have lot of contract notes. In any case I don't want my broker/ Angel to get data on their server. Since I am from IT, I know sharing of data happens very fast.

First let me tell you, I am ready to invest one time 3K - 10 K fee for such product. I am looking for desktop application and not web based. I know web based products have limited security. I have seen intuit's http://www.intuit.in/ money manager, which is one of the best money manager tool at good rate. But they offer only online version.
I will appreciate if you can suggest some good product.
btw: Any idea of OEM of E chopda? I am sure Angel will not develop on own.
Echopda - OEM would be good buy, but I don't know the name.
Here are requirements.
1. Desktop based app. - windows is ok.
2. Should able to connect net and update stock current prices.
3. Should allow upload contract notes from multiple brokers. - RK, Indiabulls, Motilal, Angel, ICICI etc.
4. should calculate capital gain tax
5. should have FNO.
6. can have features of bank accounts etc, online connectivity.
7. can have Credit cards data system as well.
8. reporting features.

I have seen quicken, but its not available in India and I think they don't have support for Indian banks.

Many thanks for your help.