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Author: CalhanMan Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 3687  
Subject: Current Investment Tracking Programs? Date: 9/18/2012 12:34 AM
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Howdy Everyone,

My wife and I need a new investment monitoring program, as the one we've been using for the past several years, Personal Stock Monitor (PSM), is going out of business.

We currently use Quicken Premium, but only for monthly reporting and statement reconciliation because it's other features are few and limited.

We've been using PSM for everything else, including fundamental and technical analysis; charting with annotations; storing research notes; along with tracking analyst actions, quarterly reports, etc.

We need a new investment monitoring program that is SOLID (few bugs), accurate, and hopefully provides some level of user customization. The main features should include:
* Ability to define multiple portfolios/accounts,
* Support for all types of equities (stocks, bonds, options, etc.),
* Display of fundamental and technical data,
* Ability to add user-defined display columns w/data entry),
* Good charting, w/indicators & save user annotations,
* Basic reports, with user customization,

PSM does all of this and a whole lot more.

What do you suggest? We are open to all suggestions - freeware or commercial.

Is there a web site that reviews currently available investment tracking programs?

Thank you all!
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