Hello. Does anybody have any suggestions for a good investment management software, other than Quicken or Money?I am actually looking for something a little more specialized and sophisticated, that would allow me to do all or most of the following:1. track investments in international markets and in multiple currencies2. track cash positions3. support short positions4. support for options, bonds and futures5. support for options on commodities futures6. price data update online (via Yahoo! Finance or other)7. support for multiple portfolios8. keep records of all transactions (even of closed positions)9. keep records of realized gains or losses10. allows you to import/export data11. generate reports and graphs12. password protectedI have been looking long and hard and I have yet to find a single non-institutional solution that can do all this. I have tried demo versions of Investor's Accountant, Stock Market Eye, Investment Account Manager, etc.Please, if anybody knows of a vendor that at least comes close to meeting my needs, please let me know!Fool on!
Have a look at Fund manager by Beiley Software
I have looked for years for such software...I do not think it exists. It seems to me that most people who really want to do this make their own spread sheets in excel...running macros. Way over my head or time allotment.Too bad no one can put this together and make a business of it, I would probably pay a reasonable fee for such software...even an annual fee.Ned
Iamnobody, have you used the Beiley software? I'm considering it, as I have found nothing that will do what I want. Most of my excel efforts have failed. How has it worked for you?Does it do well with options?What works well and what doesn't work?
It works well for me. They have a free trail period so best advise is give it a try.
Here is a list of Open Source Software. Scroll to the Finance section.This may help. I've not tried any of them.http://en.wikipedia.org/wiki/List_of_open_source_software_pa...Best of luck
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analys