No. of Recommendations: 0
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!
Print the post  


Live Video Event Monday!
The GP team is hosting a live video event on Monday at 4 p.m. ET. Don't worry if you can't make it — we'll have a replay and a transcript. Click for more!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.