Best Portfolio Tracker Download The Trial

Simply enter your transactions into the Transactions sheet, then add the symbol to the Portfolio sheet.

Additionally, the following values are calculated for each position.

Calculated by dividing the stocks current market price by the trailing 12-month earnings per share.

Please consult your broker or financial representative to verify pricing before executing any trade.

Steven Westmoreland, LLC, (A) expressly disclaims the accuracy, adequacy, or completeness of any data and (B) shall not be liable for any errors, omissions or other defects in, delays or interruptions in such data, or for any actions taken in reliance thereon.

Investment Account Manager is a Windows application, but runs on Mac and Linux using a Windows emulator, such as Parallels or VMWare Fusion, or through CrossOver or Wine, which translate a Windows application into a Mac or Linux one.

But if youre an investing enthusiast with money spread across different strategies at multiple brokers, you may feel that you need a better way to monitor what you hold and how well youre performing.

Unfortunately, most personal finance programs treat investing as an afterthought.

They may be able to tell you what your assets are worth, but not give you much insight into whether youre doing a good job of managing your money and how you could do better.

However, there are a few specialist programs for tracking your portfolio.

These are not cheap and we wouldnt recommend that you buy one if youre just starting out, but experienced investors may find them useful.

All can perform standard features such as tracking trades and dividends, automatically updating prices over the internet and importing past transactions and existing holdings downloaded from your broker or existing software in standard file formats such as OFXQFX, QIF and CSV.

All three offer free trials, so if youre interested wed recommend you download them all and see which you get on with best.

StockMarketEye 4 TransparentTech99.95 (70) StockMarketEye.com Of all the portfolio tracking programs Ive tested so far, StockMarketEye is undoubtedly the easiest to use theres virtually no learning curve at all.

Indeed, its so straightforward that it seems almost unnecessary to write a review.

Best Portfolio Tracker Download The Trial

Download the trial, use it for an hour and youll have a good idea of what it can do.

Thats high praise for what the developer has achieved, since StockMarketEye is certainly not lacking in features.

It covers a wide variety of investment types and handles investments in different currencies well (poor multi-currency capabilities tend to be one of the biggest weaknesses in many portfolio trackers).

The software doesnt yet have some of the more advanced reporting and analysis tools available in other programs, although it produces a good portfolio performance summary report.

That said, this is a relatively new programs compared to the other two with new features being added regularly and what it does already will be enough for most users.

StockMarketEye is available in Windows, Mac and Linux versions (I mostly tested the Mac version).

There are also mobile apps for iPhone and Android that can sync your portfolio data from the desktop app.

Investment Account Manager 2 QUANT IX Software79 (55), then 59year for supportupgrades InvestmentAccountManager.com If youre looking for a program with more powerful analysis functions, Investment Account Manager offers the next step up.

To give one example, it can produce a graphical overview of your portfolios asset allocation, compare that to your target asset allocation and work out which trades you need to make to rebalance back to the target.

Investment Account Manager definitely has more of a learning curve than StockMarketEye, although its not too steep.

I felt it was a little more geared towards American investors, while StockMarketEye made an effort to seem more international.

However, thats more to do with how it is set up by default than any limitations in its underlying capabilities.

One feature missing from Investment Account Manager compared to both StockMarketEye and Fund Manager (see next column) is the ability to graph the performance of your portfolio.

But this should be added in a new version 3 of the software, due for release in the next few months, along with a number of other features and improvements.

Mac Best Portfolio Tracker For Mac