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Saturday, 23 Jul 2011
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Best Portfolio Software

PORTFOLIO SOFTWARE – Any Recommendations?

Got this email from a subscriber – I have had this question before and although I have a few suggestions I thought, for the benefit of everyone, I would canvas subscribers for any good portfolio management software suggestions:

Hi Marcus - I have been trading/investing for my SMSF as well as outside of super and I have been diligently keeping record of my trades/costs/ dividends/interest  using a homemade excel spreadsheet. But I am no excel guru and am finding that this does not really cut the mustard as things are becoming more and more complex with multiple parcels of the same stock, stock splits, DRP etc.

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