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Computerized Investing > Fourth Quarter 2013

The Top Portfolio Management Software

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by Joe Lan, CFA

As a personal portfolio grows through the years, it often encompasses several investment accounts, including 401(k)s, IRAs, brokerage accounts and savings accounts. Tracking all these accounts accurately is an arduous task, and many investors require help. Portfolio management software programs, which have become increasingly powerful over the years, continue to improve and are well equipped to help individual investors monitor their personal portfolios.

In this issue’s Comparison, we examine three portfolio management software programs: Investment Account Manager Version 2, Fund Manager 12 and Quicken Premier 2013. These three software programs have made appearances in our previous Comparison articles. In addition to updating their features and functions, I take it one step further here and provide hands-on examples of how to create a portfolio using these software packages and show a few of the noteworthy reports.

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