CI Market Dashboard

We have put together a collection of market indicators and track them to help you gauge the direction of the market.

CI Analysis Worksheets

Interactive analysis templates covering DuPont analysis (return on equity), valuing stocks the Warren Buffett way, and more to come.

CI Blog Feed

Intel’s Profit Declines Again Yet Shares Rise–What’s In Store for PCs?
posted 2 hours ago by Joe Lan

Today Only: Google Glass for Sale
posted 8 hours ago by Wayne Thorp

Report: Amazon Preps Smartphone
posted 1 day ago by Wayne Thorp

Heartbleed Bug Impacts Network Hardware Too
posted 2 days ago by Wayne Thorp

Majority of Dashboard Indicators Now Bearish
posted 3 days ago by Wayne Thorp

Computerized Investing > Fourth Quarter 2013

The Top Portfolio Management Software

PRINT | | | | COMMENTS (21) | A A   Reset

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.

...To continue reading this article you must be a Computerized Investing Subscriber.

Gain exclusive access to this article and all of the benefits and investment education a Computerized Investing subscription offers.

SUBSCRIBE TODAY for just $24.
Log in
Already a CI subscriber? Login to read the rest of this article.

A subscription to Computerized Investing includes a monthly email and access to the CI Website, all of which aim to benefit your investing skills with respect to computers and the Internet.