Computerized Investing > July/August 2004

Messages: What Members Are Asking On-Line

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I am in the market for a portfolio management software program and was wondering if someone at CI could provide some suggestions?

Specifically, I am looking for a product that can download not only pricing, but also transactions from an on-line discount broker—such as purchases and sales of stocks and mutual funds. I currently use Ameritrade. The few demos that I have downloaded seem to suggest that I have to manually enter my transactions.

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