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Computerized Investing > May/June 2003

Comparison: Portfolio Management Software Programs

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by John Bajkowski

Three consecutive down years for the S&P 500 have taken their toll on investors’ portfolios and dampened the desire of investors to even look at their portfolios. However, ignoring your portfolio can have a detrimental long-term impact on your financial goals. The performance of different investment assets and stock segments has varied dramatically recently and may have left your portfolio out of balance.

Portfolio management systems help investors by tracking the performance of individual securities, the interaction of the securities in your portfolio, the allocation of assets within your portfolio, and the overall performance of your portfolio. They also function as important accounting systems that track the income and purchases and sales of your portfolio holdings and help calculate the tax liability of your portfolio actions.


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