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Computerized Investing > July/August 2005

Portfolio Management Software Programs

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by John Bajkowski

No matter what techniques you use to select your investments, you must have a system in place to track your holdings. This process of portfolio management should provide a feedback system for tracking the performance of a security, its interaction with other securities in your portfolio, the allocation of assets within your portfolio, and the overall performance of your portfolio. The system also functions as an important accounting tool that tracks the income and purchases and sales of your portfolio holdings and helps calculate the tax liability of your portfolio actions. This product comparison examines portfolio management software systems designed to help you accomplish these tasks.

The Features

Portfolio management systems can be broadly categorized as three types: software-based, Web HTML-based, and Web applet-based.

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