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Computerized Investing > September/October 2008 New Portfolio Tracker and Journal Tools

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by CI Staff

New! AAII Portfolio Tracker

AAII’s new Portfolio Tracker, from QuoteMedia, allows members to track up to 10 portfolios with up to 52 symbols in each portfolio. Creating new portfolios is simple—for each security just enter the ticker symbol, number of shares, purchase price, date bought and commission paid. The default view is Portfolio Value view, showing portfolio performance by individual security as well as entire portfolio performance.

The Detailed View breaks the portfolio down by security and reports current quote data for each including: current, bid and ask, 52-week high and low and the day’s high and low prices; daily volume; price-earnings ratio and more. A quick price and volume chart is also displayed.

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