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Computerized Investing > July/August 2007

Comparison: Portfolio Management Software Programs

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by Cara Scatizzi

No matter the size of a portfolio or the depth of investment knowledge, every investor needs a portfolio management tool to track investments and generate accurate performance reports. Portfolio management allows investors to organize investments, track portfolio performance, and assess a portfolio’s asset mix; most will also offer assistance at tax time. The system will also track buys, sells, dividends, splits and other transactions within a portfolio for a variety of securities. Performance data can be measured over various timeframes and most programs will allow users to graph and print reports.

This comparison examines portfolio management software systems designed to help you accomplish these tasks.

Since our last comparison of these systems in the July/August 2005 issue, Captools has discontinued its portfolio management tool for individual investors. They now only offer Captools/net for professional investors. Current Captools users may wish to read the sidebar on page 10 for other programs that allow you to transfer your existing portfolio data. In addition, Reeally! Pro is no longer in existence.

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