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Computerized Investing > July/August 2008

On-Line Portfolio Managers

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by Cara Scatizzi

Many investors like to keep track of their portfolio movements on a daily or even intraday basis. Web-based portfolio managers, also referred to as on-line portfolio trackers, can provide a place to easily record transactions and track performance.

Most on-line portfolio management applications are offered through comprehensive financial Web sites that include additional evaluation and research tools. These trackers typically offer data and performance updates, links to portfolio-relevant news stories and portfolio event-driven E-mail alerts.

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Discussion

Vaidy Bala from AB posted about 1 year ago:

While the study is thoroughly researched, specific recommendations for an individual investor are not listed. Second point is that most of the major banks in Canada has there own Portfolio Management software embedded and accessible to brokerage account holder for free with most of the criteria listed in this article. Further, the platforms or levels II OR III are not discussed, paid services claimed more accurate, speedier for buy/sell transactions and specific benefits of them also are missing.
submitted in earnest sincerity to understand better and prosper as AAII member.
vaidy bala
from Canada


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