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Computerized Investing > Fourth Quarter 2011

The Top Portfolio Management Software

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by Joe Lan, CFA

Portfolio management software programs are one of the tools most widely used by individual investors. As an investor’s personal portfolio grows over the years, it often encompasses several investment accounts, including 401(k)s, IRAs, brokerage accounts and savings accounts. Tracking all these accounts accurately is an arduous task, and many investors need help. Luckily, the continuing development of technology has led to increasingly powerful portfolio management software aimed at providing just that.

In this issue’s Comparison, we examine three portfolio management software programs—Quicken Premier 2011, Investment Account Manager Version 2 and Fund Manager 11. These three software programs have each made appearances in our previous Comparison articles. They continue to be updated and improved, and we believe they still represent the best portfolio management software programs for individual investors.

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