LATEST FEATURE ARTICLE:
The Top Portfolio Management Software
October 15, 2016
As an investor’s portfolio grows over the years, it typically evolves into a collection of investment accounts, including savings accounts, brokerage accounts, IRAs and 401(k)s. Monitoring each account accurately to ensure optimal performance can be a demanding task that many individual investors think they do not have the time for. Fortunately, with ongoing technological advancements, portfolio management software programs have continued to improve, and they increasingly give investors more power to easily track their investment portfolios. Above all else, portfolio management software programs provide the consolidation that is crucial when handling multiple accounts. Ultimately, these programs can help propel an individual investor toward their financial goals.
In this issue’s comparison, I dissect four portfolio management software programs: Fund Manager 2016, Investment Account Manager 3.0, Quicken Premier 2016 and Personal Portfolio Manager 7. The first three software programs appeared in our previous comparison article. Personal Portfolio Manager 7 is being added into the mix this year for the first time. Besides updating each program’s features and functions, I provide examples that help demonstrate what each software package has to offer, including their significant reports.
With input from CI subscribers, we take a look at how TurboTax, TaxAct and H&R Block services stack up for helping you prepare your taxes this year.