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.

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Feature Archives

Buying a Computer

Trends in the computing industry and issues to consider before purchasing a new computer or upgrading your current system.


Analyzing, selecting and trading exchange-traded funds

Investor Sentiment

Using investor sentiment to indentify tops and bottoms in the market.

Market Breadth & Timing

Market breadth and momentum indicators to gauge the market's overall direction.

Mutual Fund Screening & Analysis

Screening for and analyzing mutual funds.

Online Discount Brokers

In-depth reviews of online discount brokers and their tools, features and flaws.

Portfolio Management

Constructing a portfolio of investments and the issues involved, including risk management.

Software Reviews

In-depth reviews of some of the most popular investment-related software.

Stock Screening & Analysis

How to filter for prospective stocks, plus techniques and resources for analyzing individual stocks.

Stock Valuation

Determining the "true worth" of a company.

Technical Analysis & Charting

Using technical indicators and charts to help time your buy and sell decisions.

Tax Preparation

Using computerized tools and resources to prepare and file your personal income taxes.

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