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Features: Software Reviews

Using Investment Account Manager 3

April 15, 2017 by Matthew K. Willms

The co-founder of Quant IX Software details the features of his Investment Account Manager 3 Individual.

The Top Portfolio Management Software

October 15, 2016 by Andrew Plis

The four best programs for managing your portfolio allow you to view breakdowns of assets, track your transactions and calculate performance.

Manage Your Investment Portfolio With Fund Manager

January 16, 2016 by Mark Beiley

Beiley Software’s owner describes how to track the performance of your investments and your portfolios with his Fund Manager program.

Manage Your Portfolios With Investment Account Manager 2

May 16, 2015 by Hareesh N Jayanthi

An in-depth look at software that helps you assess the holdings in your portfolios and gauge their performance.

A Comparison of Tax Preparation Services

March 21, 2015 by Hareesh N Jayanthi

A review of three popular websites for tax preparation show many similarities but also some clear differences.

Quicken 2015 (Premier) for Windows

December 20, 2014 by Hareesh N Jayanthi

After a few years with minimal changes to its popular personal finance software, Intuit has made some valuable upgrades this time around.

Track Your Finances on a Mac With iBank

First Quarter 2012 by Joe Lan

A look at a personal finance program designed for the Mac and capable of syncing with mobile devices.