Features: Software Reviews
April 15, 2017 by Matthew K. Willms
The co-founder of Quant IX Software details the features of his Investment Account Manager 3 Individual.
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.
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.
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.
March 21, 2015 by Hareesh N Jayanthi
A review of three popular websites for tax preparation show many similarities but also some clear differences.
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.
First Quarter 2012 by Joe Lan
A look at a personal finance program designed for the Mac and capable of syncing with mobile devices.