MarketThoughts.com Home Page
 FAQFAQ   SearchSearch   MemberlistMemberlist   UsergroupsUsergroups  StatisticsStatistics   RegisterRegister 
 ProfileProfile   Log in to check your private messagesLog in to check your private messages   Log inLog in 

Looking for program, website, etc to track investments

 
Post new topic   Reply to topic    MarketThoughts.com Forum Index -> Trading Systems and Market Timing Models
View previous topic :: View next topic  
Author Looking for program, website, etc to track investments
gil_happy
Newbie
Newbie


Joined: 03 Jan 2008
Posts: 4

PostPosted: Mon Oct 03, 2011 9:15 am    Post subject: Looking for program, website, etc to track investments Reply with quote

Hello,

Does anyone know of a good program, website, or even MS Excel spreadsheet that I can use to track my investments? I'm sure this has been asked many times, over, but here are some of things I would like support for:

- most of my investment holdings are stocks, so I would like to be able to enter the usual data of purchase date, purchase price, current price, number of shares, ROI, etc
- also, some of the stocks pay a dividend, so I want to be able to add that information
- I also own foreign stocks (I live in the US), so I want to be able to enter the foreign currency amounts.

Then I have the usual 401k, IRA, etc

Any help is greatly appreciated.

Thanks in advance!
Back to top
View user's profile Send private message
Post new topic   Reply to topic    MarketThoughts.com Forum Index -> Trading Systems and Market Timing Models
Author Looking for program, website, etc to track investments Replies
gil_happy
Newbie
Newbie


Joined: 03 Jan 2008
Posts: 4

PostPosted: Tue Oct 04, 2011 12:56 pm    Post subject: Reply with quote

Thanks everyone... I will take a look at these and see which one best suits my needs.
Back to top
View user's profile Send private message
rffrydr
Moderator
Moderator


Joined: 30 Oct 2005
Posts: 16939
Location: Sunny California

PostPosted: Mon Oct 03, 2011 9:46 pm    Post subject: Reply with quote

Some Brokers allow you to download into Excel.
_________________
Today is the Tomorrow you worried about Yesterday!
Back to top
View user's profile Send private message
nodoodahs
Moderator
Moderator


Joined: 06 May 2005
Posts: 2408

PostPosted: Mon Oct 03, 2011 5:53 pm    Post subject: Reply with quote

You might want to check out these ...

Quicken Premier 2011
http://www.quicken.com

Investment Account Manager
http://www.investmentaccountmanager.com

Fund Manager 11
http://www.fundmanagersoftware.com

Not a recommendation. Just a list I came across today.
_________________
I haven’t seen a beatin’ like that since somebody stuck a banana in my pants and turned a monkey loose.
Back to top
View user's profile Send private message

Please log in to view without the ad banners
Display posts from previous:   
Post new topic   Reply to topic    MarketThoughts.com Forum Index -> Trading Systems and Market Timing Models All times are GMT - 6 Hours
Page 1 of 1

 
Jump to:  
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot vote in polls in this forum


Powered by phpBB