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Portfolio Software
Old 08-18-2010, 05:57 AM   #1
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Portfolio Software

Any good, prefer free, portfolio managing software programs ?

I want to be able to enter my stocks and mutual funds and then be able to get daily price changes and have it update my numbers.
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Old 08-18-2010, 06:15 AM   #2
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Yahoo Finance used to do that, may want to check there.
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Old 08-18-2010, 08:44 AM   #3
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I'd suggest you set up an Excel spread sheet. I have the following column headings for each of my investments.

Date
Type - interest, purchase, sale
Amount - $ for above
Price - share price
Shares - #
Current Price
Current $
Interest $
Net P/L

With the totals of those columns you can compute the info you want.
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Old 08-18-2010, 09:53 AM   #4
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Morningstar will manage a portfolio for you if you become a member (basic is free). You'll have to do the leg work with dividend reinvestments, etc. to maintain accuracy, but overall a simple online program.

If you invest at Vanguard - you can pull your other investments together with theirs for a collective view. Others might do this also.
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Old 08-18-2010, 10:57 AM   #5
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You can do this at Yahoo, Morningstar, or Google. I have never checked MSN to see what they offer on their Finance website. You may also want to look at Marketwatch. Again, other than reading a few articles there, periodically, I don't know what they offer.

Or if you have your investments with one broker,their online site should provide you with the functionality you describe.

-- Rita
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Old 08-18-2010, 11:48 AM   #6
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I have a couple of portfolios set up at Yahoo Finance and am happy with the info I get and can customize.
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Old 08-18-2010, 12:21 PM   #7
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I have a couple of portfolios set up at Yahoo Finance and am happy with the info I get and can customize.
Me too.
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Old 08-18-2010, 02:02 PM   #8
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yahoo finance is $10.95 a month. There are quite a few locations to get current quotes.

I am looking for PC software that can go to the web and retrieve the updated values.
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Old 08-18-2010, 02:04 PM   #9
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I am looking for PC software that can go to the web and retrieve the updated values.
Quicken will do it for you.
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Old 08-18-2010, 03:46 PM   #10
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I use Google Finance as an easy way to monitor prices quickly and it syncs-up with my Android phone. Like Dex, I use an Excel spreadsheet that I update periodically to keep track of things by account, etc.
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Old 08-18-2010, 04:09 PM   #11
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yahoo finance is $10.95 a month.
Portfolio tracking is still free, as far as I know. I've been using it for years and have never paid anything.
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Old 08-18-2010, 04:34 PM   #12
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I will second Google Finance. It is free, real time, and you can add in your transactions so you can accurately track your Profit/Loss in real time.
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Old 08-19-2010, 08:52 AM   #13
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Where is the free yahoo, I found
Streaming real-time stock quotes from Yahoo! Finance

[IMG]file:///C:/Users/Bob/AppData/Local/Temp/moz-screenshot-2.png[/IMG][IMG]file:///C:/Users/Bob/AppData/Local/Temp/moz-screenshot-3.png[/IMG]
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Old 08-19-2010, 08:55 AM   #14
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E*trade has a similar product.
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Old 08-19-2010, 08:56 AM   #15
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Just go to Yahoo! Finance - Business Finance, Stock Market, Quotes, News , sign in or register, and pull down the My Portfolios tab at the top.
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