Re: Portfolio tracking software
I've used TradeLog by Armen Computing, quite successfully. They have built in filters, that you tell it which brokerage, and what your account and PW is, and the date span of interest, and it will download a spreadsheet, which allows you to make any corrections that need to made manually (like stock splits), and then produces a Schedule D for your taxes. It can also create a file for importing into the tax software (TurboTax for sure, and others I believe), so your tax efforts are greatly simplified. Prices are based on number of trades you make in a year (or period of interest). About $70 for up to 200 trades a year, $120 for up to 600. They even have a version for Active Traders, and a mark to market if you are doing that game. Certainly made my tax time easier.
Mens ability to see the future is limited by their horizons of today!