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03.18.2007 at 04:20PM PDT, ID: 22457084
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Investment tracking software

Asked by Lucynka in Investment Software, Windows XP Operating System, Microsoft Windows Operating Systems

Tags: investment, tracking, software

I'm looking for software for my stock trades. I need it to keep track of my transactions and capital gains/losses on them. It needs to be able to calculate the cost basis, use FIFO, calculate stock spilts etc.

Does anyone have a good recommendation?

Thank youStart Free Trial
[+][-]03.18.2007 at 06:55PM PDT, ID: 18745806

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[+][-]03.18.2007 at 07:31PM PDT, ID: 18745917

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[+][-]03.18.2007 at 08:05PM PDT, ID: 18746027

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[+][-]03.18.2007 at 10:54PM PDT, ID: 18746407

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Zones: Investment Software, Windows XP Operating System, Microsoft Windows Operating Systems
Tags: investment, tracking, software
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Solution Provided By: mattyfonz
Participating Experts: 2
Solution Grade: B
 
 
[+][-]03.19.2007 at 06:51AM PDT, ID: 18748012

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[+][-]03.19.2007 at 07:30AM PDT, ID: 18748280

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[+][-]03.19.2007 at 10:25AM PDT, ID: 18749848

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03.18.2007 at 06:55PM PDT, ID: 18745806
simpswr:
Quickien Premier does that . .
Assisted Solution
 
03.18.2007 at 07:31PM PDT, ID: 18745917
mattyfonz:
or you could try microsoft money.
http://www.microsoft.com/money/ProductDetails.aspx?pid=004&active_tab=Compare
it might have what your looking for
Assisted Solution
 
03.18.2007 at 08:05PM PDT, ID: 18746027
Lucynka:
I read many conflicting things about Quicken. Does someone know how these two products really compare? I'm a little worried about the certificate required by Microsoft Money. But I also worry about the download restrictions with Quicken.
 
03.18.2007 at 10:54PM PDT, ID: 18746407
mattyfonz:
Accepted Solution
 
03.19.2007 at 06:51AM PDT, ID: 18748012
simpswr:
What are the download restrictions with Quicken? . . I use it regularly to download stock transactions
 
03.19.2007 at 07:30AM PDT, ID: 18748280
Lucynka:

>>>What are the download restrictions with Quicken?
Here is an article about this. I also read somewhere that these downloads aren't free with most institutions with Quicken while they are free with Microsoft Money. Is that true?

http://financialsoft.about.com/od/softwaretitle1/a/q05_qif.htm
 
03.19.2007 at 10:25AM PDT, ID: 18749848
simpswr:
Yeah . . I remember that change, but my two brokers made the change also, so it did not affect me.  However, my bank has yet to make the move to the QFX so I can't download from them . . The downloads are free with Vanguard and CUNA, but I can't speak to any others.  

I have not used Money, so mayby someone will come along who uses it.
 
 
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