Aktienoptionen Portfolio Management Software

7 Beliebte Software-Programme für Portfoliomanager Sind Ihre Investitionen in vielen Orten verbreitet sind Ihre 401 (k) Pläne. Handelskonten Und Sparkonten, die sich an verschiedenen Institutionen befinden Wenn dies der Fall ist, dann erhalten Sie wahrscheinlich separate Updates für jeden über den Status der Konten, die verwirrend werden können. Es kann auch schwierig sein, genau zu wissen, wo man in Bezug auf das Nettovermögen steht. Einige Investoren schwören auf Portfolio-Management-Software, um dieses Problem zu lösen. In einigen Fällen, wie für Privatanleger. Der Umgang mit dieser Art von Software ist ein einfacher Prozess. Im Folgenden finden wir Zusammenstellungen von Portfoliomanagement-Softwareprogrammen für Privatanleger sowie umfangreichere Portfolio-Management-Softwareprogramme für Geldmanager. (Für verwandte Lesung siehe: Welcher Robo-Berater ist das Richtige für Sie) Für Privatanleger Dieses System eignet sich am besten für diejenigen, die auf einem Desktop-Computer arbeiten. Hauptmerkmale für Quicken Premier 2015: Mehrere Portfolioansichten: Asset Allocations. Geografische Regionen, Sektoren, Performance-Vergleiche Einblicke für die Verbesserung Import Transaktionsfähigkeit von Banken und Brokerage-Konten Kostenbasierte Verfolgung Kapitalgewinnschätzungen Performance vs. Markt Vergleich der Fondsvereinbarungen Hilft bei der Entscheidungsfindung im Mobilfunkbereich Mobile Features beinhalten: Kontostände prüfen Track-Budget Updates und Alerts Snap and store Quittungen Preis: 69. Kommt mit einer kostenlosen 30-Tage-Testversion. Wenn Sie das Programm nicht mögen, können Sie vor 30 Tagen deinstallieren, um zu vermeiden, dass sie aufgeladen werden. Kann bis zu 999 Portfolios verfolgen Retirement-Planung Brokerage-Konten College-Fonds Was if-Analyse Capital-Gainloss-Berechnungen Technische Analyse Stochastik. RSI. Trend analysen. (Für verwandte Lesungen, siehe: Tipps für die Aufbewahrung Ihrer Finanzdaten Safe Online.) Preis: 79 Jahre mit technischer Unterstützung oder 109year mit Daten-Feed mit Quote Media für grundlegende und beschreibende Daten für Aktien, ETFs. Und Investmentfonds Diese Software wurde von professionellen Geldmanagern entworfen und wird seit 1985 von Investoren verwendet. Die meisten sagen, dass es das ultimative Werkzeug für eine einfache Konsolidierung ist. Mit dem Portfolio Setup Wizard können Sie Ihre Transaktionshistorie und Guthaben innerhalb weniger Minuten importieren. Sie erhalten auch Transaktionsbuchhaltung für: Personal Version (neu): 89 Pro Version (neu): 295 Advisor Version (neu): 1.395 Diese Portfoliomanagement-Software eignet sich am besten für Privatanleger, Geldmanager und aktive Händler. Es verfolgt den gesamten Handel und bietet eine Portfolio Active Summary sowie eine Portfolio Performance Summary. (Für die dazugehörige Lesung siehe: Wie sich die Berater an Robo-Advisors anpassen können.) Das Portfolio Active Summary umfasst: Beginn des Marktwertes Beiträge Abhebungen Rücknahmeverteilungen Kontogebühren bezahlt Gainloss Marktwert beenden Zusätzlich zu einer Index Performance Summary bietet die Portfolio Performance Summary Leistung für folgende Zeiträume: Vierteljährlich, Jahr-zu-Datum, ein Jahr, drei Jahre, fünf Jahre und zehn Jahre. Weitere wichtige Merkmale sind: Importieren von Funktionen Aktualisierungen und Warnungen Graphing Portfolio Vergleiche Export Kapitalgewinn Informationen zur Steuer-Software Anpassbare Berichte Multi-Währungs-Unterstützung 45 Grafik-Typen 21 Berichtstypen Für professionelle Geld-Manager Diese Software scheint am Anfang kompliziert erscheinen, wenn Sie nicht mit Portfolio erlebt haben Management-Software im Allgemeinen. Allerdings wird es nicht lange dauern, um sich anzupassen. Compliance-Management Modellierung Szenario-Simulation Portfolio-Rebalancing Workflow-Automatisierung 247 Live-Unterstützung (Für verwandte Lesung siehe: Wie man einen Robo-Advisor bewertet.) Compliance-Management Modellierung Szenario-Simulation Portfolio-Rebalancing Workflow-Automatisierung 247 Live-Unterstützung Benchmarking Payrollcommission Performance-Metriken Portfolio Management Risikomanagement Regeln - Basierte ModellierungCompliance Leistungsmessung GIPS IRR Risikobewertung Breakout-Zuweisungen und - renditen Szenario-Tool Renditekurvenanalyse Was bei der Analyse Cashflow-Analyse Komplexe Gebührenberechnungen Branchenspezifische Ideen Preis: Muss mit dem FC-Portfolio Diese Software eignet sich am besten für Hedgefonds. Fondsadministratoren und Private Equity Fonds. (Für verwandte Lesung siehe: 10 Top-Broker-Händler, die auf Social Media folgen.) Account Management Benchmarking Client Management Equities Fondsmanagement Payrollcommission Performance Metriken Risikomanagement Weitere Features: GIPS-konforme Darstellung der Leistungsberichterstattung Umfangreiche Wertpapiere abgedeckt Schnittstellen mit Brokerscustodians Automated Broker Custodians Versöhnung Client Management und Abrechnung Scheckschreiben Workflow Engine Reports Verteilungsmotor Integriertes Hauptbuch Preis: Muss Kontakt eFront (kostenlose Testversion verfügbar) Diese Software eignet sich am besten für Private-Equity-Firmen, die Konsistenz sichern, Schlüsselaufgaben automatisieren, tiefer produzieren Analyse und Verbesserung der Auditabilität. Diese Software gibt es schon seit 1999 und wird derzeit von 700 Unternehmen genutzt. Neben den Private-Equity-Firmen wird die Software von Immobilien-Investmentgesellschaften, Banken und Versicherungen genutzt. Das Training ist über Webinare, Live-Online-Support und In-Person verfügbar. Benchmarking Fondsmanagement Risikomanagement Die Leistungsliste ist nicht lang, aber diese Software ist mehr darauf ausgerichtet, schnell Daten zu sammeln und zu validieren, und eine hochwertige Analyse, die zu besseren Investitionsentscheidungen führen wird. Sie können eFront Front PM on-premise oder über die Cloud verwenden. Die untere Linie Die beste Portfolio-Management-Software hängt von Ihrer Situation und Ihren Zielen ab. Die richtige Portfoliomanagement-Software für jemand anderes ist vielleicht nicht die beste Lösung für Sie. Seien Sie sicher, jede Option zu studieren und gid ein wenig tiefer, bevor Sie irgendwelche Einkäufe machen. Auch in Erwägung ziehen, alle verfügbaren kostenlosen Versuche zu nutzen. (Weitere Informationen finden Sie unter: Wie Technologie hilft Finanzberater.) Beta ist ein Maß für die Volatilität oder das systematische Risiko eines Wertpapiers oder eines Portfolios im Vergleich zum Markt als Ganzes. Eine Art von Steuern, die auf Kapitalgewinne von Einzelpersonen und Kapitalgesellschaften angefallen sind. Kapitalgewinne sind die Gewinne, die ein Investor ist. Ein Auftrag, eine Sicherheit bei oder unter einem bestimmten Preis zu erwerben. Ein Kauflimitauftrag erlaubt es Händlern und Anlegern zu spezifizieren. Eine IRS-Regel (Internal Revenue Service), die strafrechtliche Abhebungen von einem IRA-Konto ermöglicht. Die Regel verlangt das. Der erste Verkauf von Aktien von einem privaten Unternehmen an die Öffentlichkeit. IPOs werden oft von kleineren, jüngeren Unternehmen ausgesucht. DebtEquity Ratio ist Schuldenquote verwendet, um ein Unternehmen039s finanzielle Hebelwirkung oder eine Schuldenquote zu messen, um eine Person zu messen. Fund Manager ist leistungsstarke Portfolio-Management-Software. Fondsmanager ist in Personal-, Professional - oder Advisor-Versionen für den einzelnen Anleger, professionellen Händler oder Anlageberater erhältlich. Vergleichen Sie diese Produkte, um das Fondsmanager-Programm zu finden, das für Sie richtig ist. - Spuraktien, Fonds, Optionen, Anleihen, etc. - Leistungsfähige Grafik - Umfangreiche Berichte - Kapitalgewinnberechnungen - FIFO, AVG oder Specific Lot - Waschverkaufsunterstützung - Export zur Steuersoftware - Ertragsberechnungen (GIPSAIMR-konform) - Technische Analyse - Abrufen Preise aus dem Internet - Abwicklung von Transaktionen aus Brokerfund - Nachlaufverlust-Alerts - Import von Quicken, Geld oder Text - Bond-Berechnungen - Zeitplan - Mehrwährungs-Support - Brokerdealer-Schnittstellen - Client-Management, Gebührenberechnungen - Mehr Portfolio-Management-Funktionen Voll funktionsfähige Evaluierungsversion Side-by-Side-Feature-Vergleich Screenshots von einigen Graphen und Berichten sind verfügbar. Um den Fondsmanager auszuprobieren, besuchen Sie die Download-Seite für eine voll funktionsfähige Evaluierungsversion. Eine Vielzahl von Tutorials stehen zur Verfügung. Sehen Sie sich das anfängliche Tutorial an, um schnell Ihren Weg um den Fondsmanager zu erlernen. Nach dem Auswerten des Programms können Sie eine lizenzierte Kopie erwerben. QuotA GREAT-Programm - produziert ein besseres Finanzbild als mein Merrill Lynch-Broker entwickeln kann. quot quotI wollte nur einen Moment danken, um Ihnen für die absolut ausgezeichnete Software, die den Fondsmanager umfasst, zu danken. Mit diesem Programm hat Tracking mein Portfolio so viel einfacher. Ich bin nur eine durchschnittliche Person, die versucht, klug zu investieren, und Ihr Programm hilft, dies zu erleichtern, um zu tun. quot quotYour Programm hat ein so großartiges Potenzial für Berater und wir sind absolut zufrieden mit ihm und die Unterstützung youve gegeben us. quot Ein Fondsmanager Überprüfung ist Computered Investments vorgestellten Artikel für Januar 2016.Die Top Portfolio Management Software von Joe Lan Für eine aktualisierte Version dieses Artikels klicken Sie hier. Da ein persönliches Portfolio im Laufe der Jahre wächst, umfasst es oft mehrere Investmentkonten, darunter 401 (k) s, IRAs, Brokerage Accounts und Sparkonten. Die Verfolgung all dieser Konten genau ist eine schwierige Aufgabe, und viele Investoren benötigen Hilfe. Portfolio-Management-Software-Programme, die im Laufe der Jahre immer leistungsstärker geworden sind, verbessern sich weiter und sind gut gerüstet, um den einzelnen Investoren zu helfen, ihre persönlichen Portfolios zu überwachen. In diesem Issuersquos-Vergleich untersuchen wir drei Portfoliomanagement-Softwareprogramme: Investment Account Manager Version 2, Fondsmanager 12 und Quicken Premier 2013. Diese drei Softwareprogramme haben in unseren bisherigen Vergleichsartikeln Auftritte gemacht. Neben der Aktualisierung ihrer Funktionen und Funktionen gehe ich hier einen Schritt weiter und stelle Ihnen Beispiele für die Erstellung eines Portfolios mit diesen Softwarepaketen zur Verfügung und zeige einige der bemerkenswerten Berichte. Warum Software Die Entwicklung und Erweiterung von High-Speed-Internet bedeutet, dass ausgefeilte Tools aus Ihrem Web-Browser ausgeführt werden können. Im Laufe der Jahre sind Web-basierte Portfolio-Tracker sehr populär geworden, und sie jetzt deutlich übertreffen Portfolio-Tracking-Software. Web-basierte Portfolio-Tracker bieten Echtzeit-Preisprogramme (in der Regel gegen Gebühr) und informieren Sie über aktuelle Nachrichten über Bestände in Ihrem Portfolio. Die besten Online-Portfoliomanager können direkt mit Ihren Investmentkonten synchronisieren, dh Sie müssen keine Updates manuell eingeben. Aber während Web-basierte Portfolio-Tracker sind fähige Tools, Software-basierte Portfolio-Manager noch ein erhebliches Upgrade in vielen Bereichen. Der Hauptunterschied, den ich mit Software bemerkt habe, ist die Fülle von leistungsstarken Berichten, die für Web-basierte Programme nicht verfügbar sind. Darüber hinaus können Softwareprogramme Gewinne und Verluste und Performance für einzelne Portfolios sowie die Gesamtleistung für mehrere Portfolios besser berechnen. Es ist auch erwähnenswert, dass es keine Mac-basierten Softwarepakete gibt, die erwähnenswert sind. Quicken, die in diesem Vergleich überprüft wird, bietet eine Mac-basierte Quicken Essentials, die Ihr Portfolio und einzelne Aktienwerte verfolgen können, aber das Programm bietet nicht die Investitionsberichte, die Quicken Premier bietet. Die beste Wette für Mac-Nutzer ist die Premium-Online-Portfolio-Tracker von Morningstar angeboten. Wenn irgendwelche Mac-Benutzer unter unseren Mitgliedern über qualitativ hochwertige und leistungsfähige Portfolio-Softwarepakete wissen, die sie gerne teilen möchten, würden wir uns freuen, eine praktische Überprüfung durchzuführen. Für einen detaillierten Vergleich von Online-Portfolio-Tracker, siehe das vierte Quartal 2012 Computerized Investing Vergleich. Features und Funktionalität Die meisten fähigen Portfolio-Management-Programme bieten ähnliche Funktionen. Aber da Software im Allgemeinen nicht frei ist, ist die Anpassung Ihrer persönlichen Bedürfnisse an ein Software-Programm ein wichtigeres Problem als bei der Auswahl zwischen den kostenlosen Online-Portfolio-Tracker. Die Portfoliosoftwarepakete, die wir in diesem Vergleich überprüfen, kosten 100 oder mehr, also seien Sie sicher, die am besten geeignete für Ihre Bedürfnisse zu wählen. Unser Vergleichsraster zeigt die Features unserer drei Picks. Kosten und Zeitverpflichtungen Die Investition in Portfolio-Management-Software wird unweigerlich mit bestimmten Kosten verbunden sein. Zusätzlich zu den monetären Kosten, müssen Sie die Zeit betrachten, die Sie verbringen lernen, das Programm zu benutzen. Was es braucht, um das Programm zu konfigurieren, wie einfach es zu bedienen ist und wie gut es mit Ihren persönlichen Bedürfnissen umgehen kann, wird schließlich zu größeren Faktoren als die monetären Kosten des Programms. Wenn Sie ein neues Programm lernen, sollten Sie erwarten, ein paar Tage oder sogar Wochen zu verbringen, um zu wissen, wie es funktioniert, bevor es in der Lage ist, es gut zu benutzen. COMPARISON: TOP PORTFOLIO MANAGEMENT PROGRAMME Format Schlüssel: ASCII universeller Klartext CSV kommagetrennte Werte DOC Word Dokumente OFX, QFX Open Financial Exchange PDF Adobe Reader Format QIF, PRN Quicken TXT Textdatei XLS Excel In unserem Vergleich haben wir uns bemüht, gründlich zu arbeiten Verwenden Sie die Programme, um eine genaue Maßstab für jede programrsquos Stärken und Schwächen zu nehmen. Zum Glück bieten zwei der drei Programme voll funktionsfähige Demos, so dass alle potenziellen Benutzer das Programm für sich selbst vor dem Kauf ausprobieren können (Quicken Premier bietet keine Demo oder Testversion). SecuritiesAssets behandelt Die Bedeutung einer Programmierung Fähigkeit, eine Vielzahl von verschiedenen Wertpapieren zu behandeln kann nicht übertrieben werden. Wenn Sie sich ein Programm anschauen, vor allem, wenn Sie eine lange Investitions-Zukunft haben, sollten Sie nicht nur, ob es die Investitionen, die Sie derzeit besitzen, umgehen können, sondern auch, wenn es in der Lage sein wird, Investitionen zu verfolgen, die Sie wahrscheinlich in der Zukunft besitzen können. Programme, die sich auf bestimmte Bereiche spezialisieren, wie z. B. Optionen. Für die Zwecke dieses Vergleichs stehen wir jedoch für Programme, die die Wertpapiere unterstützen, die die meisten Einzelinvestoren besitzen, die wichtigsten sind Aktien, Anleihen und Fonds. Eine Programmierung der Fähigkeit, zwischen den Asset-Typen zu unterscheiden, ist besonders wichtig, da sie sicherstellt, dass Asset Allocation und Branchenberichte korrekt generiert werden. Eine Investorität, die eine schnelle und genaue Beurteilung der Asset Allocation ermöglicht, ist entscheidend. Transaktionen abgewickelt Die Transaktionen, die von einem Portfolio-Management-Programm unterstützt werden, stehen in engem Zusammenhang mit den Arten von Wertpapieren, die die Software verarbeitet. Alle hier verglichenen Programme behandeln Standardtransaktionen wie Kauf und Verkauf von Wertpapieren und erhalten Bargelddividenden. Jedes dieser Programme behandeln genügend Arten von Transaktionen, um die meisten individuellen Investoren zu erfüllen. Mit all diesen Programmen können Sie Sicherheitslistenzuordnungen für eine Transaktion angeben. Diese Funktion ist für Steuerpflicht - und Nachverfolgungsleistungen von Nutzen. Ein ldquolotrdquo ist die Gesamtzahl der Einheiten, die an einem bestimmten Handel beteiligt sind. Wenn Sie Dividenden aus Ihren Investmentfonds und Aktien reinvestieren, werden Sie sich über viele Zeit lang viele Lose verfolgen. Jedes solide Portfolio-Management-Paket wird automatisch übereinstimmen Kauf und verkaufen Lose für verschiedene Buchhaltungsstrategien für die Zwecke der Verringerung der Steuerbelastung. Zu den Strategien gehören: first-in-first-out (FIFO). Durchschnittliche Kosten und spezifische Menge. Mit einem Programm, das alle drei behandeln kann, ist bequem. Darüber hinaus können diese Portfoliomanagement-Software-Programme automatisch Ihre Transaktionen von einem Brokerage-Konto herunterladen. Das spart viel Zeit und verschont Ihnen die Eingabe in jede Position und Transaktion. Sie müssen jedoch für jede Position noch Kostenbasis eingeben. Transaktionsberichte Berichte ermöglichen es Ihnen, Ihr Portfolio und Ihre Investitionen zu analysieren. Der Detaillierungsgrad in den Berichten ist einer der größten Unterschiede zwischen bezahlten Portfoliomanagementprogrammen und ihren preiswerteren (oftmals kostenlosen) Online-Pendants. Die drei hier abgedeckten Werkzeuge variieren in den Typen und der Flexibilität der Berichterstattung. Bei der Auswahl eines Programms, achten Sie darauf, zu prüfen, ob das Programm kann die Arten von Berichten, die Sie wollen und andere Berichte, die Sie derzeit nicht in Ihrer Analyse verwenden können. Diese zusätzlichen Berichte können die Gesamtbewertung Ihres Portfolios verbessern. Während Sie sicher sein wollen, dass ein Programm genügend Flexibilität und Funktionalität bietet, um Ihre Analyse abzuschließen, sollten Sie auch zukünftige Bedürfnisse in Bezug auf Wertpapiere und Transaktionen, die zusammen mit Reporting-Fähigkeiten behandelt werden, berücksichtigen. Das Vergleichsraster listet die wichtigsten Berichtstypen der Portfoliomanagementprogramme auf. Der aktuelle Bestandsbericht legt die Zusammensetzung Ihres Portfolios fest. Zumindest werden die Programme die Wertpapiere, die Sie halten, zusammen mit den Einheiten, den Kosten und dem aktuellen Marktwert auflisten. Die meisten Software-Programme werden auch einige Asset-Zuweisung und greifen Daten direkt auf der Hauptseite. Die Bestände durch den Losbericht verteilen die Portfoliozusammensetzung in feinere Schritten, wobei jeder Kauf zu einem bestimmten Datum und Preis angegeben wird. Dies gibt eine detaillierte Geschichte Ihrer Transaktionen und bietet Anleitungen für den Verkauf. Steuerpläne sind Berichte, die sich auf Schedule B und Schedule D IRS Formulare beziehen. Entworfen für die Berechnung von Zinsen und Dividenden aus einem Portfolio erhalten, Plan B Berichte können Sie Schätzung Steuer Schulden (oder Kredit) vor Jahresende Aussagen kommen. Steuerplan D-Berichte berechnen langfristige Kapitalgewinne und Match-Vermögenswerte, die Kapitalgewinne mit Steuerschulden erbringen werden. Idealerweise sollte das Programm auch die ausländische Steuer auf Ihre Wertpapiere einbehalten, um sicherzustellen, dass die ordnungsgemäße Gutschrift bei der Ausfüllung Ihrer Steuern berücksichtigt wird. Steuerberichte sind für ein bestimmtes Steuerjahr vorgesehen, so dass Programme im Allgemeinen ein Dialogfeld enthalten, um das Jahr zu wählen, um zu berichten. Allerdings ist keines der Portfoliomanagementprogramme auf Steuerberichterstattung spezialisiert, so dass ihre Fähigkeiten begrenzt sein können. Online-Brokerage jetzt auch detaillierte Steuer-Berichte. Aber Steuerberichte können schwierig sein, wenn Ihre Situation komplex ist, kann es umsichtig sein, mit einem Steuerfachmann zu konsultieren. Der prognostizierte Cashflow-Bericht dient als Prognose der erwarteten Portfolio-Cash-Erträge aus Dividenden, Zinsen und Anleihe-Fälligkeiten. Dieser Bericht eignet sich besonders für Anleger wie z. B. im Ruhestand, die sich stark auf einkommensbezogene Investitionen verlassen. Bond Fälligkeit Zeitpläne sind sehr nützlich bei der Unterstützung der Anleger, um schnell zu beschädigen Kapital, das fällig wird. Sie können auch verwendet werden, um gegen das Zinsrisiko zu schützen, eine wichtige Funktion, die dem aktuellen Umfeld gegeben wird. Das Anpassen von Berichten kann inhaltlich verknüpft sein, so dass Sie die Zeitspanne oder die Kosmetik-bezogene Option auswählen können, so dass Sie Spalten - und Zeilenüberschriften oder sogar Schriftgröße auswählen können. Portfolio-Warnungen lassen Sie wissen, wann eine Sicherheit eine vorgegebene Preisschwelle überschritten hat. Eine solche Warnung kann die Notwendigkeit einer Untersuchung hervorheben, die sonst unbemerkt bleiben könnte. Performance Reports Ein wesentlicher Bestandteil des Portfoliomanagements ist die Ermittlung und Analyse der Performance. Kostenlose Online-Portfolio-Tracker können in der Regel keine benutzerdefinierten Zeitbereiche festlegen oder Leistung für Subportfolios generieren, während Leistungsberichte in Softwareprogrammen diese beiden Bedenken lindern. Das Vergleichsraster fasst jede Funktionalität des Leistungsmanagements zusammen. Die verfügbaren Leistungsberichte werden in den Zusammenfassungen der folgenden Programme ausführlicher erörtert. Ein Programm sollte Berichte für Wertpapiere, Branchen und Assetklassen zur Verfügung stellen, die die Performance - und Asset Allocation Analysen beinhalten. Einige Programme erlauben eine Untersuchung unter verschiedenen Assetklassen, während andere Industrie, Sektor und individuelle Sicherheitsausfälle bieten. Berichte über einzelne und mehrere Portfolios sind wichtig, um die diversifizierten Aspekte aller Ihrer Konten zu adressieren. Alle drei Programme bieten auch Zwischenperioden-Renditen auf Berichten an, mit denen Sie die Sicherheitsleistung während eines bekannten Marktumfelds überwachen können: Die Programme speichern Snapshots Ihrer Portfolios zu verschiedenen Zeiten und geben Auskunft darüber, wie sich Portfolios während verschiedener Marktzyklen ausführen. Einige Portfoliomanagementprogramme bieten die Möglichkeit, sowohl eine wertgewichtete (auch als dollargewichtete) interne Rendite (IRR) als auch eine zeitgewichtete Rendite zu berechnen. Der IRR ist in der Regel der beste Maßstab, denn er repräsentiert die Rendite, die durch Ihre Investitionen erwirtschaftet wird. Es berücksichtigt die Zeit, in der Zuflüsse und Abflüsse an das Portfolio, die Höhe dieser Ströme und die kombinierten Auswirkungen auf die Gesamtrendite vorgenommen werden. Die zeitgewichtete Rendite wird am häufigsten verwendet, um die Performance von Anlageentscheidungen eines Geldmanagers zu analysieren. Eine zeitgewichtete Berechnung ignoriert die Auswirkungen von Bargeld, die dem Portfolio hinzugefügt oder aus diesem entfernt werden. Allerdings sollten Zuflüsse und Abflüsse von einzelnen Investoren berücksichtigt werden, nicht nur, weil eine Person die Kontrolle über sie hat, sondern auch, weil sie sehr häufig mit Ruhestand Konten und wird einen großen Einfluss auf die Portfoliorsquos Rendite haben. Steuerbereinigte Renditeberichte generieren Pretax - und Aftertax-Renditen, berechnen die Steuerschulden Ihrer Transaktionen und melden die Auswirkungen auf die Rendite. Data Support Portfolio Software-Programme können Preise und Portfolio-Werte aus dem Internet herunterladen. Darüber hinaus sind sie in der Regel in der Lage, direkt herunterladen Transaktionen und Betriebe aus Brokerage-Konten jedoch müssen die Nutzer ihre Brokerage Login-Informationen und Kontonummer. Bestimmte Programme erlauben auch den Datenimport ohne direkte Synchronisierung mit einem Brokerage-Account. Diese Methode erfordert nicht, dass Benutzer Brokerage-Login und Kontoinformationen bereitstellen. Top-Portfolio-Management-Programme Quicken Premier 2013 Quicken Premier ist eines der bekanntesten Finanz-Software-Programme zur Verfügung. Die aktuelle Version ist Quicken Premier 2013, die für 99 von Intuit gekauft werden kann. Denken Sie daran, dass Quicken Premier als umfassendes Geldmanagement-Tool konzipiert ist. Daher ist das Programm kompetent in der Handhabung von Investment-Konten sowie alle Arten von Bankkonten, einschließlich Überprüfung und Einsparungen. Quicken erweitert die Anzahl der Banken und Makler, auf die es automatisch synchronisieren kann. Laut ihrer Website können über 12.000 Banken und Brokerage mit der Kontenliste im Programm synchronisiert werden. Quicken jetzt auch automatisch kategorisiert die meisten der Elemente nach der Synchronisierung mit einem Online-Konto. Darüber hinaus werden die Portfoliowerte alle 15 Minuten aktualisiert. Erstellen Sie Ihre Konten ist sehr einfach. Der Setup-Assistent führt Sie durch den Prozess, zuerst fragen Sie nach einem primären Girokonto und dann können Sie zusätzliche Konten hinzufügen. Der einfachste Weg, um ein Investment-Portfolio zu erstellen, besteht darin, ein Konto hinzuzufügen und Quicken zu erlauben, direkt mit Ihrem Brokerage-Konto zu synchronisieren. Wenn Sie nicht die notwendigen Kontoinformationen angeben möchten, können Sie auch die erweiterte Setup-Funktion verwenden, um Ihre Transaktionen manuell einzugeben. Wenn Sie sich entscheiden, dass Quicken automatisch Ihre Konten synchronisiert, werden alle Ihre Transaktionen in jedes Konto in Ihrer Kontenliste geladen. Wie Sie in der hier aufgeführten Quicken Accounts Amp-Wertpapierliste sehen können, listet das Programm die Bestände in jedem Konto auf der linken Seite auf. Sie können separate Seiten für Ausgaben, Rechnungen, Planung und Investition (die abgebildet ist) durch Anklicken der Hauptüberschrift-Tabs anzeigen. Die Vermögenswerte, die das Programm abwickeln kann, umfassen Bargeld, Aktien, Anleihen, Investmentfonds und Exchange Traded Funds (ETFs). Leider gibt es keine Unterstützung für Immobilieninvestitionen, Annuitäten oder benutzerdefinierte Wertpapiere. Als AAIIrsquos Model Shadow Stock Portfolio in das Programm geladen wurde, wurden die Assetklassen nicht identifiziert. Allerdings können Benutzer schnell fehlende oder fehlerhafte Informationen reparieren, indem sie auf den Namen der Sicherheit klicken und ldquoedit Sicherheit Details auswählen. rdquo Quick Premier bietet die umfangreichste Liste der Berichte unter den drei Portfolio-Management-Software-Programme im Vergleich hier. Neun getrennte Berichte werden für Investitionen, einschließlich Kapitalerträge, die Investitionstätigkeit investieren, Asset Asset Allocation, Ertrag, Performance und Transaktionslaufzeit für Fixed Income Portfolio Wert und Portfolio Kosten Basis zur Verfügung gestellt. Ein Berichtsmenü steht rechts oben im Programm zur Verfügung, in dem alle verfügbaren Berichte aufgelistet sind. Während diese Berichte sind in der Regel selbsterklärend, gibt es ein paar wert Hervorhebung. Der Investitionstätigkeitsbericht zeigt Ihre Zinsen, Dividenden, Kapitalgewinne (kurz - und langfristige) und realisierte Gewinne an. Darüber hinaus zeigt der Bericht auch Ihre Anfangs - und Endwerte sowie Ablagerungen und Abhebungen an. Sie können zwischen einer Reihe von Zeiträumen, einschließlich täglich, monatlich, vierteljährlich und jährlich umschalten, oder Sie können Ihre eigene benutzerdefinierte Reichweite eingeben. Quicken Premierrsquos Bericht mit dem Fälligkeitsdatum der festverzinslichen Investitionen ist bemerkenswert. In der Regel wird diese Art von Informationen von einem Makler nur für Kunden, die ein Full-Service-Konto haben, zur Verfügung gestellt. Diese Art von Bericht kann Investoren helfen, eine Anleihe zu bauen ldquoladder. rdquo Eine Bond-Leiter bezieht sich auf den Kauf von Anleihen mit Zinszahlungen und Fälligkeitsdaten, die über mehrere Monate oder Jahre verteilt sind. Die Verwendung von Anleihenleitern hilft, das Zinsänderungsrisiko zu lindern und den Anlegern die Möglichkeit zu geben, regelmäßig Einkünfte zu erzielen. Sechs Berichte sind auch im Steuerbereich verfügbar. Diese Berichte unterstützen die Nutzer bei der Festlegung ihrer Veräußerungsgewinne für diejenigen, die Einzelabschläge verwenden, das Programm bietet auch einen Schedule A Bericht. Ein Steuerplan und eine Steuerzusammenfassung skizzieren die steuerlichen Konsequenzen Ihrer Anlagetransaktionen. Der Anlageleistungsbericht kann über anpassbare Zeitbereiche hinweg angezeigt werden. Investment Account Manager Version 2 Investment Account Manager (IAM) ist ein reines Portfolio Management Programm und macht es etwas anders als Quicken Premier. Das Programm kostet 139, aber es gibt 20 Rabatt für Mitglieder von AAII (siehe die Sonderangebote Abschnitt unter Mitglied Vorteile bei aaii für weitere Details über den Rabatt). Die kostenlose 30-Tage-Testversion bietet eine voll funktionsfähige Version des Programms. Das Erstellen eines Portfolios ist einfach, und das Programm führt Sie durch den Prozess. Wenn Sie IAM zum ersten Mal öffnen, können Sie die Transaktionsdaten entweder direkt aus einem Brokerage-Account herunterladen oder die Daten manuell eingeben. Während unserer Tests haben wir Investitionsbeteiligungen direkt von Scottrade heruntergeladen, die eine Kontonummer und ein Passwort eingeben mussten. Der Prozess zum Herunterladen von Transaktionen war einfach und die abgerufenen Daten waren korrekt. Wieder einmal haben wir das AAIIrsquos Model Shadow Stock Portfolio zum Testen verwendet. Sie können die Kostenbasis manuell bearbeiten, nachdem Ihr Portfolio heruntergeladen wurde. Neben Aktien, Anleihen, Investmentfonds und Exchange Traded Funds kann das Programm auch Immobilieninvestitionen, Optionen und benutzerdefinierte Wertpapiere abwickeln. Darüber hinaus können Sie Käufe, Verkäufe, Dividenden, Leerverkäufe, Margin-Transaktionen, Aktiensplits, Reinvestitionen, Zins-, Provisions - und Anleiheprämien und Rabatte verfolgen. Nach der Erstellung Ihrer Portfolios (Sie können auch ein Portfolio mit unbegrenzten Beständen bevölkern), werden sie auf der linken Seite der Seite gelistet. Wenn Sie auf ein einzelnes Portfolio klicken, werden alle Investitionen für dieses Portfolio geladen. Der aktuelle Wert, der nicht realisierte Gewinn und Verlust, das geschätzte Einkommen und das letzte Aktualisierungsdatum werden oben links im Programm dargestellt und die jährliche Aktivität für das Portfolio wird im Folgenden bereitgestellt. Sie können aus sieben Registerkarten wählen, um Daten über das ausgewählte Portfolio anzuzeigen. Die Registerkarte Portfolio-Werte zeigt Ihre Bestände zusammen mit der Menge, Einheit und Gesamtkosten, Marktwert und Gewinne und Verluste. Die Registerkarte Einkommen empfängt eine Aufschlüsselung Ihrer einkommensschaffenden Investitionen zusammen mit ihren steuerlichen Konsequenzen. Eine Auflistung der im laufenden Jahr verkauften Wertpapiere ist ebenfalls vorgesehen. Die Registerkarten Holdings Summary und Allocation Summary bieten nützliche Informationen über Ihr Portfolio als Ganzes und stellen eine Aufschlüsselung der Portfoliorsquos Asset Allocation und Transaction History dar. Darüber hinaus werden die Betriebe in Prozent des Gesamtportfolios ausgewiesen. Schließlich wurden vor kurzem zwei zusätzliche Tabs hinzugefügt. MdashTransactions und Fundamentals. Die erste listet einfach die Portfoliotransaktionen durch einstellbare Zeitrahmen auf. Die zweite präsentiert häufig verwendete Verhältnisse wie Rendite, Preis-Gewinn-Verhältnis und Preis-Gewinn-Wachstums-Verhältnis und wird hier in der Abbildung gezeigt, die als Investment Account Manager Fundamentals Tab bezeichnet wird. Um Portfolio-Werte zu aktualisieren, musst du am Anfang des Programms auf die Schaltfläche "Preise aktualisieren" klicken, da das Programm die Werte nicht automatisch aktualisiert. Zahlreiche Berichte werden vom Investment Account Manager bereitgestellt und jeder der Berichte wird durch Auswahl des Berichts aus dem Pulldown-Menü Reports und Graphs ausgeführt. Einer der nützlichsten Berichte ist der Portfolio Allokation Report. Nach der Auswahl dieses Berichts können Benutzer über das Popup-Fenster Portfoliozuweisungsziele festlegen. Der Bericht wird mit festgelegten Zielportfoliozuweisungen in der hier dargestellten Abbildung mit dem Merkmal Investment Account Manager Portfolio Allokationsbericht ausgewiesen. Investment Account Manager bietet einen nach oben gerichteten Bericht, der auch vergeben werden kann. Das Ups-down-Verhältnis ist eines der Better-Investingrsquos klassischen Risikomaßnahmen. Es mißt das Verhältnis eines Stockrsquos nach oben, wenn die Dinge richtig gehen, im Vergleich zu seinem Nachteil, wenn die Dinge schief gehen. Im Wesentlichen gibt es eine Bewertung des Risiko-zu-Belohnung-Kompromisses für Investitionen in Ihr Portfolio. Wie bei Quicken Premier ist ein Anleihe-Fälligkeitsplan vorgesehen. Für jeden Bericht können Sie das Portfolio und den Datumsbereich angeben. Für die Leistungsberichte sind die Benutzer in der Lage, wertgewichtete oder zeitgewichtete Renditen zu berechnen und die Performance nach Anlageklasse, Sektor und Branche zu betrachten. Die Berichte können auch als PDF-Datei gespeichert werden. Die Hilfe-Sektion des Investment Account Managers ist sehr nützlich und deckt die meisten Bereiche des Programms ab. Um das Hilfemenü zu öffnen, wählen Sie einfach aus dem Pulldown-Menü Hilfe. Fondsmanager 12 Drei Versionen des Fondsmanagers werden angeboten, persönlich, beruflich und berater. Die persönliche Version des Programms richtet sich an einzelne Investoren und bietet alle Funktionen, die die Nutzer bei der Verwaltung eines persönlichen Portfolios unterstützen, wie z. B. das Abrufen von Werten über das Internet, die Erstellung einer Schar von Graphen und Berichten sowie die Auflistung von Anleihen - und Einkommensplänen. Die professionelle Version, die für Händler bestimmt ist, umfasst technische Analysewerkzeuge, risikorelevante Streudiagramme und Echtzeit-Anführungszeichen. Die Berater-Version ist für institutionelle Investoren, wie Finanzberater und Brokerdealers, und umfasst eine Vielzahl von Client-Management-Funktionen. Es gibt auch erhebliche Preisunterschiede, die mit jeder Version verbunden sind. Die persönliche Version kostet 89, während die professionelle Version 295 ist und die Beraterversion 1.395 ist. Die professionelle Version wurde für den Zweck dieser Überprüfung getestet, und es ist die Version, die in dem Rest dieses Abschnitts abgedeckt ist. Fondsmanager, wie Investment Account Manager, ist ein reines Investment-Management-Software-Programm, ohne persönliche Finanzen Fähigkeiten. Dieses Programm ist nicht so intuitiv zu bedienen wie Investment Account Manager oder Quicken Premier, aber es bietet einige gute Berichte und Performance-Tools. Wenn Sie das Programm zum ersten Mal installieren und es öffnen, startet der Setup-Assistent automatisch. Es gibt ein paar Möglichkeiten, ein Portfolio zu erstellen, aber der schnellste und einfachste Weg ist, das Portfolio direkt über ein Brokerage-Konto zu laden. Noch einmal, wenn Sie damit unangenehm sind, können Sie auch Ihre Transaktionen aus Ihrem Brokerage-Konto in eine kompatible Datei exportieren und dann die Transaktionen in das Programm importieren. Diese Methode erfordert keine Benutzer, um Anmeldeinformationen bereitzustellen und ist bequemer als manuelles Eingeben aller Daten (obwohl Sie Daten manuell eingeben können, wenn Sie wählen). Benutzer sollten den zugeordneten Asset-Typ nach dem Hochladen von Positionen überprüfen. Dies hilft bei der Erstellung von Berichten über die Zeile. In addition to the asset type choices provided by the program, users can also specify their own. After importing or manually creating your portfolio, you can choose from a wide variety of graphs to display in the program. Highlight the portfolio you wish to display on the left-hand side of the program before selecting the graph. For professional users, riskreward scatter plots can be graphed for each investment, asset type, investment goal, symbol or portfolio. These scatter plots graph the time-weighted return against the standard deviation of monthly returns, enabling users to quickly identify items that are underperforming based on the volatility of the investment. To pull up the available graphs, select Graphs from the top toolbar. Shown here is a figure labeled Fund Manger Graph of Portfolio Value. Fund Manager offers several reports that are useful for individual investors. Time-weighted returns can be calculated for specified time ranges as well as for individual securities and asset allocations. The distribution summary displays distributions paid for a time period, and includes dividends, short and long-term capital gains and foreign tax distributions (shown in the figure labeled Fund Manager Distribution Summary). The asset allocation report provides not only the asset allocation breakdown of your portfolio, but also the beginning value and percentage, invested amount, distribution, ending value and percentage and the gain for the selected period. The program also provides a rebalance report that outlines the differences between your asset allocation and a target asset allocation. Make sure that each holding and cash are labeled correctly before using the asset allocation reports. Bond maturity schedules are also provided. Conclusion Overall, each of these three programs reviewed provides users with good choices to track their investments. Two of the programs offer trial accounts, and we suggest making use of them. Hands-on experience is the only way to get a feel for a programrsquos ease-of-use and an idea of the types of reports that can be generated. Portfolio Management Software Ratings Criteria are rated on a scale of one to five, with five denoting the best score. Performance rates how well the program accomplished the typical functions required of complete portfolio management program Documentation rates the quality of the printed materials, on-line helptutorials, and manufacturer support and Ease of Use rates how simple the program is to install, learn and operate While Fund Manager and Investment Account Manager are true portfolio management software programs, Quicken Premier provides additional personal finance capabilities. This added dimension to Quicken Premier makes it worth considering. Unfortunately, Quicken Premier is the only program out of the three reviewed that does not offer a trial account. Discussion Charles Sarahan II from DC posted over 3 years ago: I found value in this article but it did not cover whether the programs provide a report on investment returns that follows the standards issued by the CFA Institute (the old AIMR standards). The article also did not discuss if the programs provide risk adjusted returns. William Law from TX posted over 3 years ago: As a long-time Quicken user I was surprised that the author did not mention that Quicken versions only last 2-3 years, requiring purchasing new software. Also, Quicken cannot update several of my accounts that have added security features, requiring those accounts to be manually updated. There are a few other quirky features. Mark Beiley from AZ posted over 3 years ago: I work for Beiley Software (Fund Manager). Thank you for including us in your review. I did want to add a couple of commentsclarifications: - The version comparison table shows Fund Manager not supporting short and bond transactions. This is not correct, we support both of these transaction types. - The ratings table mentions that broker downloads may not be accurate, and there is no complete transaction list. Broker downloads are accurate, and the complete transaction list is available in either the Investment Transaction report, or in the Data Register window. The review didnt touch on multiple currency support, but it may be relevant for many investors to know that Fund Manager supports multiple currencies. You can track investments in up to 25 different currencies, and view your reportsgraphs in either the nativeassigned currency, or converted into a default currency of your choice. Herman Schultz from FL posted over 3 years ago: Do any of these run on Apple computers. You dont say Herman Schultz from FL posted over 3 years ago: Sorry, yes you did. Michael Gilbert from IL posted over 3 years ago: Three major annoyances with Quicken: For equities that you have sold short (including sell to open options), the Return in the portfolio view displays 0. When the position is closed, the Return is correctly calculated. But this makes the totals on the views worthless. I have a fair number of bull call spreads which really skews the totals. It is next to impossible to manage the views. I created separate views for each of my investment services, but the closed positions intermittently drop themselves from the view. When new securities are added they randomly show up in the views. In the reports, views cannot be specified. ignorant of views. Gale Hamilton from VT posted over 3 years ago: I am primarily interested in getting asset allocation reports which allow both preset allocation types as well as allowing for user designated types to fine tune my reports. Does anyone know the best investment management software for this information J Sassman from TX posted over 3 years ago: I have been using Quicken Home Business software for the past several years but stopped using the Portfolio Management portion last year because of errors I was having with it. I now use Account Manager and am satisfied with it. Leonard Vaughn from WA posted over 3 years ago: I finally gave up having Quicken manage my portfolio -- after about 20 years of use. It repeatedly missed transactions (recording short sales when I had the security in the portfolio, etc.), corrupted files, and other mysterious problems. It never did track options properly. Like a previous commenter, I found their 2-3 year support unsatisfying. I read this article hoping something better was available. For now, Ill stick with my brokerage firms tools, which really are quite good as long as the majority of your accounts are held with them. Karl Anderson from NM posted over 3 years ago: Portfolio Analyst my MTH software is available for Mac users. I would be interested in hearing a review on that package. Just ran into it with a quick Google search. Rik Yates from New Jersey posted over 3 years ago: Within the past year I have converted my household completely to Mac after many years with PC. I did some research seeking some good portfolio management software for the Mac and did have some trouble finding something. Eventually I came across software that a number of former Quicken users were recommended. It is called iBank from IGGSoftware. It does offer a free trial. While I do intend on taking them up on it - I would be very interested in your review as well. Charles Layfield from PA posted over 3 years ago: I have found, after using virtually all version of Quicken since Quicken for DOS, that the placeholder entry is a colossal pain in the rump. Many brokerage firms release their transactions to the customer concurrent with in-house reconciliation. However, Quicken tends to either duplicate or miss some transactions downloaded from Schwab. Nightly downloads result in redundant entries which are caught by Quicken in the form of Placeholder entries. It seems to me that the software should recognize these transactions as redundant, as IAM does and then eliminate the need for placeholder entries. That being said, trying to get a hold of anyone at Intuit that is not a chimpanzee or someone you have to pay for is virtually impossible. With such a large installed base, they just dont care. They are the only game in town to be taken seriously. Charles Layfield from PA posted over 3 years ago: IAM In addition to Quicken, I have used IAM from the days of Portfolio Record Keeper. A few comments: 1. The program does not reconcile against the brokerage firm data. Thus, the cash balance can be way out of whack forcing a monthly manual reconciliation. 2. The program seems to suffer from some of the same issues that Quicken does regarding downloaded transactions specifically regarding options. I traded several Iron Condors and the program seems to be lost with handling them resulting in a really screwed up cash balance requiring significant manual adjustments. 3. Somewhat similar to the aforementioned, the lack of reconciliation allows for orphan shares left in the account that were already sold. In other words, you can open and close a position and the security remains in your portfolio with no shares but is still listed. M W Baumeister EdD from SC posted over 3 years ago: Quicken started out well from DOS up to about 2003. Then they tried to do more than they could handle. Yes, place holder is a nuisance. The last straw was when they thoroughly messed up my account downloads. It was not possible to correct the numerous mistakes. They have lost my vote of confidence and my account. Richard Sovish from CA posted over 3 years ago: As others have stated, I long ago stopped using Quicken for portfolio management with its inaccuracies and quirks. I use it only for monitoring my bank and credit card accounts mainly because it is easy to use the categories. Hence, when doing taxes at the end of the year, it is relatively easy to report the important summarized tax information. I have tried other similar programs but find them even more cumbersome or inaccurate. I use IAM exclusively for portfolio management. It is a good program but unfortunately needs a thorough upgrade badly. It is not as customizable as other programs and it is overly rigid. Although I have tried many paid programs, I have still to find the prefect, comprehensive software. Michael Alt from FL posted over 3 years ago: I have used a Portfolio tracking software that I like and would like to see it reviewed. It is called StockMarketEye Piers from BC posted over 3 years ago: Stock Market Eye is great and Ive been using it for 6 months. But, the reports are extremely limited. Ive been using Investment Account Manager and Fund Manager today. I definitely prefer IAM. On the reports it gets the sector, size and asset class correct. FM displays most of my stocks as Large Cap which is incorrect. The UI for FM is very similar to SME and allows you to customize your display by adding and removing columns. IAM doesnt have this feature. Im sticking with SME for now, but I did like the reports and graphs of IAM. If FM got the Asset Type correct then it would be worth another look, but at the moment it is flawed. Joe Bjornson from IL posted over 3 years ago: This is the 5th year using the personal addition of Fund Manager. The learning curve is higher than the other mentioned software because Fund Manager supports many user defined features. Features including 94 user defined asset classes which carry into reports and Graphs. I currently use E-Trade for stock transactions and Muriel Siebert for Mutual Fund transactions. Fund Managers retrieval of stock and fund prices, transactions and reconciliation is very reliable and flexible. Help with Fund Manager is easy to get on their website. The online support forum is very helpful and questions are answered in depth. Nancy Barry Kronman from FL posted over 3 years ago: The new Fidelity Active Trader Pro does a very good job, when combined with the analysis tools on Fidelity. Free Mike Carron from IN posted over 3 years ago: its a shame that Quicken doesnt offer a Mac version. I have tried iBank but found some shortcomings. it seems to occasionally misidentify securities from the broker download process and it does not have the ability to update bond prices. I also find ibank to have a non-intuitive user interface and the various reports are limited in how they can be modified. I continue to keep my old Windows computer solely to run Quicken. John Jost from MD posted over 2 years ago: Im confused. I thought that IAM offered only a time weighted IRR and not both a time weighted IRR and a dollar (value) weighted IRR. I also thought that FM offered both. Danny Aardal from CA posted over 2 years ago: Does anyone have an opinion about the built in portfolio trackingmanagement capabilities that are in Charles Schwab accounts Perry David from CT posted over 2 years ago: The review also fails to take into account the ongoing service cost for IAM. I originally purchased IAM for the very rich price of 179.00 (minus the 20.00 AAII discount) and I have had to pay an additional service fee each year for tech support and product updates. and, in my humble opinion, the updates have not done much to truly enhance the program. IAM is not customizable, and the UI is, quite frankly, very stale. Each year AAII reviews the same three ol programs, and I sincerely wish that it would look into finding some alternatives. Im growing tired of the reruns Wayne Thorp from IL posted over 2 years ago: We are always on the lookout for new products to bring to the attention of our readers. But these comparisons were not for the newest programs, they were for the best. We welcome reader suggestions, so if you think there is a better piece of portfolio management software out there, please let us know. Perry David from CT posted over 2 years ago: An extensive list of portfolio management software can be found here: capterrainvestment-management-software. Also, there is the previous suggestion for StockMarketEye from the two readers above (i. e. Mr. Alt Piers), which you seem to have overlooked. Those suggestions aside, how about looking into utilizing macros, or Excel spreadsheets, to track and manage ones investments Personally, I sent several program enhancement suggestions to the owner of IAM, Mr. Peter Willms, but, after thanking me for my suggestions, he told me that he already had enough on his plate. Yet, approximately three months later, he found the time to send a global e-mail invitation to his clients inviting them to participate in an investment sentiment survey. something which I found to be a potential conflict of interest. After receiving the invitation, it occurred to me that, perhaps, Mr. Willms is using IAM as a data mining tool for his own personalprofessional investment needs. That said, I would really welcome, and be open to, the idea of utilizing Excel to track my investments (i. e. coupled with the various pieces of information I receive from my brokers), given that I now have securityprivacy concerns. When I opted to become a Lifetime Member of AAII, I was under the impression that I would be able to look forward to having access to tools, similar to AAIIs Stock Investor Pro (it, too, now outdated and a bit stale ), that the company would go on to develop in the future. That unfortunately, has not happened. Maybe AAII should look to freshen-up its own look, and work toward enhancing the products and services it provides its clients. and, perhaps, the creation of its own portfolio management tool would be a good first step. Sincerely, Perry David Wayne Thorp from IL posted over 2 years ago: Thank you for the list of portfolio trackers. Again, let me point out that the purpose of these comparison articles was to highlight what we viewed as the best portfolio trackers. Like all opinions, people undoubtedly will disagree with some or our choices. As far as using Excelspreadsheets to track investments, please refer to our regular Spreadsheet Corner column, the most recent of which used Google Sheets to create a portfolio tracker. As program manager for Stock Investor Pro, I can tell you we are in the beginning stages of developing an entirely new, online version of the program. My hope is to have an alpha test version ready by late next year. Perry David from CT posted over 2 years ago: Thanks for the expeditious reply. Perry David from CT posted over 2 years ago: I am writing to retract my earlier comments. Recently, I took the owners of Quant IX Software, Inc. the developers of IAM, to task for the concerns I had, but they proved all of my concerns to be totally unjustified and they showed me improvementsenhancements that have been made to the system since my original purchase three years ago, which have served to make the program a superior investment managementreporting tool. Moreover, and maybe more importantly to those who have resisted purchasing the program due to a higher purchase price to other programs, they have decided to drop the price dramatically In short, my concerns about data mining were completely unwarranted, and many more improvements to the system have been made over the years than I was aware. Top 6 Best Portfolio Management Software 2017 Ranking Top Investment Management Tools Intro: Finding the Best Investment Portfolio Management Software in 2016-2017 When investors, portfolio managers, individuals, fund managers, and professional money managers initially start building their wealth management practices or accounts, managing a relatively small investment portfolio is a fairly easy task. A simple Excel spreadsheet or a freeware database tool might suffice for conducting investment portfolio management and tracking. However, as your investments increase in scale, it gets to the point where basic investment accounting software or simple portfolio management spreadsheets will no longer meet your investment portfolio management software needs. Thatrsquos why portfolio management software tools have become such a huge boon to the industry of growing investments. For tracking and managing multiple portfolios for yourself or your clients, including multiple IRAs, 401(k) accounts, investment portfolio accounts, brokerage trading accounts, stocks, bonds, fixed assets, derivatives, high yielding savings accounts, international assets, structured instruments, etc. you39ll need a top investment portfolio management software program to stay on top of it all. Dont Miss: High Yield Bank Accounts Whether you are an individual looking to manage your own personal financial portfolios, a professional money manager, a trader, a financial advisor, a portfolio manager, a hedgefund manager, or a broker, staying on top of investment portfolio management leaves you one step ahead of the rest of the field. With the many different portfolio management tools and investment tracking software options available on the market today, how do you decide which investment portfolio management software is best for your individual needs or for your clientsrsquo needs To help you make the most of a portfolio management system, AdvisoryHQ has broken down the basics of our best portfolio management software options. Ideal for everyone from individuals, investors, portfolio management firms, wealth advisors, financial advisors, hedge funds, brokers, investment managers, and private equity firms, the best portfolio management software is right here for your perusal. Top 6 Best Portfolio Management Software Below is a list of this year39s top 6 best portfolio management software tools. The list is followed by a more detailed overview of each of these top portfolio management software programs. Click any of the names above to go directly to the detailed review section for that investment tracking software Best Investment Portfolio Management Software 2017 Comparison Ranking Table: This Yearrsquos Top Rated Best Portfolio Management Software What Is Portfolio Management Knowing the best portfolio management software on the market today wonrsquot do you much good if you donrsquot first understand the importance behind financial portfolio management and investment tracking software. What is portfolio management, and why is portfolio management software important Investment analysis and portfolio management are very simple in theory: they are the art of examining your current spread of investments to determine how effective the ratio and policies are in achieving your specific goals. It balances your personal risk level against the performance of various stocks, bonds, funds, and other types of investments in order to effectively allocate the money you are interested in investing. With any luck, good investment analysis and portfolio management can help you to reach your financial goals with ease. See Also: (BillGuard vs Mint) BillGuard Review ndash Is BillGuard Safe Most Powerful Finance App Understanding how to manage your own portfolio leaves a lot of consumers stumbling and wondering what they should do next. This is where portfolio management software comes into play. With a portfolio management system and the various portfolio management tools available from these programs, you can make wiser decisions regarding the spread of your investments and the risks you are willing to assume alongside them. Investment tracking software will help you monitor the profits and losses your investments are garnering. Furthermore, a good investment portfolio management software may even make suggestions for how to better invest your money based on profiles for your financial information that you create. So, what is portfolio management It really boils down to taking a careful look at your investment strategy in order to make it more successful. With the help of the best portfolio management software on the market, you can be well on your way to your own financial portfolio management. What methodology does AdvisoryHQ use in selecting and finalizing the firms, services, and products that are ranked on its various top rated lists Please click here ldquoAdvisoryHQrsquos Ranking Methodologies rdquo for a detailed review of AdvisoryHQrsquos selection methodologies for ranking top rated firms, products, and services. Best Portfolio Management Software (Websites) Table: Top 6 Best Portfolio Management Software above list is sorted alphabetically Detailed Review ndash Top Ranking Best Portfolio Management Software For further information on the best portfolio management software available on the market today, take a look at the sections below. AdvisoryHQ compiled this thorough listing of portfolio management software in order to assist you with your own investment analysis and portfolio management. We will evaluate the features of each of the investment management software choices and highlight who might best benefit from this type of portfolio management software. Personal Capital Review Wealth Management Tool ( FREE ) If you understand nothing else about Personal Capital rsquos investment management and portfolio tracking software, understand this: the software is revolutionizing money management. Best of allhellip. you can use it to track your wealth and portfolio for free . Personal Capital tracks more than 270 billion in individual investments for over one million users. Recognized by TIME magazine, The Wall Street Journal . and Reuters, Personal Capital advertises their primary business objective as building a ldquo better money management experience for consumers. rdquo Managing Multiple Investments Having multiple investments and income streams is a good thing, but keeping track is a major pain point for most investors and high-net-worth individuals. Using the Personal Capital dashboard will help you to quickly access a consolidated view of all your accounts in one place. Each time you log into the dashboard, on desktop or mobile, yoursquoll see a complete view of your net worth, as well as your holdings. Over time, yoursquoll see if your net worth is trending positively and take steps to make adjustments in your spending and savings habits Top Rated Free Investment Management Software Personal Capital is this yearrsquos top portfolio investment software for individual investors . Portfolio and asset managers also use Personal Capital to manage their own personal investments and portfolios, based on its holistic portfolio and personal finance capabilities. For individual investors and traders, Personal Capitalrsquos portfolio management platform gives you everything that you need to gauge, monitor, and optimize your investment portfolio holdings as well as all of your other finances (accounts, credit, home equity, etc.). Link all of your external financial accounts and get immediate access to a comprehensive and holistic view of your financial life. On your Personal Capital investment and finance dashboard, you can easily see your top investment gainers and losers as well as investment returns, portfolio allocations, balances, and estimated investment fees. A really great feature provided by Personal Capital is the Investment Checkup interface, which allows you to easily see how well all of your investments are performing ndash and how you could do even better. Y ou can easily do a benchmark analysis to compare your portfolio allocations to an ideal market-target allocation designed to minimize risk and maximize returns to meet your investing and portfolio management goals. Another great feature that Personal Capital provides is its financial savings fee analysis that allows you to easily see the impact of your existing trading and investing fees. Mutual funds and investment brokers sometimes recommend investments that pay them the highest levels of commissions. They also impose additional fees, including account opening fees, maintenance fees, and investing fees. Personal Capital breaks down the cost by funds, ETFs, and other categories so that you can easily focus on your analysis and determine whether you need to make any changes. In general, using Personal Capital rsquos free portfolio management app a llows you to easily analyze your investment holdings by asset category or explore your investments and holdings in depth within each asset class. In essence, you can quickly see your asset allocation across all of your portfolio accounts. Key Factors That Enabled This Software to Rank as One of the Best Portfolio Management Software For more details on how Personal Capital came to be on AdvisoryHQrsquos list of the top investment and portfolio management software, see our detailed breakdown below. If you arenrsquot a financial investment professional, the idea of utilizing a portfolio management system can seem intimidating. That isnrsquot the case with Personal Capital, which is part of what makes it one of the best portfolio management tools for regular individuals who are dabbling in their own investment schemes. The unique brand of Personal Capital features financial portfolio management combined with advanced technology to offer objective investment analysis for clients. After filling out your own personal information, this portfolio management software can deliver customized investment strategies to help you reach your goals, whether that means saving for retirement or just investing your funds for a rainy day. Unlike some investment management software, Personal Capital goes beyond just financial portfolio management. Yoursquoll find a number of portfolio management tools to help you manage your investment accounts and save for retirement (no matter how close that might be), but you also have a number of other tools at your disposal. They can help you calculate your personal net worth, as well as create and manage your own budget. Personal Capital Pricing The software is FREE to use to track and manage your wealth and your portfolios. However, if you choose to use a Personal Capital financial advisor to manage your money, there is a small fee for that. Yoursquoll be charged by a percentage of the funds invested through Personal Capital. You can view the fee schedule in our chart below. Their investment portfolio management style focuses on affordable options for strategically achieving your goals. Compared to personal financial advisors who may charge exorbitant rates by the hour, Personal Capital features low fees that the regular person would deem affordable without any hidden costs. If you were to need access to the funds within your account quickly, their portfolio management software tends to deal in highly liquid securities. What does that mean for you It means that it should be simple for you to withdraw funds from your accounts within a one to three business day settlement period. Stator Portfolio Management Software Stator Portfolio Management Software was created by Anfield Capital out of Australia just twelve years ago in 2004. They are currently responsible for managing over 150 million AUD over the span of twenty countries around the world. Their portfolio management software is used by traders, investors, and brokerage firms globally. Stator has been featured in Your Trading Edge magazine, Financial Review Smart Investor . and Wrightbooks among others. Key Factors That Enabled This Software to Rank as One of the Best Portfolio Management Software See below to learn how Stator Portfolio Management Software became one of the best portfolio management software choices on the market today. The versatility of the portfolio management software from Stator is definitely what ranks it as one of the best portfolio management software programs on the market today. Used by traders and investors globally, Stator Advanced Finance Management works well for individual investors, traders, hedge funds, and brokerage firms. In order to cater to such a large spectrum of clients, Stator Portfolio Management Software has created four separate versions of their investment management software: lite, standard, pro, and platinum. For the individual investor, lite will likely be sufficient because it manages just one estate in a single currency. The others allow for unlimited estates with estate searches and portfolios, various sub-portfolios, and assets. You will be able to run basic reports, backup your data, and have access to online tutorials. As you move into the pro and platinum investment and portfolio management programs, you gain more access to things like multiple currencies, foreign exchange trades, ETOs, futures, and more advanced analytics and reports. With platinum, you are gaining the ability to use it for enterprise installation and subscription email support among other items that are better suited for large-scale investment firms. Of course, those four separate categories can come with some drastically different price tags. Because they are based out of Australia, their prices are listed in AUD instead of USD, but it still gives you a great comparison for the price variations among the different types of portfolio management software. You can see the basic prices listed in the chart below: Stator Portfolio Management System The platinum version of the Stator financial portfolio management system is priced on a per job basis depending on whether you need a single or a site license. Pricing is only available through direct contact with the company. Click Here to Try Stator Portfolio Software 30-Day FREE FrontPM (Provided by eFront) FrontPM, powered by the larger company known as eFront, is well-known in the industry for providing solutions to financial portfolio management for private equity firms, real-estate investment, banking, and insurance companies. They value efficiency and innovation, with 18 percent of their total revenue being reinvested into more research and development of products. Serving over 800 clients globally, they are the top solutions provider for fund administration, claiming close to 30 percent of the market share in European countries. Click Here to Try Stator Portfolio Software 30-Day FREE Key Factors That Enabled This Software to Rank as One of the Best Portfolio Management Software If you would like to find out more information on why AdvisoryHQ ranked FrontPM as one of the best portfolio management software choices, see the below sections. Financial Portfolio Management Designed for private equity firms and direct investment managers, FrontPM aims to provide solutions to a lot of the issues seen within this sector that are key when it comes to investment management software. It compiles accurate data and investment analysis to protect you in the event of an audit, allows you to spend more time analyzing performance instead of crafting spreadsheets, makes information easily accessible, is integrated with Excel, and lowers exposure to loss of key personnel. Beyond that, it also allows you to make a template-based portfolio on a web-based portal utilizing user-defined rules, generates flexible calculations for standard performance indicators, and centralizes data (both current and historical). One of the primary benefits of FrontPM is its compatibility with Excel, which they use to format and send you performance indicators on generated reports. Instead of using Excel to perform your own calculations after copying and pasting the data into each sheet individually, FrontPMrsquos investment management software allows you to build your reports directly into Excel, as well as importing data from your own Excel spreadsheets back into the program. This allows you to track and audit reports more efficiently than portfolio management software that does not integrate Excel compatibility. Another of the primary advantages of the investment portfolio management software from FrontPM is the option of hosting through the cloud or through your company. Private equity firms and direct investment managers can opt to use FrontPM through their own computers and servers. Alternatively, they can also opt to use the portfolio management software through the cloud in order to give them more flexibility and greater access to resources through a variety of locations. Of course, you can also use this investment portfolio management software in combination with the other components available through eFront, such as Front Invest for GPs and Front GP. By integrating FrontPM with these other software and front-to-back office solutions, you gain access to even more features that can help you to better manage portfolios for your clients. Fund Manager Portfolio Management Software Fund Manager Portfolio Management Software is unique in the scope and size of the company behind its incredible portfolio management software. Created in 1993 with more than two decades worth of experience, Beiley Software (the company behind Fund Manager) is comprised of a team of just three individuals located in Arizona. Their privately held corporation has created a robust system that features different levels and options, making it the best portfolio management software for individuals, investment advisors, and traders. Click Here to Try Stator Portfolio Software 30-Day FREE Key Factors That Enabled This Software to Rank as One of the Best Portfolio Management Software Find out more of the compelling reasons that Fund Manager Portfolio Management Software is listed on our ranking of the best portfolio management software available on the market today. If yoursquove been on the fence about selecting a portfolio management software, Fund Manager Portfolio Management Software has something for everyone: average individuals, professional money managers, and advisors. The primary difference between the three programs lies in the maximum number of investments you are allowed in each portfolio (see the chart below). Beyond that, all three of the investment and portfolio management solutions feature a large selection of basic features to help yield the greatest returns: Capital gains calculations Exporting data to tax software Price alerts Yield calculations Multiple currency support Rebalancing holdings If you were interested in the investment analysis and portfolio management aspect of a portfolio management software, the professional or advisor feature may be better suited for you. Both of these options will give you access to more advanced statistics with stop loss alerts, moving average alerts, wash sale support, a correlation matrix report, and more. Only the advisor portfolio management software grants access to client management features. You can customize this section of the investment portfolio management to send emailed graphs and reports directly to your clients, to give them access to support, to add your own logo to reports, and to accomplish bulk reconciliation. In addition, you will also be able to see institutional broker-dealer interfaces, have access to advanced report filters and displays, report disclaimers, and perform batch printing. You gain significantly more portfolio management tools when you upgrade to either the professional or advisor version of the Fund Manager Portfolio Management Software. However, those extra features do come with a hefty price increase. By far, the individual user is the most affordable at just 99. From there, professional money managers may be pleased to see that it costs just 295. but the advisor version of the portfolio management software jumps significantly to 1,495. This may be more expensive than some of the portfolio management software available, but it offers such an array of detailed features to help with investment analysis and portfolio management, as well as including client support into your work. It may be worth the investment to have one of the best portfolio management software options working with you and your company. iBalance from softTarget was founded back in 2000 with the goal of creating an investment portfolio management software for individuals who work within the industry. They built and continue to improve on their investment and portfolio management software through a team of engineers and financial experts who specialize in investments. Values are mentioned frequently throughout their investment tracking software website, touting their ldquo excellence, innovation, integrity, and continuity. rdquo Click Here to Try Stator Portfolio Software 30-Day FREE Key Factors That Enabled This Software to Rank as One of the Best Portfolio Management Software Want to know what iBalance from softTarget features landed it on our list of the best portfolio management software See below for a handful of the compelling portfolio management tools that brought it here. Portfolio management software should be designed to allow you to make changes to your portfolio and to make new investments quickly and easily. IBalance strives to do just that, promising full investment policy support for your clients. From allocation to constraints and client preferences, the investment portfolio management system creates a world of customizable portfolios with the client at the center. Furthermore, because of its detailed information on policy, it also takes legislation and compliance into account when making trades. The end goal is to maximize returns for clients once taxes are accounted for. Related: Personal Capital App Review What You Should Know About Personal Capital With all of the features that are heavy on policy and legal standpoints, iBalance has been shown to be one of the best portfolio management software choices for professional money managers, including wealth managers, institutional managers, group retirement plan administrators, and compliance officers. Portfolio Management System For professional money managers, iBalance is especially ideal because of the portfolio management system they put in place to make your life easier. Most money managers have a particular investment style and strategy that they attempt to implement with their clients. IBalance takes these preferences into account to model and implement these strategies across your clientsrsquo portfolios. In addition to making trades quickly and easily, you can set up rule-balanced portfolio rebalancing, handle what-if scenarios for clients, and manage complex tax-efficiency issues. Their compliance dashboard gives you access to a rules library, compliance certificates, and an audit trail, should you ever need any of that information. It features a multi-asset and a multi-currency option that allows you even greater flexibility with your clients. The number of portfolio management tools available through their portfolio management software is what mainly attracts professional money managers of all varieties to their platform. It may be very client-focused mdash in terms of the degree to which you can customize for a specific accountrsquos personal preferences, risk tolerance, need for rebalancing and more mdash but the end goal of the entire financial portfolio management system is to allow money managers to do just that with ease. Investment Account Manager (Provided by QUANT IX) Investment Account Manager creates a robust and award-winning investment and portfolio management software that has been around for professional money managers since 1985. With its lengthy history, itrsquos no wonder that it has accumulated awards and accolades such as Softpediarsquos 100 Clean, AAII Comparison perfect scores for performance, score documentation, and ease of use, and a 4.7 out of 5 star rating on Amazon. Key Factors That Enabled This Software to Rank as One of the Best Portfolio Management Software See below for a few of the key features that placed Investment Account Manager onto AdvisoryHQrsquos ranking of the best portfolio management software. Investment Account Manager, often referred to as IAM, is well-known for its unified account management, featuring multiple IRAs and multiple taxable accounts alongside their financial portfolio management features: risk tolerance, portfolio goals, advice, investor resources, and financial portfolio management. From a professional standpoint, Investment Account Manager is great because you can track an unlimited number of portfolios, even those of varying types (including trust funds, childrenrsquos accounts, and more). To see how your clientsrsquo holdings are faring, you have access to over fifty different reports to measure their gains and losses, tax filing, capital gain distributions, commissions, and more. Popular Article: Robinhood App Review ndash What You Should Know (Robinhood Trading amp Review) As you get started with Investment Account Managerrsquos portfolio management software, you can access their tutorials to learn how to make better use of their investment tracking software. By upgrading to their accounts that feature QuoteMedia, you will gain access to a data feed that can update portfolios with accurate data and descriptions at the end of each month. While you can opt to do this manually with the lower versions of the portfolio management software, it saves time to order a version of this with QuoteMedia included. Investment Account Managerrsquos investment tracking software heavily emphasizes one feature above all others: safety. This should put consumers and professional money managers at ease with the emphasis they place on keeping your sensitive and personal financial information secure. As a company, they do not have access to your data, nor do they download it onto their own servers. Your information remains directly on your computer and is as secure as you set your personal or business computer up to be. Your investment portfolio management software with Investment Account Manager gives you plenty of options as a professional money manager. You can opt for any one of three different types of portfolio management software, complete with at least one year of support. After your support runs out, you can continue to purchase more in annual increments at a significantly discounted rate. For more information on the various pricing structures. see the chart below: Portfolio Management Software Conclusion: Best Portfolio Management Software Whether you are an individual investor, a professional money manager, or a private equity firm, having the best portfolio management software available can significantly increase the returns on your investments. Through smart analytics and reports, you can view and respond to the data faster on your clientrsquos holdings or even your own holdings using investment and portfolio management. Related: Top Investment Portfolio Management Software Review Ranking You can confidently answer the questions, ldquoWhat is portfolio managementrdquo and ldquoHow do you decide which portfolio management software is best for yourdquo Take a look at this chart to determine which category your investment and portfolio management software would need to fall into: Best Portfolio Management Software Private Equity Firms, Direct Investment Managers Fund Manager Portfolio Management Software Traders, Investment Advisors, Individual Investors Professional Money Managers Investment Account Manager Professional Money Managers Stator Portfolio Management Software Traders, Hedge Funds, Individual Investors, Brokerage Firms With all of the investment management software choices available today, yoursquore sure to find one that will suit your investment needs. Our ranking of the best portfolio management software should be a great starting point for evaluating what your own needs are and comparing them to the top portfolio management software in the market. Hope yoursquove found this ldquoTop 6 Best Portfolio Management Software 2017 Ranking Top Investment Management Toolsrdquo article useful. Follow AdvisoryHQ for insightful stories: Note: Click to view our advertiser disclosures . Firms and products, including the one(s) reviewed above may be our affiliates. PREVIOUS YEAR39S RANKING REVIEW OF PORTFOLIO MANAGEMENT SOFTWARES Finding the Best Portfolio Management Software to Use in 2016 When conducting our research and analysis to identify the best portfolio management software applications that are presented below, AdvisoryHQ39s research and selection team focused on investment management software tools that had advanced portfolio management capabilities, including best-in-class aggregation capabilities, holistic position analysis, investment simulation capabilities, and risk and performance metrics seamlessly integrated into stress testing simulations and strategies. The ldquoBest Investment Portfolio Management Softwarerdquo review article presented below provides detailed reviews of this yearrsquos best portfolio management software applications. However, if you are only interested in a personal finance and budgeting software, then check out this year39s ldquo Best 5 Personal Finance Software Tools . rdquo Whatrsquos the difference between a personal finance software and an investment portfolio management software Click here for more information on the difference. Top 7 Best Investment Portfolio Management Software (Reviews) Below is a list of this year39s top 7 best portfolio management software tools that investors, traders, asset managers, portfolio and wealth management firms find useful in tracking and managing their investments andor client portfolios. The list is followed by a more detailed overview of each of these top portfolio management software programs. Best Portfolio Management Software in 2016 Links: Top Portfolio Management Software Reviews Click below to read the respective reviews for each of these top rated portfolio management tools Portfolio Management Vs. Personal Finance Software (Which One to Use) A personal finance software allows you to manage your budget (cash inflow and outflow), accounting, and day-to-day financial transactions. Some of these software applications also allow you to manage your stocks, bonds, and any other type of portfolio. Investment portfolio management software applications (reviewed below) on the other hand are normally used by portfolio managers, professionals, traders, financial advisors, wealth managers, asset managers, and highly experienced individual investors to track and manage a wide range of asset classes, instrument types, and multiple investment portfolios. Why Do You Need a Separate Portfolio Management Software Program This section is for individual investors . Portfolio managers and other professionals can skip to the next section. While investment portfolio management software tools are definitely a must for anyone with a large or relatively complex portfolio, many top online brokerages and investment management institutions already provide such tools to their individual investortrader account holders. So what39s the need of using a separate portfolio management software program when your broker already provides one The one most important need that an independent portfolio management software program provides is quotconsolidation. quot To really understand the value of this, think about what it means to have multiple investments in multiple accounts, across several institutionsbrokerages. In this case, you would normally have multiple individual snapshots of your overall portfolio strewn across several platforms. Having a unified investment portfolio management software program allows you to consolidate, track, analyze, and manage your entire portfolio using one centralized portfolio tracking tool. DETAILED REVIEWS OF 201639s TOP RATED PORTFOLIO MANAGEMENT SOFTWARE Personal Capital Wealth Management Tool (FREE) If you understand nothing else about Personal Capital rsquos investment management and portfolio tracking software, understand this: the software is revolutionizing money management. Best of allhellip. you can use it to track your wealth and portfolio for free . Managing Multiple Investments Having multiple investments and income streams is a good thing, but keeping track is a major pain point for most investors and high-net-worth individuals. Using the Personal Capital dashboard will help you to quickly access a consolidated view of all your accounts in one place. Each time you log into the dashboard, on desktop or mobile, yoursquoll see a complete view of your net worth, as well as your holdings. Over time, yoursquoll see if your net worth is trending positively and take steps to make adjustments in your spending and savings habits Top Rated Investment Management Software for 2016 Personal Capital is this yearrsquos top portfolio investment software for individual investors . Portfolio and asset managers also use Personal Capital to manage their own personal investments and portfolios, based on its holistic portfolio and personal finance capabilities. For individual investors and traders, Personal Capitalrsquos portfolio management platform gives you everything that you need to gauge, monitor, and optimize your investment portfolio holdings as well as all of your other finances (accounts, credit, home equity, etc.). Link all of your external financial accounts and get immediate access to a comprehensive and holistic view of your financial life. On your Personal Capital investment and finance dashboard, you can easily see your top investment gainers and losers as well as investment returns, portfolio allocations, balances, and estimated investment fees. A really great feature provided by Personal Capital is the Investment Checkup interface, which allows you to easily see how well all of your investments are performing ndash and ho w you could do even better. You can easily do a benchmark analysis to compare your portfolio allocations to an ideal market-target allocation designed to minimize risk and maximize returns to meet your investing and portfolio management goals. Another great feature that Personal Capital provides is its financial savings fee analysis that allows you to easily see the impact of your existing trading and investing fees. Mutual funds and investment brokers sometimes recommend investments that pay them the highest levels of commissions. They also impose additional fees, including account opening fees, maintenance fees, and investing fees. Personal Capital breaks down the cost by funds, ETFs, and other categories so that you can easily focus on your analysis and determine whether you need to make any changes. In general, using Personal Capital rsquos free portfolio management app a llows you to easily analyze your investment holdings by asset category or explore your investments and holdings in depth within each asset class. In essence, you can quickly see your asset allocation across all of your portfolio accounts. Another feature that you get with Personal Capital is a free retirement analytical tool. This tool takes into account your current investments, age, projected savings, and a wide range of other factors. The firmrsquos Retirement Planner is the most sophisticated, realistic retirement planning calculator available today ndash and best of all, it is completely free when you join Personal Capital. Asset Manager Review ndash Software for Portfolio Managers SimCorp39s Asset Manager software was designed with portfolio managers in mind to perform as a centralized portfolio management, analysis, and decision-support platform for portfolio managers looking to cover a wide range of asset classes and instrument types. This top ranking asset management software comes with a single screen user interface and includes intuitive position analysis and investment simulation capabilities, with risk and performance tracking metrics seamlessly integrated into simulations and strategies. SimCorp39s Asset Manager comes with automated rebalancing capabilities and portfolio management workflows. You are able to view all necessary portfolio information and also run stress testing, investment simulations, and validations from the same screen. SimCorp39s Asset Manager software allows for an efficient and timely generation of strategies, and the platform supports multiple investment processes, strategies, asset classes, and management tasks. SimCorprsquos flexible and scalable solutions allow you to capitalize on opportunities as they arise and swiftly adapt to changes in requirements. As your investment management practice grows and you take on more clients, investment types, portfolios, and the like, SimCorprsquos solution will scale along with your growth. SimCorprsquos asset management software solution is built to scale in line with your business needs without a corresponding increase in costs. With a few clicks, when seconds matter, SimCorp39s asset management software provides simulation results (including risk and performance implications), compliance checks, order placements, and real-time cash balances. With an intuitive user interface, you can quickly set up customized views exactly how you want to see them. Quicken Premier Portfolio Management Software For portfolio management software users who prefer using their desktops versus some online software, Intuitrsquos Quicken Premier Software would make a great option. This software comes with a state-of-the-art portfolio X-ray interface. In addition to micro-managing your money, Quicken39s Premier software delivers exceptionally powerful portfolio tracking and performance review features that will help you monitor and compare how various investment products in your portfolio are faring. The tool was recently enhanced with these capabilities: In-product symbol lookup right within Quicken Automatic download of option prices and history Improved bond sell actions Using this top portfolio management software, you can also import your transactions from several online platforms (banks or brokerage accounts), track your cost basis, estimate capital gains when selling a holding, and organize and optimize your entire portfolio. Quicken also shows your portfolio39s performance vs. the market and supports you with buysell decisions. It displays up-to-date portfolio values and tracks cost basis and capital gains. All in all, Quicken39s Premier software is one of the top 7 best investment portfolio software available to use. However, it is not free. Itrsquos priced at 104.99 8230 but you can wait until it goes on sale (which it does every couple of weeks) before pulling the buying trigger. Investment Account Manager Software For investors looking for a top rated portfolio management software that does a lot more than just help you manage your portfolio, Quant IX Software39s Investment Account Manager Professional might be a better fit for extensive investment tracking and portfolio management. The latest version, Investment Account Manager 2.0, which comes with a wide range of tools, enables you to have a centralized portfolio management platform for stocks, exchange traded funds (ETFs), options, bonds, mutual funds, cash, and more. Quant IX Software39s tool, which was designed by professional money managers, has been and continues to be used by investors across the globe since 1985. One of its most essential capabilities is the centralized secure portfolio management that allows you to see all of your accounts in one centralized place. Its Portfolio Setup Wizard provides you with step-by-step portfolio creation instructions. You can quickly download your transaction activities and balances from your brokerage account or financial institution. You can combine multiple portfolios on a single report and generate customizable reports. Speaking of reports, you are able to generate more than 40 highly-detailed reports with summaries of your investments: current holdings, unrealized gainslosses, sold positions amp realized gainslosses (tax filing), tax basis, performance measurements, etc. The software comes with an easy combination and duplication of existing portfolios, and you can easily set up price alerts to monitor your securities. Detailed transaction accounting is available for purchases, sales, dividends, interest, expenses, universal stock splitsdividends, spin-offs and mergers, tenderexchanges, return of capital, dividend reinvestment plans (DRIPs), security transfers, and short sales. The platform comes with high quality chart graphics ndash quickly graph your portfoliorsquos performance, income, asset allocation, diversification, and maturity schedule with just a few clicks of the button. The Investment Account Manager software is a state-of-the-art portfolio management tool and is rated as one of this year39s top 7 best portfolio tracking software. 79 ndash includes 1 year of technical support and access to online product updates 109 ndash includes a 1-year subscription to the optional data feed with Quote Media for fundamental and descriptive data for stocks, ETFs, and mutual funds Fund Manager Portfolio Management Software Fund Manager is a full-featured, robust portfolio management software program that has versions that are suitable for investment advisors, professional money managers, individual investors, and active traders. You can use its features to manage and track a broad portfolio of investments comprised of mutual funds, stocks, bonds, and other vehicles. Its conveniently formatted Portfolio Editor offers users a familiar Windows Explorer-like interface to manage investments and multiple portfolios. Fund Manager can display 45 different graph types and 21 different report types. One of the report types is a quotcustomquot report, with over 250 fields available for display. Advanced portfolio management features of the software offer a single-push retrieval of transactions from the Internet, price updates and alerts, powerful graphing capabilities, portfolio comparisons, the ability to export capital gains information to popular tax preparation software, the ability to dynamically customize many of its reports, multi-currency, and options tracking. Personal Portfolio Manager Software Personal Portfolio Manager (PPM) from OWL Software is a neat investment and portfolio management software that can be used by both individuals and professional portfolio managers. Note: It is a desktop application, and the system requirements are Windows 95 through Windows 8 . Being that a lot of Windows users are upgrading to Windows 10, OWL Software will need to quickly upgrade its system requirement so that the PPM software does not become a legacyobsolete platform. Using the PPM software, you can set up and manage up to 999 portfolios and use the system39s features to manage retirement planning, brokerage accounts, track your children39s college education funds, and conduct comprehensive quotwhat-if analysisquot on the data. PPM is a portfolio management software program that enables investors to manage and track portfolios comprising stocks, bonds, and mutual funds it also gives investors the flexibility of using IRS-approved capital gainloss calculation methods. For technical-minded investors, the tool offers great analysis features, including stochastic measures, RSI, trend analysis, moving averages, and much more, to monitor, track, and manage a portfolio. Version 7 includes built-in capabilities for downloading current and historic stock quotes from free Internet data services. All you need is Internet connection. You can try the software free for 30 days before buying it. If you choose not to use it, then you can just uninstall the program before the 30 days is up. If you choose to keep it, then you just pay 69. Stator Portfolio Manager Software Do you want to manage multiple portfolios and perform cross-performance analysis Do you want to know how your stocks, fixed assets, derivative and other portfolios are performing Do you want to know how your Oil Futures are performing Do you want to trade different strategies for one estate Stator is designed to enable you to do it all Anfield Capital39s Stator is a great portfolio management software program designed with traders, hedge funds professionals, individual investors, and brokerage firms in mind. The analysis tools included in Stator39s portfolio management software makes it easy to identify investment areas which need improvement. You have a wide range of performance charts, statistics, and other analytical metrics that enable you to manage your portfolios using the same highly advanced and sophisticated tools used by Wall Street money managers and quotsuperquot hedge fund management firms. Regarding risk management, Stator claims that their software is designed to give quotyou everything you need to monitor and manage your risk exposure at all times. quot Extensibility and Personalization: Stator has multiple points that enables you to extend further the software39s extensive range of features. For example, you can: Design custom reports to analyze your data the way you want Define custom formatting conditions for each screens display Create powerful alerts triggered from a large range of parameters Write (and share) your own data plugin enabling Stator to read from any price data source Write (and share) your own import plugin enabling you to import data directly into the software Write brokerage cost scripts which automatically calculate entry and exit costs Complex Charting Capabilities: Stator39s portfolio management tool supports complex charting analysis, seamless management of the Traders Journal . investments in multiple currencies, and the ability for portfolios to be sliceddiced into sub-groupings and sub-portfolios for analysis and management purposes. For the more technical (geeky) user, this portfolio management software also offers the ability to write plugins that essentially enable the tool to be connected to a diverse range of price data sources and feeds. Stator comes with a free 30-day trial, which allows you to try out its portfolio management software before you buy. gtgt Click Here to Try Stator Portfolio Management Software Today ltlt