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 | | From: | Geoff | | Subject: | Tracking software | | Date: | Thu, 20 Jan 2005 21:17:36 +1000 |
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 | Hi,
Can anyone recommend a package for tracking a portfolio of about 15-20
stocks, 2 online trading accounts, a margin loan and a few cash accounts?
Also if possible be able to forecast out approx 10yrs. Most books say MS
Money of Quicken. Are they any good for Australian investors? Is there any
others that do a better job? I have built up some spreadsheet models which
are good, but I want to make sure I have the correct tax calcs etc.
Any advice would be appreciated.
Thanks
Geoff
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| | From: | Travis Morien | | Subject: | Re: Tracking software | | Date: | 21 Jan 2005 02:59:53 -0800 |
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Geoff wrote:
> Hi,
>
> Can anyone recommend a package for tracking a portfolio of about
15-20
> stocks, 2 online trading accounts, a margin loan and a few cash
accounts?
> Also if possible be able to forecast out approx 10yrs. Most books
say MS
> Money of Quicken. Are they any good for Australian investors? Is
there any
> others that do a better job? I have built up some spreadsheet models
which
> are good, but I want to make sure I have the correct tax calcs etc.
> Any advice would be appreciated.
> Thanks
> Geoff
You might want to check out the free portfolio tracker for casual
members at investorweb.com.au. I think the pricing on shares is 20
minutes delayed, pricing on managed funds is done via a feed from
Morningstar.
It might have enough features for you but if you have a lot of
transactions some paid-for software package might be more suitable.
Travis
www.travismorien.com
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