Aksjeopsjoner Portefølje Programvare

The Best Stock Software of 2017 Hvorfor bruke Stock Software De beste artister i anmeldelsen vår er OptionsHouse. gullprisvinneren Fidelity. Sølvprisvinneren og TradeKing, bronseprisvinneren. Herersquos mer om å velge et system for å dekke dine behov, sammen med detaljer om hvordan vi kom fram til vår rangering av 10 companie s. Stock Programvare Rimelig aksjeprogramvare gir deg mulighet til å administrere og utvikle investeringsporteføljen din gjennom en online trading plattform. Denne typen investeringsprogramvare er utviklet for å møte behovene til folk som investerer for personlig gevinst og ikke som yrke. Lagersporingsprogramvare gir deg mulighet til å designe handelsplattformen din etter dine ønsker. Programvaren kommer med kraftige verktøy og funksjoner for å forske, handle og overvåke aksjer og for å administrere posisjonene dine. Tjenestene på vår sammenligning av lagerprogramvare er ideelle for handelslagre i stedet for å lære tauene. Hvis du er nybegynner på aksjemarkedet, vil du kanskje se på vår side for Beginner Stock Trading. som fokuserer på utdanning og læring tilbys. Hvis du er mer avansert og ser etter høyere risikohandel, kan du sjekke ut våre valgmuligheter Trading og Forex vurderinger. Best Online Brokers Alle online aksjehandel programvare leveres av online rabatt meglere. Disse meglerne fastsetter provisjonsavgift for handler som din bestilling. Mens de fleste tjenester krever konkurransedyktige priser, belaster noen mindre enn andre, og noen tilbyr også tiered fee modeller, så jo mer du handler, desto mindre bruker du per handel. TradeStation er en av disse tiered-modellen tjenester. Hvis du planlegger å åpne en marginkonto, som gjør at du kan låne penger fra megleren til investeringsformål, vil marginkursen være viktig for deg. Jo lavere marginsatsen, jo bedre og de fleste tjenestene reduserer denne frekvensen, jo mer du låner. Sammen med priser og avgifter, er plattformen for selve programvaren viktig når du velger din børshandel programvare. For mer informasjon, ta en titt på våre flere artikler om lagerprogramvare. Rabattmeglere: Velg den beste handelsplattformen for deg Fordi du skal gjøre handler på Internett og administrere dine investeringer gjennom handelsplattformen din for personlig vareprogramvare, er det avgjørende at programvaren du velger, tilbyr en godt utformet og brukervennlig handel plattform med kraftige verktøy. Akseprogramvareplattformene kommer i mange forskjellige former, og det beste avhenger av funksjonene og stilen på plattformen som fungerer best med aksjehandelstrategiene dine. Online plattformer, som de som Fidelity tilbyr, blir stadig vanligere. Å være online og en statisk nettside, er de fleste online plattformer mindre tilpassbare enn desktop-plattformer, da de er organisert i faner med fast informasjon på hver. Imidlertid har disse også en tendens til å være mer intuitiv ettersom de er enklere. På den andre enden er de stasjonære plattformene, for eksempel TD Ameritrade39s thinkorswim. Plattformer som disse har et klassisk handelsutseende, med svarte bakgrunner og fargekodede analytiske diagrammer og grafer. Alle skrivebordplattformene vi har gjennomgått, kan tilpasses til en viss grad, slik at du kan legge til flere vinduer for å spore flere overvåkingslister eller opsjonskjeder samtidig, og du kan kjøre rapporter eller overvåke lagerytelse fra et enkelt vindu. Disse lister og rapporter kan endres og omorganiseres på plattformen, slik at du ser på informasjonen som er viktig for deg. Alle tjenestene i vår utvalg tilbyr mobile plattformer, enten som apper eller som mobiloptimalisert nettside. Du kan handle aksjer med alle tjenestene, og valgmuligheter med de fleste. Du kan også overvåke dine stillinger og administrere porteføljen din. Noen mobile apper, som for eksempel ETRADE mobilplattformen, har flere funksjoner, som strekkode skanning, som skanner produkter og gir offentlig handel informasjon om det aktuelle produktets lager. Noen lar deg overføre penger til kontoen din også. Hvordan vi evaluerte aksjesoftware Når vi vurderte lagerprogramvare, vurderte vi hvor omfattende funksjonene hver plattform tilbyr. Funksjoner som en fortjeneste-og-tap estimator hjelper deg med å spore dagens og potensielle fremtidige ytelser i porteføljen din. Volatilitetsrapporter hjelper til med å spekulere på fremtidens ytelse av en aksje. Vi sjekket hver lagerprogramvare for standardfunksjoner, for eksempel muligheten til å lage egendefinerte watchlister og opsjonskjeder og muligheten til å overvåke live, streaming citater. Videre har vi målt hvor godt disse funksjonene fungerer, og hvor mye informasjon og tilpasning du kontrollerer - legge til markører i og sette parametere for rapporter, for eksempel. Da vi testet plattformene, vurderte vi hvor enkelt hver av oppgavene kunne fullføres, og vi vurderte selve plattformens intuitive natur. For hver tjeneste opprettet vi en proprietær poengsum for både handelsplattformen og mobilappen. På nettsideplattformen eller på stasjonærplattformen opprettet vi overvåkingslister og opsjonskjeder, kjørte rapporter og forsket aksjer. Vi har også prøvd avanserte funksjoner, som eksporterer informasjon til skatteprogrammer og synkroniserer med banken. Vi utførte forskning ved hjelp av tilgjengelige analyseverktøy og kartleggingsalternativer. Vi så etter hvor lett det var å finne og utføre disse funksjonene og hvor godt vi kunne tilpasse den overordnede plattformen. Vi lastet også ned mobilhandelappen for hver tjeneste, koblet til den elektroniske kontoen, utførte forskning og så på finansieringsmuligheter. Mobile plattformer over hele linjen tillater deg å undersøke og handle aksjer, men noen er ikke like enkle å bruke eller tilbys ikke på alle mobile enheter. Når vi vurderte og opprettet vår mobilappfunksjonalitetspoengsum, så vi på muligheten til å opprette og redigere watchlists, utføre forskning og finansiere kontoer fra appen. Resultatene for Platform Ease of Use reflekterer vår erfaring ved hjelp av online - eller desktopplattformene. Samlet sett fant vi den elektroniske OptionsHouse å være et solid valg. Online plattformen er enkel å navigere og intuitiv. TD Ameritrade39s thinkorswim desktop-plattform er også et godt valg, om enn en mer avansert plattform. Det kan være mindre intuitivt enn mange online plattformer, men det gir flere muligheter for kartlegging analyse enn noen annen tjeneste på vår oppstilling. Mens det er en inneboende risiko ved å investere i aksjemarkedet, er risikoen avhengig av investeringsselskapet du velger. Aksjer og pensjonsmidler er mindre risikable enn opsjoner eller futures, som spekulerer på fremtidens ytelse av aksjer i stedet for å kjøpe og selge aksjer direkte til pålydende. Forex er enda mer risikofylt. Disse høyrisikoinvesteringene gir potensialet for høyere lønninger, men de er også utsatt for store tap. Futures trading og forex trading er ikke anbefalt for nybegynnere. Vår verdict-anbefaling Når du velger lagerprogramvare, er dine personlige handelsmål og strategier de viktigste aspektene. Hvis du vil handle med enkle aksjer og ikke krever avanserte verktøy for å undersøke og overvåke aksjer, en enkel online plattform, som Fidelity eller Scottrade. kan være tilstrekkelig. For kompliserte og høyere risiko investeringer, for eksempel alternativer og aksjer, en stasjonær plattform eller en tilpassbar online plattform kan være et bedre valg. Med en stasjonær programvare, kan du få kontroll over den viktigste informasjonen for handler og dra fordel av de avanserte funksjonene og verktøyene. OptionsHouse og TradeStation tilbyr tilpassbare online plattformer. Våre toppspillere tilbyr solide plattformer, hvorav de fleste er tilpassbare, sammen med lave priser og gebyrer. Top Portfolio Management Software av Joe Lan Porteføljeadministrasjonsprogrammer er et av verktøyene mest brukt av individuelle investorer. Som investorrsquos personlige portefølje vokser gjennom årene, omfatter den ofte flere investeringskontoer, inkludert 401 (k) s, IRAer, meglerkontoer og sparekontoer. Sporing av alle disse kontoene nøyaktig er en vanskelig oppgave, og mange investorer trenger hjelp. Heldigvis har den fortsatte utviklingen av teknologi ført til stadig kraftigere porteføljestyringsprogramvare som har til formål å gi akkurat det. I denne utgivelsen sammenligner vi tre porteføljestyringsprogrammer, programmdashQuicken Premier 2011, Investment Account Manager Versjon 2 og Fund Manager 11. Disse tre programmene har gjort hverandre i våre tidligere Sammenligningsartikler. De fortsetter å bli oppdatert og forbedret, og vi tror de fortsatt representerer de beste porteføljestyringsprogrammene for individuelle investorer. Hvorfor kan du ha programvare? Utviklingen og utvidelsen av høyhastighets Internett betyr at sofistikerte verktøy nå kan kjøres fra nettleseren din. Gjennom årene har nettbaserte porteføljesporere blitt svært populære, og det er nå betydelig flere nettbaserte programmer enn porteføljesporingsprogrammer. Webbaserte porteføljesporere tilbyr realtidsprisoppdateringer (vanligvis mot avgift) og oppdaterte nyhetsartikler på beholdninger i porteføljen din. De beste online porteføljeforvalterne kan synkronisere direkte med investeringskontoene dine, noe som betyr at du ikke trenger å legge inn oppdateringer manuelt. Imidlertid, mens webbaserte porteføljesporere er i stand til verktøy, representerer programvarebaserte porteføljeforvaltere fortsatt en betydelig oppgradering i et flertall av funksjonsområder. Denne sammenligningen er rettet mot programvarebaserte porteføljestyringsprogrammer (vi sammenlignet sist online porteføljeforvaltere i fjerde kvartal 2010-utgaven av Computerized Investing, tilgjengelig på wwwput erizedinvesting). Programvareprogrammer tilbyr fortsatt den kraftigste resultatrapporteringen, og de tilbyr også en bedre evne til å beregne gevinster og tap. De toppsoftwarebaserte porteføljesporerne kan også håndtere flere typer verdipapirer og transaksjoner og vil nesten sikkert tilby et langt større utvalg av rapporter. Funksjoner forsterker Funksjonalitet De fleste dyktige porteføljeadministrasjonsprogrammer tilbyr lignende funksjoner. Men programvaren er sjelden gratis, så tilpassing av dine personlige behov er et viktigere problem når du velger programvare enn det er når du velger mellom gratis online porteføljesporere. Vårt sammenligningsnett på side 24 og 25 beskriver funksjonene som tilbys av våre tre toppvalg. Kostnader og tidsforpliktelser Investering i porteføljestyringsprogramvare vil uunngåelig komme med visse kostnader. I tillegg til monetære kostnader må du vurdere tiden du vil bruke til å lære å bruke programmet. Det som trengs for å konfigurere programmet, hvor enkelt det er å bruke og hvor godt det kan håndtere dine personlige behov, vil etter hvert bli større faktorer enn den monetære kostnaden av programmet. For å nøyaktig måle hver programversjon (eller websitersquos) styrker og svakheter, gjør vi en innsats for å bruke hver tjeneste grundig. Heldigvis tilbyr to av de tre programmene vi vurderer her, fullstendig fungerende demoer, slik at alle potensielle brukere kan prøve programvaren for seg selv før de kjøper (Quicken Premier 2011 tilbyr ikke demo eller prøveversjon). SecuritiesAssets Behandlet Betydningen av en programrsquos evne til å håndtere et vell av ulike verdipapirer, kan ikke overvurderes. Når du ser på et program, spesielt hvis du har en lang investeringshorisont, bør du ikke bare vurdere om det kan håndtere investeringene du eier for øyeblikket, men også om det vil være i stand til å spore investeringer som du sannsynligvis vil eie i fremtiden. Programmer som spesialiserer seg på enkelte områder, for eksempel alternativer, er tilgjengelige, men i forbindelse med denne sammenligningen fokuserer vi på programmer som støtter de verdipapirene som de fleste individuelle investorer eier, inkludert aksjer, obligasjoner, verdipapirfond, børshandlede midler og ekte eiendom. En programrsquos evne til å skille mellom eiendomstyper er spesielt viktig, da det sikrer at aktivitetsfordeling og bransjerapporter blir generert på riktig måte. Transaksjoner håndtert Transaksjonene som støttes av programmet er nært knyttet til hvilke typer verdipapirer som programmet håndterer. Alle programmene som diskuteres her, håndterer standardtransaksjoner som kjøp, salg og kontantutbytte. Imidlertid er evnen til å håndtere datapunkter som kort salg og kapitalavkastning viktig, og programmene varierer i funksjonaliteten. Alle disse programmene gir deg mulighet til å angi sikkerhetsoppgaver for en transaksjon. Denne funksjonen kan være nyttig for skatteproblemer og for sporing av ytelse. Mye er det totale antall enheter som er involvert i en gitt handel. Hvis du reinvesterer utbytte fra dine verdipapirer og aksjer, vil du finne deg selv sporing utallige mye over en lengre periode. En hvilken som helst solid porteføljestyringspakke vil automatisk matche kjøp og salg av mye for ulike regnskapsstrategier for å redusere skatteeksponering. Strategiene inkluderer første i, første ut (FIFO) gjennomsnittskostnad og spesifikt mye. Å ha et program som kan håndtere alle tre er praktisk. Rapporter lar deg analysere porteføljen og investeringene. De tre programmene som omfattes her, varierer i typen og fleksibiliteten til rapporteringen de tilbyr. Når du velger et program, må du kontrollere om programmet ikke bare genererer rapportene du ønsker, men også andre typer rapporter du ikke bruker i analysen. Disse ekstra rapportene kan forbedre din samlede vurdering av porteføljen din. Mens du vil være sikker på at et program gir nok fleksibilitet og funksjonalitet til å fullføre analysen din, bør du igjen vurdere mulige fremtidige behov med hensyn til rapporteringsfunksjoner. Sammenligningsnettet viser de viktigste rapporttyper som tilbys av de beste porteføljestyringsprogrammene. Den nåværende holdingsrapporten beskriver sammensetningen av porteføljen din. Programmer vil som minimum liste opp verdipapirene som holdes, sammen med enheter, kostnader og nåværende markedsverdi. De fleste programmene vil også gi bestemte aktivitetsallokering og gainloss-data direkte på hovedsiden. Beholdningen ved mye rapport bryter ned porteføljesammensetningen i finere trinn, som indikerer hvert kjøp på en bestemt dato og pris. Dette gir deg en detaljert oversikt over dine transaksjoner og gir veiledning for salg. Skatteplaner gjelder Schedule B og Schedule D IRS skjemaer. Utformet for beregning av renter og utbytte mottatt fra en portefølje, gir Schedule B-rapporter deg mulighet til å estimere skattegjeld (eller kreditt) før årsskiftet ankommer. Skatteplan D-rapporter beregner langsiktige og kortsiktige kapitalgevinster og samsvarende eiendeler som vil gi gevinster med skatteforpliktelser. Ideelt sett bør programmet også spore utenlandske skatter holdt på verdipapirene dine for å sikre at riktig kreditt blir regnskapsført når du fyller ut skattene dine. Skatterapporter er gitt for et gitt skatteår, slik at programmene generelt inneholder en dialog for å velge år for å rapportere. Skatterapporter kan være vanskelig, og hvis situasjonen din er komplisert, kan det være forsiktig å konsultere en skattemessig. Ingen av disse programmene spesialiserer seg på skatterapportering, slik at deres evner kan være begrenset avhengig av dine investeringer og handelsadferd. Den projiserte kontantstrømrapporten er en prognose for forventet portefølje kontantinntekt fra utbytte, rente og obligasjons løpetider. Denne rapporten er spesielt nyttig for investorer som er avhengige av inntektsrelaterte investeringer, som investorer i pensjon. Obligasjonslønnsplaner kan hjelpe investorer i omfordeling av kapital som kommer til forfall. Rapporttilpasning kan være innholdsrelatert (for eksempel, slik at du kan velge tidsperioden) eller kosmetikkrelatert (for eksempel, slik at du kan velge kolonne - og radoverskrifter eller til og med skriftstørrelse). Porteføljevarsler gir deg beskjed når en sikkerhet har krysset en forutbestemt prisgrense. Et slikt varsel kan tyde på et behov for etterforskning som ellers ville gå ubemerket. Prestasjonsrapporter En grunnleggende del av porteføljestyringsprosessen er å bestemme og analysere ytelse. Sammenligningsnettet oppsummerer hver programrsquos ytelsesrapporteringsmuligheter. Resultatrapporter blir drøftet mer fullstendig i de enkelte programsammendragene som følger. Et program skal gi rapporter for verdipapirer, næringer og aktivaklasser. Disse rapportene bør omfatte resultat - og aktivitetsfordelingsanalyse. Noen programmer tillater en undersøkelse blant ulike aktivaklasser, mens andre gir industri, seksjon og individuelle sikkerhetsbrudd. Rapporter som dekker enkelt - og flere porteføljer er viktige for å kunne fullt ut adressere de diversifiserte aspektene av alle kontoene dine. Alle tre programmene som diskuteres her, tilbyr også rapporter basert på mellomtidsavkastning, som lar deg overvåke sikkerhetsytelsen under et kjent markedsmiljø. Programmene lagrer øyeblikksbilder av porteføljene dine på ulike tidspunkter og gir informasjon om hvordan porteføljer utfører seg under ulike markedssykluser. Enkelte porteføljestyringsprogrammer gir muligheten til å beregne både en verdivektet (også referert til som en dollarvektet) intern avkastning (IRR) og en tidsvektet avkastning. IRR har en tendens til å være den beste måleren fordi den representerer avkastningen som tjenes av dine investeringer. Den vurderer tidspunktet for innstrømning og utstrømning til porteføljen, mengder av disse flyter, og den samlede effekten på den totale avkastningen. Den tidsvektede avkastningen brukes oftest til å analysere utførelsen av investeringsbeslutninger fra en pengeforvalter. En tidsvektet beregning ignorerer virkningen av kontanter lagt til eller fjernet fra porteføljen. Innstrømninger og utstrømninger bør imidlertid vurderes av individuelle investorer, ikke bare fordi en person har kontroll over dem, men også fordi de er svært vanlige i pensjonskontoer og vil ha stor innvirkning på portfoliorsquos avkastning. Skattejusterte avkastningsrapporter genererer forfalt og etter skatt, beregner skatteforpliktelsene i transaksjonene og rapporterer effekten på avkastningen. Quicken Premier 2011 Quicken Premier er en av de mest kjente personlige finansprogrammene som er tilgjengelige. Den nyeste versjonen som tilbys, inneholder noen betydelige endringer fra 2009-versjonen, som var ute da vi sist gjennomgåtte porteføljestyringsprogrammer i fjerde kvartal 2009-utgaven av Computerized Investing. Husk at Quicken Premier er utformet som et omfattende verktøy for styring av penger. Derfor er programmet dyktig på å håndtere investeringskontoer, samt alle bankkontoer, inkludert kontroll og besparelser. Quicken har utvidet antall banker og meglerhus som den automatisk kan synkronisere med. Ifølge nettsiden kan over 12 000 banker og meglerhus synkroniseres med kontolisten i Quicken. En annen nyttig oppgradering er at Quicken nå automatisk kategoriserer de fleste utgifter etter synkronisering med en online-konto. Videre oppdateres porteføljens verdier hvert 15. minutt. Å lage kontoen din er veldig enkel. Den enkleste måten å opprette en investeringsportefølje på er å legge til en konto og tillate Quicken å synkronisere direkte med meglerkontoen din. Oppsettveiviseren vil gå deg gjennom prosessen. Hvis du ikke ønsker å gi den nødvendige kontoinformasjonen, kan du også bruke den avanserte oppsettfunksjonen til å angi dine transaksjoner manuelt. Hvis du velger å tillate Quicken å synkronisere automatisk med kontoene dine, blir alle transaksjonene lastet inn i hver konto i kontolisten din. Når vi testet Quicken Premier, gikk kontosynkroniseringen jevnt ut, og kontoverdiene og transaksjonene ble alle riktig oppdatert i Quicken Premier for både våre kontroll - og investeringskontoer. Våre sjekksynkroniserte transaksjoner går tilbake tre måneder, mens vår meglerkonto synkroniserte transaksjoner tilbake ett år (til når kontoen ble åpnet). For hvert salg, er du i stand til å tildele spesifikke masse å selge, og du kan spore renter, utbytte, kapitalgevinster, aksjeskift og provisjoner. Programmet kan håndtere kontanter, aksjer, obligasjoner, verdipapirfond og børsnoterte fond. Dessverre er det ingen støtte for eiendomsinvesteringer, livrenter eller brukerdefinerte verdipapirer. Asset klasser er tilordnet hver investering, men du kan endre oppgaver som du finner passende. Quicken Premier tilbyr den mest omfattende listen over rapporter blant de tre porteføljestyringsprogrammene sammenlignet her. Nine separate rapporter er gitt for investeringer, inkludert gevinster, investeringsaktivitet, forfallsdato for rentebærende, porteføljeverdi, porteføljekostnadsgrunnlag, kapitalfordeling, inntekt, ytelse og transaksjoner. Selv om disse rapportene generelt er selvforklarende, er det noen få verdier å markere. Investeringsaktivitetsrapporten viser din rente, utbytte, gevinster og realiserte gevinster hvert kvartal, kvartalet og år-til-dato. Rapporten beskriver de generelle trendene i inntekter og kapitalgevinster gjennom året, noe som kan være verdifullt for investorer som iblant ønsker å endre deres porteføljespørsmål i denne forbindelse eller som ønsker å se inntektsplanen for porteføljen. Quicken Premierrsquos rapport som viser forfallsdato for rentepapirer er verdt å merke seg. Denne informasjonen leveres vanligvis kun av megler hvis du har en fullservice konto. Å ha disse dataene på fingertuppene gir deg mulighet til å reinvestere fastkapitalen når det kommer til grunn. Seks rapporter er også tilgjengelige i skatteavsnittet. Disse rapportene hjelper brukerne med å bestemme kapitalgevinstene sine, og for de som bruker spesifiserte fradrag, gir programmet en plan A. En skatteplan og en skattemessig oppsummering er også gitt, som beskriver investeringstransaksjonene og deres skattemessige konsekvenser. Som tidligere nevnt, er Quicken Premier et økonomistyringsprogram og tilbyr funksjoner utover porteføljestyring. Rapporter er også tilgjengelige for bank-, utgifter og sammenligningsformål. Kontantstrømoppsummeringer og spesifiserte utgiftsrapporter er svært nyttige. Det er unødvendig å si at innkjøp av denne programvaren gir brukerne tilgang til alle rapportene som tilbys av Quicken Premier. Investment Account Manager Versjon 2 Investment Account Manager er et rent porteføljestyringsprogram, noe som er litt forskjellig fra Quicken Premier. Programmet koster 139, men det er 20 rabatt for medlemmer av AAII (se spesialtilbudsdelen under medlemsfordeler ved aaii for flere detaljer om rabatten). En gratis 30-dagers prøveversjon er også tilgjengelig som gir en fullt fungerende versjon av programmet. Å lage en portefølje er rett frem, og programmet går deg gjennom prosessen. Du kan laste ned transaksjonsdata direkte fra en meglerkonto. Programmet lar deg velge tidsperioden for transaksjoner for å laste ned. Meklerkontoen vi testet ble åpnet for ett år siden, og programmet lastet ned alle transaksjonene som ble gjort på kontoen. Under testen var prosessen med å laste ned transaksjoner enkel og dataene som ble hentet, var nøyaktige. Du må gi programmet med ditt meglerkonto nummer og innloggingsinformasjon for at den skal laste ned dataene dine. Som alltid kan du også legge inn dine transaksjoner manuelt. I tillegg til aksjer, obligasjoner, verdipapirfond og børsnoterte fond, kan programmet også håndtere eiendomsinvesteringer, opsjoner og brukerdefinerte verdipapirer. Videre kan du spore kjøper, selger, utbytte, kort salg, margin transaksjoner, lager splittelser, reinvesteringer, renter, provisjoner, og obligasjonspremier og rabatter. Etter at du har opprettet porteføljene dine (du kan fylle ut en portefølje med ubegrensede beholdninger), vil de bli oppført på venstre side av siden. Hvis du klikker på en enkelt portefølje, lastes alle relevante data. Nåverdien, urealisert gevinst og tap, estimert inntekt og siste oppdateringsdato vises øverst til venstre på skjermen, og den årlige aktiviteten til porteføljen er gitt under. Det er også fem separate faner for data på den valgte porteføljen. Tabellen Porteføljevalder viser dine beholdninger sammen med mengden eid, enhet og total kostnad, markedsverdi og gevinster og tap. Inntekter mottatt fanen gir en oversikt over dine inntektsgivende investeringer sammen med deres skattemessige konsekvenser. En liste over verdipapirene som selges i løpet av inneværende år er også gitt. Tabellene Holdings Sammendrag og Allokering Sammendrag gir nyttig informasjon om porteføljen som helhet, og presenterer en sammenfatning av porteføljefordeling og transaksjonshistorie. I tillegg er beholdninger alle vist som en prosent av din totale portefølje. Porteføljeverdiene oppdateres ikke automatisk. For å oppdatere porteføljeverdier, klikk på Oppdater priser-knappen øverst på programmet, som oppdaterer tall ved hjelp av Yahoo Finance. Tallrike rapporter leveres også av Investment Account Manager. Visse rapporter er allestedsnærværende blant de beste programmene, og andre er unike og verdt å merke seg. Investment Account Manager gir en oppusset rapport som også kan kartlegges. Upside-down ratio er en av BetterInvestingrsquos klassiske risikotiltak. Det måler forholdet mellom en aksjemarkeds oppside dersom ting går ledsaget til sin ulempe hvis ting går ldquowrong. rdquo I utgangspunktet måler det risiko mot belønning, og gir en vurdering av risikovurderingen av investeringer i porteføljen din. Programmet gir også en rapport om fondsdiversifiseringskarakteristikker som viser en omfattende disseksjon av hvert fond en bruker eier. Rapporten gir sammensetning av aktivaklasse, bestandssammensetning og sektor - og selskapsstørrelsesanalyser. En tidsplan for forfallstid er også gitt, akkurat som med Quicken Premier. For hver rapport kan du spesifisere porteføljen (er) og datoperioden. For prestasjonsrapporterne kan brukerne beregne verdivektet eller tidsvektet avkastning og se resultatene etter aktivaklasse, sektor og industri. Rapportene kan også lagres i PDF-format. Hjelpsdelen av Investment Account Manager var veldig nyttig og dekket de fleste områder av programmet. Fondforvalter 11 Det er tre versjoner av Fund Managermdashpersonal, profesjonell og rådgiver. Den personlige versjonen passer til de fleste individuelle investorer, mens investorer som ofte handler, kan velge å gå med profesjonelle. For det meste er rådgiverversjonen for profesjonelle investorer, for eksempel finansielle rådgivere og meglerforhandlere og er priset tilsvarende. Den personlige versjonen av programmet retter seg mot individuelle investorer og gir alle funksjonene som hjelper brukere med å administrere en personlig portefølje, for eksempel å hente verdier via Internett, gi en rekke grafer og rapporter og notering av obligasjons - og inntektsplaner. Den profesjonelle versjonen, rettet mot handelsfolk, inkluderer tekniske analysverktøy, risikobestemmende spredningsdiagrammer og sanntidsnotater. Rådgiverversjonen inneholder en rekke klienthåndteringsfunksjoner. Det er også betydelige prisforskjeller knyttet til hver versjon. Den personlige versjonen koster 69, mens den profesjonelle versjonen er 295 og rådgiverversjonen er 1.295. Den profesjonelle versjonen ble testet for denne anmeldelsen, og det er versjonen som er dekket i resten av denne delen. Fondforvalter, som Investment Account Manager, er et rent program for investeringsadministrasjon, uten personalfinansiering. Dette programmet er ikke så intuitivt som Investment Account Manager eller Quicken Premier, men det tilbyr noen gode rapporter og ytelsesverktøy. Det er noen måter å opprette en portefølje på. Bruke veiviseren for ny portefølje, som du finner i rullegardinmenyen Fil, er den enkleste metoden. Du har mulighet til å laste ned posisjoner og transaksjoner direkte fra meglerfirmaet ved å oppgi kontonummer og innloggingsinformasjon. I vår test kunne vi laste ned alle transaksjoner som går tilbake til når meglingskonto ble opprettet for ett år siden. Hvis du er ubehagelig med dette, kan du også eksportere transaksjonene fra meglingskonto til en kompatibel fil og deretter importere transaksjonene til programmet. Denne metoden krever ikke at brukerne oppgir innloggingsinformasjon, og er mer praktisk enn manuelt å legge inn alle dataene (selv om du kan gjøre det hvis du velger). Assettyper blir automatisk tildelt for viktige posisjoner og transaksjoner. Brukere kan også manuelt endre aktivattypen. Det er 25 separate aktivitetsvalg som tilbys av programmet, og brukerne kan også spesifisere sine egne. Kontroller at hver beholdning er merket riktig før du bruker aktivitetsfordelingsrapporter. Etter at du har importert eller manuelt opprettet porteføljen din, kan du velge mellom et bredt utvalg av grafer som skal vises i programmet. Fremhev porteføljen du ønsker å vise på venstre side av programmet før du velger grafen. Det er flere grafer verdt å merke seg. Risikobesparende spredningsdiagrammer kan grafes for hver investering, eiendomstype, investeringsmål, symbol eller portefølje. Disse spredningsdiagrammer graferer den tidsveide avkastningen mot standardavviket av månedlige avkastninger, slik at brukere raskt kan identifisere elementer som er underpresterende basert på volatiliteten i investeringen. En tilpassbar teknisk analyse graf er også gitt. Grafen er delt inn i en topp - og en bunnseksjon, og brukeren definerer hvilken teknisk indikator som vises i hver seksjon. Indikatorer som tilbys av Fondforvalter inkluderer blant annet flytende gjennomsnitt, Bollinger-band, MACD (flytende gjennomsnittlig konvergensdivergens) og relativ styrkeindeks. Fondforvalter tilbyr flere rapporter som er nyttige for individuelle investorer. Tidsvektet avkastning kan beregnes for angitte tidsintervall samt for individuelle verdipapirer og eiendelfordeling. Distribusjonsoppsummeringen viser utbetalinger betalt for en tidsperiode og inkluderer utbytte, kort - og langsiktig kapitalgevinster og utenlandsk skattefordeling. Programmet gir også en gjenbalanserapport som skisserer forskjellene mellom aktivaallokering og målfordeling. Obligasjonslønnsplaner er også gitt. Siden vår siste porteføljestyring programvare artikkel, har Fund Manager gjennomgått to store oppdateringer. Spesielt fungerer programmet nå med Windows 7. Også de risikofylte spredningsplottene og månedlige ytelsesrapporter er nye tillegg. En fullstendig liste over oppdateringer finnes på fondssiderens hjemmeside. Konklusjon Samlet sett gir hvert av de tre programmene som er vurdert her, brukere gode verktøy for å spore investeringer. To av programmene tilbyr prøvekontoer, og vi foreslår at du bruker dem. Praktisk erfaring er den eneste måten å få en følelse av for en programmerings brukervennlighet, samt hvilke typer rapporter det kan generere. Mens Fund Manager og Investment Account Manager er sanne porteføljeadministrasjonsprogrammer, tilbyr Quicken Premier ytterligere personlig økonomi. Denne ekstra dimensjonen gjør Quicken Premier verdt å vurdere. Dessverre er Quicken Premier det eneste programmet ut av de tre gjennomgåtte som ikke tilbyr en prøvekonto. Diskusjon Edward fra OR postet over 5 år siden: Som tidligere programvarekomparative vurderinger, er dette en nyttig begynnelse, men er ufullstendig og for meg er programvare dekket mangler kritiske funksjoner. 1) Rutenett indikerer at IAM (v2) beregner begge Value-Weighted IRRTime-Weighted Returns, men har nedlastet prøveversjon og sett på manualen, det ser ut til å bare gjøre verdivektet. For meg å kunne evaluere ytelse på samme portefølje ved hjelp av begge, gir bedre innsikt. 2) Mens alle 3 sammenligner ytelsen til Benchmarks, ville dette være mye mer meningsfylt hvis det samtidig beregnet Sharpe-forhold eller annet mål. Hvis utførelsen av referanseindeksen ikke er på en risikojustert basis (i likhet med hvordan Hulbert gjør ting) så er det egentlig ikke epler til epler og ekte ytelse. 3) Siden de fleste av mine porteføljer er i skattepliktig konto, er Quicken den eneste som gjør etter skattemessig ytelsesanalyse. Men mens jeg bruker Quicken for å sjekke acct. Jeg stoler ikke på å beholde egenskapene til porteføljemodulen konstant over tid, og har lest andre steder frustrasjoner ved å bruke Quicken som porteføljesporing. For mange år siden brukte jeg Captools og husker at mens det var en bratt læringskurve, gjorde det både tid og eiendelvektet avkastning, samtidig som det gjorde det før og etter skatt (med egne skattesatser for ST og LT) . Nåværende programvare ser ut til å mangle viktige funksjoner. Joe fra IL postet over 5 år siden: Takk for dine kommentarer. IAM utfører faktisk tidsvektede returberegninger. Side 385 av brukerhåndboken går over definisjonen som brukes. Det finnes i porteføljens oppsummeringsrapport. Jeg er enig i at Sharpe-forholdet vil være nyttig når man sammenligner resultatene fordi risikovilkårene kan tas i betraktning. Dessverre er risikovillighetsforholdene som Sharpe, Jensens Alpha og Treynor utover omfanget av mest porteføljestyringsprogramvare. Vi vil imidlertid holde øye med. Quicken er bedre som en programvare for styring av penger. Porteføljesporing er bare ett av områdene. Captools var, og gjenstår, et flott program. Dessverre blir det ikke lenger støttet for individuelle investorer og ble erstattet av et program betydelig dyrere. Peter fra TN postet over 5 år siden: Det bør bemerkes at Quicken-produktet for Mac ikke er Quicken Premier. Rutenettet viser Quicken-2007 for Mac, men faktisk er det nåværende produktet Quicken Essentials for Mac som ikke gjør porteføljestyring. Det gamle produktet Quicken 2007 gjorde porteføljestyring, men er ikke lenger tilbudt og vil ikke kjøre på OS-X Lion. Leon fra AZ postet over 5 år siden: Jeg vil at min kone skal lære Quickin Preimer 2011, men jeg har ikke vært i stand til å finne noen instruksjonsbøker. Kjenner du til noen Edward fra OR postet over 5 år siden: Joe (artikkelforfatter) thx for kommentar. Jeg tror du savnet poenget med mitt opprinnelige innlegg. 1) Funksjonsskjemaet indikerer at IAM beregner begge typer avkastning (Asset Weighted, og Time Weighted), men det gjør bare Asset Weighted, selv om du tror jeg feilaktig viser at det gjør Time Weighted. For meg er begge beregningene nyttige innsikt i porteføljen. Selvfølgelig vil de fleste vite hvordan porteføljen har vært og Asset Weighted IRR gir dette til å ta hensyn til eiendelstrømmer for porteføljen. 2) Tidvektet avkastning ignorerer tilstrømning og utstrømning og brukes vanligvis til å evaluere ytelsen til en leder som det antas ikke har skjønn når det er innstrømning og utstrømning og derfor IKKE bør straffes i resultatresultatet på grunn av disse endringene i eiendeler som kanskje har vært på en storferdig tidsperiode for markedet. Likevel er jeg også interessert i Time Weighted IRR, fordi jeg for eksempel ønsker å sammenligne flere av mine porteføljer som følger med råd fra et annet finansielt nyhetsbrev. Bruke Time Weighted IRR for denne sammenligningen er den beste tilnærmingen. I tillegg, ved å sammenligne Time Weighted og Asset Weighted IRR for en enkelt portefølje, kan jeg få en følelse om mine innstrømningsstrømmer hjalp eller hindret ytelsen. Hvis jeg legger til portefølje med jevne mellomrom, men valgte å bare kjøpe ikke-pengeposisjoner når det er sagt at både 50 og 200 dagers glidende gjennomsnitt blir overskredet, så kan jeg evaluere denne timingsregelen. 3) Det har vært lang tid siden jeg så på formelen for de to beregningene, men Asset-vektet IRR er mer komplisert, og jeg tror allerede inneholder alle dataene som trengs for alle for å ignorere eiendelstrømmer og beregne Time Weighted IRR . Hvis dette er slik, overrasker det meg at når jeg snakket med IAM tech support at de indikerte at de bare gjør Asset Weighted IRR, har ingen planer om å inkludere andre calc, og at det er svært sjelden at noen av kundene har bedt for det som en funksjon. Dessverre basert på diagrammet i denne anmeldelsen sløste jeg en masse tid ned lasting, prøver og leser deler av håndboken før du finner ut at det for mitt formål er svært utilstrekkelig. Gitt at AAII gir medlemmer rabatt på IAM (og dermed indirekte støtter det som et godt valg, og jeg oppfordrer AAII til å lobby for å få begge beregninger i programmet). 4) Til AAII, foreslår Id at fremtidige artikler gjør det litt tydeligere hvordan programvaresatser angående noen av de ulike målene som en bruker kan ha: a) Spor porteføljen min raskt og enkelt med lite manuell innspilling fra min OG beregne avkastningen. b) Gjør over og sammenlign ytelsen til et referansepunkt c) til et referanse som jeg kan definere f. eks. et splittet referanse ved hjelp av for eksempel 40 SP500 20 MSCI og 40 5 årskatter. d) Gjør over og beregne tidsvektet avkastning e) Gjør over og beregne avkastning etter visse skatteforutsetninger, eller e) la meg anslå min estimerte LT og ST cap gevinster skattesats samt statlig skattesats for CG. Et sted i dette hierarkiet Id legger også ut Sharpe-forholdet. Jeg har antatt at all programvare vil gjøre en god jobb for å støtte en på skatteforberedelsestidspunktet med Schedule D. Hvis man investerer i en skattepliktig acct, kan alt du kan leve på, din etter skatt. Hvis de returnerer, slår ikke et passende referansepunkt (og de fleste gjør ikke så en passiv eiendomsfordelte indeks-tilnærming gir mest mening). Selv om man slår et referansepunkt, er spørsmålet om at Hulbert Fancial Digest reiser riktig, er - det overskytende avkastningen på grunn av å ta mer risiko enn indeksen FWIW, for tiden i stedet for å lage mitt eget Excel-regneark, er porteføljesporing av Morningstar ganske bra på funksjonene jeg trenger. Peter fra TN postet over 5 år siden: Leon, det er mange Quicken-bøker som tilbys for salg på Amazon. Jeg har brukt Quicken i mange år. Jeg husker ikke om jeg noen gang hadde en manual. Jeg tror kanskje at hjelp og brukerhåndboken som følger med programvaren, kan ha vært bedre i dagene som gikk. Edward fra OR postet over 5 år siden: I mitt andre innlegg kommenterte jeg feil kommentar på Joes kommentar - IAM beregner bare en tidsvektet IRR som han rapporterte. Likevel, det gjør bare den ene typen IRR kalk. Dessverre gir AAII ikke en til å redigere kommentarer. Beklager for enhver forvirring jeg måtte ha forårsaket, jeg tror resten av kommentarene mine er nøyaktige. David fra HI postet over 5 år siden: Jeg er enig med Edward at IRR-beregningene er av stor interesse. Hvis det er rettelser som skal gjøres fra den opprinnelige artikkelen, kan vi få en oppdatering Takk. Saul from NY posted over 5 years ago: Although I dont recall a mention of this in the review, IAM handles options and related transactions very well. As far as I know, this is a feature that is not included in the other two programs reviewed. Option traders should try IAM for this feature alone. Edward from ON posted over 5 years ago: Do any of these programs deal with foreign exchange issues I hold stocks denominated in both CDN and US and the ability to handle differenrt currencies woudl be an important consideration. Ron from ON posted over 5 years ago: I have the same question as Edward. Can any of the portfolio management programs handle transactions, portfolios and reporting in more than one currency It should be possible to track transactions andor portfolios in different currencies and then to automatically convert to a single user-selected currency using FX rates available on the internet and display consolidated reports. Jeffrey from VT posted over 5 years ago: Im back looking at reviews. I use Quicken 2010 and find its such a pain, so many transactions dont download properly and need manual attention. Ive got so many Placeholder Entries that it will take hours to clear them up. Anyone have experience with programs that do the downloads (from Scottrade and Vanguard) more easily William from VA posted over 4 years ago: As noted on Quickens site, unlike past versions, Mac users cannot use the current version of Quicken Premier for stocks and bonds unless you are running a Windows emulator - a pain. You should correct your table to reflect that. Brad from Singapore posted over 4 years ago: It looks like Captools is still the only one offering Multi-Currency Portfolio Management. Is that correct R Rhodes from TX posted over 4 years ago: Your own surveys show a dramatic increase in the use of Apple computers. I suggest in the future that Windows or MAc usability be noted right at the top of every comaprison study. It will save the MAc users valuable time. Ivan Hipschman from CA posted over 4 years ago: I have used both FundManager and a version of Investment Account Manager (actually Portfolio Manager 5, a clone of Investment Account Manager which was marketed by BetterInvesting). Having used both, I would like to give my opinion. I actually find FM easier to use than IAM. It has excellent documentation and help facilities. Both programs have excellent, personal suppport. IAM used email and FM has an online forum. Both responded quickly and helpfully, but the forum format is very helpful in making other users questions and the responses to them available. The major feature which makes FM more useful is its excellent graphic capabilities, which are totally absent from IAM and are not referenced in the review. The graphic capabilities I use include simple plots of investments showing close, high, low and volume for the day and can include dividends if desired moving averages allocation pie charts and stack charts, which show the change in allocation over time overlay, for comparison, of multiple investments with or without dividends portfolio value investment or portfolio gain investment cost - value investment cost - price, which includes a line showing my break even point for the investment on any date and a great many more graphs which some may find useful. All the appropriate graphs include symbols which show my purchases, sales and dividends for that security. The professional version, which I do not own, adds more sophisticated technical analysis graphs. It is also helpful that FM allows price data download from multiple sites, which is valuable if Yahoo is down or does not cover the securities you want information on. FMs reporting capabilities are also superior to IAM and include custom report capabilities using about 200 predefined columns which can be built into a custom report. The professional version, again which I do not own, reportedly allows creation of custom report columns using formulas of your own design. Mark from AZ posted over 4 years ago: I am a representative of Fund Manager. A few comments on our product: 1) Fund Manager supports multiple currencies in all versions of the product. You can track investments in up to 25 different currencies. There is a tutorial on this here: 2) Fund Manager supports calculating Sharpe Ratio and many other statistics in the Professional and Advisor versions. See the Custom report. 3) Fund Manager calculates both Time Weighted Returns (TWR) and Return on Investment (ROI) yields. The online documentation has a discussion of each, and the equations used here: 4) The reviews feature comparison table incorrectly states that Fund Manager doesnt support short positions. It does support short positions. For a FAQ on this topic, see: 5) The review also incorrectly states Fund Manager doesnt support bond premiums, discounts and amortization. It does support all these, and the Professional version has an amortizationaccretion calculator. 6) The review summary has a note about our broker downloads maybe not being correct I dont believe this is true, nor is it mentioned in the review of our product. Bruce Stowe from WA posted over 4 years ago: Ive used IAM for a number of years - back to its PRK days. Over the past two years it has become increasingly buggy with frequent crashes, and in one instance randomly doubling my position in a single portfolio. I suspect that by the nature of the errors and time frame the program has not been properly upgraded to Windows 7. Upon query support has told me at various times that the program could not have made the errors that support does not know why these events happened, or that the problem is Norton. I have now had to remove and re-install IAM three times over the past 18-24 months. FM clearly has more flexability in user defined fields and reports - including IRRROI by objective that IAM does not offer. Further the file formats supported by FM for importexport are more useful. IAM is due for a good dusting and cleaning, and strong upgrade. IAMs current status is such that I would strongly encourage a good look at FM before investing the time and money to properly set-up you portfolios in either program Kevin Ryan from FL posted over 3 years ago: After reading all of these posts Im convinced that the best software is my lot history sheet and macro enabled work books that I have developed in excel. Id like to invest in something professionally developed but the pros and cons dont add up so Ill wait it out until theres an app for that Teck from Loading. posted over 3 years ago: i am a recent reader of the comments - and i need help from any user of IAM on constructing portfolios as opposed to ex-post portfolio reporting and performance analysis - and if anyone has used the IAMs data feed from QuoteMedia (any issues) does IAM do multi currency Jason from Hawaii posted over 2 years ago: I found Fund Manager 12.9 to be a very intuitive, powerful investment management program. It has that satisfying feel of wanting the program to do something, and then realizing on the next click, it exceeded your expectations. The discussion board is very help. The most difficult part is understanding and setting up the portfolio structure so it can sync with online sources shared sweep accounts work correctly. It took most of a Saturday to setup the software, consolidate six accounts and load 15 years of history. Time very well spent John from CA posted over 2 years ago: I have been using IAM since December, 2013, replacing the AWFUL Quicken Premier which I still use ONLY for downloading data from banks and credit cards. IAM handles data download fairly well for Schwab and Fidelity. But it requires manual input of new purchases from Vanguard. It clashes when using Trend Micro anti virus, which necessitates my turning the anti virus off BEFORE I can load IAM. Their tech support via phone is great. Will answer your QUESTION briefly. I subscribe to stockcharts for graphs. Basically IAM does what it suppose to do. I use it mainly to find out one of the many Preferred stock I may hold on cost. And it does that very quickly using their program, written in the FoxBsse language (a compiled version of old dBase). Quicken Premier asked numerous SILLY questions when you download, even asking you whether you want to use average cost or FIFO for a money market fund. Awful software in everyway. This is happens when Intuit has the monopoly. I can say the same on their awful Turbo Tax, gets more bossy (force you to go through interview. extremely rigid on the Form 8949, which is a must for any stock trading. John Kiang from CA posted over 2 years ago: Re: IAM, Investment Account Manager, the owner of IAM and I have worked together and isolated the bug. Many antivirus program such as the one I used, Trend Micro Platinum will DISALLOW software such as IAM to make changes (giving data info)your PC. After numerous phone calls to Trend Micro, we have finally make IAM exe file AND the FOLDER where IAM files reside as EXCEPTION. I can run IAM with my Trend Micro fully protected without crash. It now runs almost reliably without crash. On rare occasions with zillions of window internet connections (tabs) open, IAM may crash BUT I have never lost any data. I use Windows 7 with lots RAMS. Top 6 Best Portfolio Management Software 2017 Ranking Top Investment Management Tools Intro: Finding the Best Investment Portfolio Management Sof tware 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 ltltClick on the links below to read about our financial-planning tools for employees, advisors, and companies. myRecords is the online record-keeper and portfolio-tracker for employee stock options (nonqualified and incentive), restricted stock, restricted stock units (RSUs), and stock appreciation rights (SARs). Store and view grant data, including vesting and expiration dates. Helpful wizards speed up data entry. Model stock-price changes and as of dates to see total value and total gain. Sort grants by next vest date, expiration date, grant type, and other features, with separate presentations for restricted stock and SARs. Grant information feeds our calculators and modeling tools. Export grant data to an Excel file (MSO Pro Members can also import data from Excel files). Receive email alerts for key dates or values. Enhancements for Premium and MSO Pro Members include interactive pie-graphs that illustrate and model the value of: outstanding, exercisable, and unvested options and SARs and vested and unvested restricted stock. Print grant holdings in attractive tables and charts. Pro Members can easily enter grant data for multiple clients, track clients holdings in multiple companies, and switch from one client to another to quickly view different portfolios. Pro Members can create sharp-looking PDFs of tables and charts for communicating with clients, all with your name and firms logo. NEW Use our currency converter to see the value of prices and gains in other currencies. When you have multiple types of grants, e. g. stock options and restricted stock units, you can see the values for all your unvested and vested stock grants both individually by grant type and in total on one interactive screen or printout. This gives you a unified look at the value of the stock grants provided by your company. You can access your stock grant data and use our tools with a web browser on any computer, anywhere in the world, at any time. We use industry-recognized security safeguards, including SSL encryption, to keep your financial data fully secure. For companies (and stock plan service providers) we can customize all the calculators and tools on myStockOptions to fit stock plans, employee culture, and corporate goals. With special custom versions of myStockOptions, companies can: import their employee stock-plan data into the online portfolio-tracker post their stock-plan documents tailor the extensive educational content, including articles and FAQs on employee stock purchase plans, to the specifics of their plans further modify the site to fit their look and feel On these custom websites. stock option and restricted stock grant data can be imported into a secure (user names and passwords are protected) online viewing system, so manual entry is not needed. Money advises optionholders to use the online portfolio-tracker on myStockOptions to monitor their option-grant details, such as exercise prices and expiration dates. For financial advisors, CPA Wealth Provider recommended the financial-planning tools of myStockOptions by selecting the website among companies that have taken the lead through innovation, efficiency, initiative, or growth in the financial-planning area. Quick-Take Calculator For Stock Options The Quick-Take Calculator For Stock Options imports stock option data from myRecords to let you see option profits interactively and make projections. Whether for yourself or for clients, make smarter decisions about financial planning and taxation View net gains after taxes for exercisesale. Personalize tax data for state, year-to-date Social Security, and federal tax rates. See and easily print the tax breakdown, with differences for nonqualified stock options and incentive stock options. Edit the tax-withholding amounts, including whether to apply any taxes for ISOs. Determine the amount of alternative minimum tax adjustment if you exercise and hold ISOs. Easily model for increases and decreases in stock prices and changes in tax rates to see the cash flow these grants can generate. Calculate the Black-Scholes value of your stock options. For Premium and MSO Pro Members. this intuitive stock option calculator includes special interactive, animated bar-graphs that illustrate the net gains, exercise cost, and taxes, along with what if stock-price increases. These let you easily compare, and print colorful reports of, net gains at different stock prices and tax rates. Pro Members can run scenarios for multiple clients and save results for one-click review in our Saved Scenarios tool. (For details of Saved Scenarios, see the relevant section below.) Pro Members can create sharp-looking PDFs of tool results for communicating with clients. Quick-Take Calculator For Restricted Stock RSUs The Quick-Take Calculator For Restricted Stock Restricted Stock Units (RSUs) imports grant data from myRecords to let you see restricted stock (or RSU) profits interactively at vesting and make projections. Whether for yourself or for clients, make smarter decisions about financial planning and taxation View net gains at vesting, whether all the shares are sold or shares are sold only to pay taxes. Personalize tax data for state, year-to-date Social Security, and federal tax rates. See and easily print the tax breakdown. Edit the tax-withholding amounts. Easily model for increases and decreases in stock prices and changes in tax rates to see the cash flow these grants can generate. For Premium and MSO Pro Members. this calculator includes special interactive, animated bar-graphs that illustrate the net gains and taxes, along with what if stock-price increases. These let you easily compare, and print colorful reports of, net gains at different stock prices and tax rates. Pro Members can run scenarios for multiple clients and save results for one-click future review in our Saved Scenarios tool. (For details of Saved Scenarios, see the relevant section below.) Pro Members can create sharp-looking PDFs of tool results for communicating with clients. Quick-Take Calculator For Stock Appreciation Rights (SARs) The Quick-Take Calculator For SARs imports stock appreciation rights data from myRecords to let you see profits interactively and make projections. Whether for yourself or for clients, make smarter decisions about financial planning and taxation View net gains after taxes for exercisesale in shares or cash. Personalize tax data for state, year-to-date Social Security, and federal tax rates. See and easily print the tax breakdown. Edit the tax-withholding amounts. Easily model for increases and decreases in stock prices and changes in tax rates to see the cash flow these grants can generate. For Premium and MSO Pro Members. this intuitive calculator includes special interactive, animated bar-graphs that illustrate the net gains, and taxes, along with what if stock-price increases. These let you easily compare, and print colorful reports of, net gains at different stock prices and tax rates. Pro Members can run scenarios for multiple clients and save results for one-click future review in our Saved Scenarios tool. (For details of Saved Scenarios, see the relevant section below.)Pro Members can create sharp-looking PDFs of tool results for communicating with clients. The I Need The Money Calculator is a Premium tool for stock options, restricted stock, RSUs, and SARs. It will help you develop strategies for reaching your target financial goals. Whether for yourself or for clients, make smarter decisions about financial planning and taxation Enter a required amount of after-tax money. This dynamic tool determines whether there are enough vested options or stock appreciation rights (SARs) to exercise and sell to obtain the needed money. It suggests which options or SARs to exercise to reach the desired net amount, using first in the calculation either the oldest options or the biggest spread. When your current stock price is not high enough to reach your cash goal, you see what price your company stock must hit, along with the needed percentage increase, to reach your financial target. Special features for restricted stock let you know whether there are enough vested shares in the future to equal the required cash and, if these fall short of your cash goal, the price the stock must reach and the needed percentage increase. Dynamically edit tax withholding, stock price, and as of date to make projections and see alternative scenarios. Interactive, animated pie-graphs illustrate the net gains and taxes for the dollar amount needed at the specified stock price and date. Pro Members can run scenarios for multiple clients and save results for one-click future review in our Saved Scenarios tool. (For details of Saved Scenarios, see the relevant section below.) Pro Members can create sharp-looking PDFs of tool results for communicating with clients. Options SARs Comparison Modeling Tool PATENTED The Options SARs Comparison Modeling Tool is a dynamic tool for Premium and Pro Members that helps you plan for in-the-money stock options and SARs: exercise now or wait This tool is so innovative and easy to use that myStockOptions has received a patent for it See the future value of stock options and stock appreciation rights (SARs). Compare exercisingselling vested options and SARs now to put money into an alternative investment versus waiting till the end of the option term to exercisesell. View graphs that illustrate the difference between investment alternatives. Dynamically edit tax withholding, stock price, as of date, and return on alternative investments to make projections and see various scenarios. Pro Members can run scenarios for multiple clients and save results for one-click future review in our Saved Scenarios tool. (For details of Saved Scenarios, see the relevant section below.) Pro Members can create sharp-looking PDFs of tool results for communicating with clients. Restricted Stock Comparison Modeling Tool NEW The Restricted Stock RSUs Comparison Modeling Tool is a dynamic tool for Premium and Pro Members to help you plan for grants of restricted stockRSUs: sell the shares at vesting for an alternative investment, or hold the company stock This tool helps you decide what to do with your company stock once it vests. Based on the patented Options SARs Comparison Modeling Tool See the future value of restricted stock and RSUs at vesting. Compare holding shares from restricted stockRSUs with selling the shares to fund an alternative investment. View graphs that illustrate the differences between your company stock and investment alternatives. Dynamically edit tax rates, stock-price changes, dividend rates, holding periods after vesting, and returns on alternative investments to make projections and see various scenarios. Pro Members can run scenarios for multiple clients and save results for one-click future review in our Saved Scenarios tool. Pro Members can create PDFs of tool results for communicating with clients. In this tool, available only to members of MSO Pro . you can save the results from each of our tools, showing various strategies for later review. You can save the stock price and as-of date you entered or let them change to current values every time you view the scenario. Create multiple scenarios for each tool. Save each scenario with notes. View each saved scenario with one click. Create sharp-looking PDFs of saved scenarios for distribution to clients. Let clients access scenarios through mycompanystock . myAlerts lets you (andor your clients in MSO Pro ) choose to receive helpful email reminders about important moments and target values for stock options, restricted stock, restricted stock units (RSUs), and stock appreciation rights (SARs). Schedule reminders about vesting dates and warnings about upcoming expiration dates. To monitor and manage your sales strategies for company stock and options, choose to receive alerts when grants hit target values and stock prices. Arrange to receive daily, weekly, or monthly summaries of stock grants. MSO Pro Members can set up myAlerts emails for selected clients. In the website myCompanyStock. financial advisors and wealth managers who subscribe to MSO Pro Membership can give clients secure and confidential access to their grant data and all of our tools. Advisors have the flexibility to choose whether to give clients access to the client portal. Communicate with clients interactively in a confidential, highly secure site. Co-brand your firms identity on the site, which you can link to from your website. Collaboratively view grant data and results from the tools with your clients. Store tool results in Saved Scenarios for clients future reference. myNQDC: Website On Nonqualified Deferred Compensation NEW Our new website myNQDC is the only online educational resource devoted exclusively to nonqualified deferred compensation (NQDC) plans. These are often used alongside stock plans for senior executives and key employees. With clear writing and independent, unbiased expertise, myNQDC provides education about the financial planning, taxation, risk, and legal issues surrounding nonqualified deferred compensation. It encourages participants to fully understand these topics and maximize the value of their plans. The website includes: Articles on the full range of topics in nonqualified deferred compensation FAQs with concise yet detailed answers on all aspects of NQDC Glossary of key terms Fun interactive quizzes to test and further your NQDC knowledge Podcasts on NQDC basics and taxation NQDC calculator and modeling tool The site appeals to plan participants, plan providers and administrators, financial advisors, attorneys, and companies with NQDC plans. The tax-deferral advantages of NQDC make these plans increasingly popular, especially given the annual contribution limits of 401(k) plans. NQDC plans let participants save more for retirement and other life goals than they could through qualified plans alone, though they carry complexities and risks, as our new site explains. myNQDC offers individual and group memberships, along with licensing its educational content for other websites and print materials. All of our tools can be built into our custom stock plan sites, and we can develop special tools for your employee stock purchase plan. Trial premium memberships to our public site are available by request for qualified users who want to experience our tools. Please register free (unless already registered) and then email your request for a trial upgrade to supportmystockoptions . Innholdet er gitt som en pedagogisk ressurs. MyStockOptions skal ikke holdes ansvarlig for eventuelle feil eller forsinkelser i innholdet, eller handlinger som er tatt i tillit til det. Copyright copy 2000-2017 myStockPlan, Inc. myStockOptions er et føderalt registrert varemerke. Vennligst ikke kopier eller utdrag denne informasjonen uten uttrykkelig tillatelse fra myStockOptions. Kontakt redaktørmystockoptions for lisensinformasjon.