Suggestion for Free Personal Portfolio Management Software

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vinny2005
Posts: 56
Joined: Thu Jun 07, 2007 2:56 pm

Suggestion for Free Personal Portfolio Management Software

Post by vinny2005 »

Please let me know if you know of a free personal portfolio management software? I am searching on internet, couldn't find a decent one.
livesoft
Posts: 75123
Joined: Thu Mar 01, 2007 8:00 pm

Post by livesoft »

What features do you require?

The M* portfolio manager is free if you sign up for it via a free TRowePrice account. (see this link for how to sign up: http://www.early-retirement.org/forums/ ... post578722 ). It lacks some features though.

Both Quicken and MSMoney have free trial versions. You can probably buy them for about $30. Not quite free, but just forego one dinner out with the family.

investor.msn.com finance.yahoo.com smartmoney.com all have free portfolio managers as well.

mint.com and yodlee.com are possible options, but I have not used them.

Alot of folks around here have built Excel portfolio managers, but you know Excel is not free, but maybe an OpenOffice spreadsheet would work.
bhzmark
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Joined: Mon Feb 02, 2009 8:48 pm

Post by bhzmark »

specifically anyone know of a portfolio tracking program (free or not) that tracks dividends? MSN Portfolio, Yodlee and Morningstar do not (which are all otherwise excellent programs). MSN portfolio has a great historical charting, and yodlee and M* have great asset allocation features.
livesoft
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Post by livesoft »

I never had a problem putting reinvesting dividends into MSN portfolio manager, nor into M* portfolio manager.
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cato
Posts: 230
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Location: Portola Valley, CA

Post by cato »

That's easy:

http://www.fundmanagersoftware.com/


Nothing else comes close. They have a free trial.
Citigroup delenda est.
bhzmark
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Post by bhzmark »

livesoft wrote:I never had a problem putting reinvesting dividends into MSN portfolio manager, nor into M* portfolio manager.
I don't mean doing it manually for investment that you own. I mean the historical charts that calculates the return by also considering historical dividends paid as well as capital gain. The Total Return column in MSN portoflio isn't actually Total Return -- it is just capital gain; it leaves out dividends.
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Bounca
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Post by Bounca »

smartmoney.com is the only portoflio tracker I've known of that alerts of a dividend and prompts you to reinvest it or not and calculates things accordingly. Through the years I've used it here and there. I feel it is the most underated tracker out there. It is overlooked relative to M* and msn.
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Hexdump
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Location: Houston, Texas

I am pretty sure that Microsoft's

Post by Hexdump »

bhzmark wrote:
livesoft wrote:I never had a problem putting reinvesting dividends into MSN portfolio manager, nor into M* portfolio manager.
I don't mean doing it manually for investment that you own. I mean the historical charts that calculates the return by also considering historical dividends paid as well as capital gain. The Total Return column in MSN portoflio isn't actually Total Return -- it is just capital gain; it leaves out dividends.
product, called "Managing Your Money" includes dividends in the calculation of gain.

hex
brainstem
Posts: 429
Joined: Mon Aug 20, 2007 5:11 pm

Post by brainstem »

I have used MS Money for my portfolio management but the SOBs in Seattle have decided they do not make enough money from my buying it every two or three years -- so they are dumping support soon and now longer sell the product -- so stay away.
livesoft
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Joined: Thu Mar 01, 2007 8:00 pm

Post by livesoft »

I used to view the historical charts, but you know, what's the point? What kind of information do you get from viewing those charts anyways? Really. Be honest.
bhzmark
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Joined: Mon Feb 02, 2009 8:48 pm

Post by bhzmark »

Cake Financial looks very good. It doesn't have as many brokerages as yodlee yet though.
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