Suggestion for Free Personal Portfolio Management Software

vinny2005 · Post by **vinny2005** » Mon Mar 16, 2009 7:59 pm

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 · Post by **livesoft** » Mon Mar 16, 2009 8:09 pm

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 · Post by **bhzmark** » Mon Mar 16, 2009 8:25 pm

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 · Post by **livesoft** » Mon Mar 16, 2009 8:54 pm

I never had a problem putting reinvesting dividends into MSN portfolio manager, nor into M* portfolio manager.

cato · Post by **cato** » Mon Mar 16, 2009 11:20 pm

That's easy:

http://www.fundmanagersoftware.com/

Nothing else comes close. They have a free trial.

bhzmark · Post by **bhzmark** » Wed Mar 18, 2009 10:53 pm

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.

Bounca · Post by **Bounca** » Thu Mar 19, 2009 6:57 am

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.

Hexdump · Post by **Hexdump** » Thu Mar 19, 2009 7:13 am

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 · Post by **brainstem** » Thu Mar 19, 2009 7:41 am

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 · Post by **livesoft** » Thu Mar 19, 2009 8:10 am

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 · Post by **bhzmark** » Tue Apr 28, 2009 7:57 am

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

Bogleheads.org

Suggestion for Free Personal Portfolio Management Software

Suggestion for Free Personal Portfolio Management Software

I am pretty sure that Microsoft's