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Q: Portfolio Management, Transaction Tracking, Performance Analysis Software ( No Answer,   0 Comments )
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Subject: Portfolio Management, Transaction Tracking, Performance Analysis Software
Category: Business and Money > Finance
Asked by: opinsky-ga
List Price: $20.00
Posted: 16 Sep 2003 15:46 PDT
Expires: 16 Oct 2003 15:46 PDT
Question ID: 257432
Hi,

i am looking for software to control my personal investments. I have
assets in several currencies, in several financial institutions. I
have American stocks, European stocks, options, T-bills, notes,
Corporate bonds, Foreign government bonds all denominated in multiple
currencies.

I currently use Microsoft Money and I've tried Quicken and both are ok
at the transaction tracking (buy shares, sell bonds, interest), but
they have some fatal flaws: i need to know at any given moment what is
the current value of my investment including non-cash items like
accrued interest.

I need a software or list of softwares that can:

* Record transactions (buy, sell, interest, exercise options, etc)
* List my current assets, by several asset classifications, as well as
by accounts, currency, etc
* Track the performance (yields, etc) and other statistics (duration,
convexity) of my portfolio
* Track the future cash-flows of my portfolio (from payment of bond
coupons, etc)

I DO NOT NEED A LIST OF SOFTWARES THAT ARE CLASSIFIED AS "PORTFOLIO
MANAGEMENT". I need someone who actually used the software and can
tell me wether it do perform. Alternatively, a software that let me
manipulate my MS Money data in Access or in Excel will be very helpful
(Ultrasoft MoneyLink does not work for the level of detail that I
need)

I am a newcomer to google answers, so please ask any relevant detail
that i've forgotten.

The software must run in a PC (no ASP or webservices), cost in the
$250-$350 range and preferably have its data "open" to be read from
3rd party applications

Thanks in advance!

OP
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