Tech: Need new stock portfolio site/program

Subject: Tech: Need new stock portfolio site/program
From: Uncle_DaveO
Date: 12 Dec 08 - 08:27 PM

I have used the Netscape stock portfolio program for a number of years to manage my IRA and my wife's IRA, and found it very helpful. And free!

However, AOL (which absorbed Netscape last February) seems to have closed down the Netscape program, without notice. Luckily, I have the data of stocks bought, what dates, at what prices, and so forth, but I need some successor to the portfolio upkeep and display capabilities I had at Netscape.

The site or program should
(For each stock position):
1. allow the stock's identity, number of shares, original acquisition price and acquisition date to be entered
2. import current price information when the portfolio display is opened or on operator demand
3. display the original purchase per share price (item 1 above) and current unrealized profit/loss
4. display the profit/loss as of the time of opening the display (or demand)
5. display the profit/loss on that position by percentage as of that time/date

(Totals for each sub-portfolio of up to ten stocks):
1. display the total purchase value of the portfolio
2. show the total current value of the portfolio when the display is opened or updated.
3. show the total gain or loss in money
3. show the current gain or loss in percentage

Ideally the site or program should allow for multiple small portfolios (one to ten stocks each, for example). In Netscape I used fourteen such sub-portfolios to track my system.

Other capabilities may be helpful, but in terms of replacing the capabilities I've lost with Netscape's closing, that is it. I don't need stock or market evaluation capabilities; I do that in a different way.

Now, does anyone have any suggestions of online facilities or downloadable programs, preferably free or low-cost?

Dave Oesterreich

Subject: RE: Tech: Need new stock portfolio site/program
From: Uncle_DaveO
Date: 12 Dec 08 - 08:43 PM

Subject: RE: Tech: Need new stock portfolio site/program
From: JohnInKansas
Date: 12 Dec 08 - 09:09 PM

Definitely NOT what you're looking for, but when you look for free/inexpensive software you might be interested in what features the "full-feature" programs have, for comparison.

If interested, check out The Best Accounting Software for Troubled Times, a recent PC Magazine review.

Although intended for more general business account management, at least some of these programs should have the sort of trend-tracking and current-status data features you need.

The article doesn't specifically describe stock tracking, but inventory tracking and open-account tracking features are much the same. With names to put with who sells the better(?) accounting software, you may find a "smaller package" even more specific to your needs from one of them, althuogh you're unlikely to find "freeware" from any of them. Also note that the four products listed are by no means a complete list of what's available - just what lots of people do use.

John

Subject: RE: Tech: Need new stock portfolio site/program
From: Bill D
Date: 12 Dec 08 - 10:15 PM

Dave...take a look thru these programs...
Pricelessware

I use none of them, so I can't advise.....but this whole page has many business related programs.

Subject: RE: Tech: Need new stock portfolio site/program
From: GUEST,pattyClink
Date: 12 Dec 08 - 10:34 PM

Sorry, I got nothing to help. I discovered a few years ago I do better if I keep a paper page for each stock and record in cold pencil what goes on--I guess it's a 'portfolio'.

Subject: RE: Tech: Need new stock portfolio site/program
From: Effsee
Date: 12 Dec 08 - 10:59 PM

Shouldn't this be "below twe line"?

Subject: RE: Tech: Need new stock portfolio site/program
From: Amos
Date: 12 Dec 08 - 11:16 PM

We use Quicken and it does everything you need, including auto-updates on NAV prices for any stock or fund for which you give it a trading symbol.


A

Subject: RE: Tech: Need new stock portfolio site/program
From: Stilly River Sage
Date: 12 Dec 08 - 11:35 PM

I use Microsoft Money and it allows you to set all of that up. There are several flavors, but you can buy it online for about $50 on eBay. I use the Money Plus Deluxe version.

SRS