Help to manage portfolio...........

MrARM · 1 Help to manage portfolio........... Sun Sep 25, 2011 2:53 pm

MrARM

Stock Analytic

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Friends Do you use any kind of software to monitor your profile other than broker provider ones

If I did 1 transaction per day then there will be almost 20 at the end of month. how should I know my performance. profit or loss during month.
or else I want to monitor how the value of my portfolio changed during last month.

Are there any kind to tool for these type of analysis.

saber · 2 Re: Help to manage portfolio........... Sun Sep 25, 2011 5:17 pm

saber

Equity Analytic

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You can use the following two options which are free. With them you can track the profit/loss along with the share price movements.

1. Bloomberg Portfolio Tracker

2. SLSTOCK.LK portfolio manager

I'm using the both of the above.

However both has their own limitations therefore I still keep a Excel sheet to track my every transaction to last cent. Only drawback is that you can't track the price movements with excel. Sad

viper123 · 3 Re: Help to manage portfolio........... Sun Sep 25, 2011 10:18 pm

viper123

Manager - Equity Analytics

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Best option is Excel Sheet, but if ur a software developer u can do a small program for that. I use excel sheet although i am a programmer my self. bounce

Quibit · 4 Re: Help to manage portfolio........... Mon Sep 26, 2011 1:36 am

Quibit

Senior Vice President - Equity Analytics

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http://www.stockinfo.lk/portfolio.php

MrARM · 5 Re: Help to manage portfolio........... Mon Sep 26, 2011 5:43 pm

MrARM

Stock Analytic

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thank you all.

I tried both excel and small database-web interface. they are not going to do for me. but I m looking much sophisticated and interactive interface. I dont want to dump my time either.
Want a off-the shell tool. Very Happy