Starting with an Excel spreadsheet I then became lazy and utilized the services of StockMarketEye for Portfolio tracking. Months ago SME closed the site and I have been searching for software for Mac or a site to replace them. I would appreciate any suggestions you have for a replacement or what you use. Thank you for your time.
Oh thank you yet, I am not not that advanced. Most sites I see use the brokers charts to print. Looking for a site that gives me LT/ST gains and losses for a trade. The price a bit out of line for me. Thank you!
I know several tools, including Capitally, Kubera, Portfolio-Performance, Stock Rover, and Sharesight. Sharesight excels in detailed tax reporting, while Capitally is ideal for managing diversified portfolios. Kubera offers a streamlined user experience, and Portfolio-Performance is perfect for those who prefer open-source solutions