Portfolio Tracking For Historical Perspectives

Discussion in 'Risk Management' started by MacR, Mar 18, 2024.

  1. MacR

    MacR

    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.
     
  2. ZBZB

    ZBZB

    Interactive brokers account management gives you historical graphs for account balance.
     
  3. MacR

    MacR

    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!
     
  4. ZBZB

    ZBZB

  5. ZBZB

    ZBZB

    interactive brokers lite is free. No commission.
     
  6. MacR

    MacR

    Thank you for your replies. I have found one that will be of benefit to me.
     
  7. RantaMin

    RantaMin

    What tool did you find?
     
  8. RantaMin

    RantaMin

    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