Money Management Software

Discussion in 'Risk Management' started by saatfj, Jul 24, 2009.

  1. saatfj


    I am looking for an overall robust Money Management Software.
    Features I'd like to consider...

    Trading Journal (be able if possible to attach chart pictures from trading platform into journal as well)
    Performance Charts/Reports.
    Tax Preparation (not a requirement but nice)
    Be able to import current/historical data from broker directly.

    Thanks in advance for suggestions
  2. RobtF


    Give up and use excel.
  3. saatfj


  4. Are you are looking for a money management software for stocks and options or just your money in general?

    If you are looking for something for stocks and options we are creating a program that will allow you to keep track of all your positions in your accounts.

    You can attach pictures of the current chart or any picture that you want to the current trade. We are working on the tax preparation and getting the current/historical data from the broker.

    If you have any ideas for the software, just add more ideas to the forum.

    Thank you!
  5. saatfj


    stocks and forex with auto import trades from broker (not manual import)
  6. morgen


    I think TradeMax meets all your demands you mentioned.

    1. It can import trade data directly from your online broker by enter your account name and passowrd in TradeMax.

    2. From the trade grid, you can monitor your trade perfomance that help u make more appropriate investment.

    3. TradeMax rups up to ten or more reports such as Scheule D ,MTM form 4797 and G/L report within seconds.

    the more features about TradeMax at