Ok, I am trying to setup either a standalone or web-based software package that can show multiple accounts. My partner has 7 stock accounts we want to be able to bring into one software platform. I remember some web-based services that would actually go log into each account and log-in and pull in every position/cash/MM Fund/bonds into one platform. Forgot the name, but also could do bank accounts, etc. Any suggestions? Just a basic way to track all accounts in one platform is what we are looking for. TIA!
Any ideas fella's? I found mint.com....free online utility made by quicken that looks like it can log into all the various brokerage accounts and pull all the info in. Would rather have a PC based software (so have not tried mint yet), instead of in a cloud somewhere...but that is basically what I am looking for.
I ran into this on some other forum. Have not tried it and not sure if it will fit your needs. http://www.journalmytrading.com/