Suggestions for portfolio tracking SW:

Discussion in 'Trading Software' started by Stok, Mar 30, 2010.

  1. Stok


    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.

  2. Stok


    Any ideas fella's?

    I found 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.
  3. Andyroki