Portfolio Management Software

[FinStudio]

I need Indian market portfolio management software, which can record F&O transaction along with regular transaction.

Try InvestPlus (www.investplus.in).

I am testing out the trial version, supports F&O, stocks, MFs, Bonds etc. It seems individual licensed is priced at Rs 2,500.

So far good, but they should improve their reports.

 

[yccheok]

Does this free stock market software (with portfolio management feature) meet your requirement?

http://jstock.sourceforge.net

 

[Prashant Patel]

Try InvestPlus (www.investplus.in).

I am testing out the trial version, supports F&O, stocks, MFs, Bonds etc. It seems individual licensed is priced at Rs 2,500.

So far good, but they should improve their reports.

I'm trying their Demo version, but what i don't like is they charge yearly & also at too high rate!

 

[shajans]

There is an application from 7fm,

http://www.fidoh.com/Downloads.html

It appears on the NSE Main Page, "Desktop Financial Manager." may be NSE has approved of it, but I am not comfortable with applications contacting their home with our data.

Cheers.

 

[abdriver2000]

Looks like everyone is concerned about putting their data on the web, and rightly so! Under this scenario, Excel sheets are your best bet. You can customize them the way you want it. You can get quotes using Web queries, plot your own charts and calculate using your own formulae.

Just password protect it and remember to keep a backup!

 

[vkt8585]

Try Economic Times Porfolio or RupeeLog portfolio it will tell u realised gains/unrealised gains as well.

 

[mitul807]

I'm trying their Demo version, but what i don't like is they charge yearly & also at too high rate!

Reason is, continues upgrading software, every 8-10 days releasing new upgraded version, reports and features

 

[itprodeepak]

try Perfios.com for the same. I have just started using it this week and its free and has features to add Mutual Funds, Equities, F&O Transaction, Loans, Credit CArd Details.

A complete pack for all type of financial management.. Must Try once.. I am happy with it....

 

[munde_77]

Try InvestPlus (www.investplus.in).

I am testing out the trial version, supports F&O, stocks, MFs, Bonds etc. It seems individual licensed is priced at Rs 2,500.

So far good, but they should improve their reports.

:thumb:............................

 

[munde_77]

................

There is an application from 7fm,

http://www.fidoh.com/Downloads.html

It appears on the NSE Main Page, "Desktop Financial Manager." may be NSE has approved of it, but I am not comfortable with applications contacting their home with our data.

Cheers.