portfolio managing software

[rxalva]

anyone looking for a simple and easy to use portfolio manager can check this software :
http://www.tradetrakker.com/

there is a 30 day free trial.....so you can try before you buy......price is also quite low at $19.95....you won't spend more than 10 minutes to get around the entire software..........highly recommended.

 

[Neal]

Thanks rxalva!

I am definately going to give it a try.

 

[sh50]

I wonder why people don't post for portfolio or fundamental analysis software. This looks interesting. It shows how a mutual fund manager would think.

http://www.portfolio123.com/index.jsp

This also looks interesting:-

http://www.prosight.com

 

[jicom]

thanks guys.. for the links... i ll definitely test these

 

[LEYAKATH]

Dear friends i feel the Best portfolio is in www.moneycontrol.com

 

[cemcompusoft]

Dear friends i feel the Best portfolio is in www.moneycontrol.com

Hello,

You can Try this one, download from http://rapidshare.de/files/17033788/CEMPIB.exe.html. It is old setup. After downloading it, download update from http://finance.groups.yahoo.com/group/CEMCOMPUSOFT/files/CEMPIB_UPDATE 2.exe
It will fulfill your requirement. Beside portfolio management it was also calculates your P&L....Intraday or delivery basis, scriptwise etc.

Some features are -

1. Keep records of all trades. Automatically identify separate quantities for Intraday or Delivery basis.
2. Separate Profit & Loss report for Intraday and Delivery Trades.
3. Automatically completes charges against Brokerage, STT, ST, Tr. Charges & Stamp Duty etc.
4. Each Buy or Sell entry in Inventory (Stock Ledger) is completed in Cash Ledger.
5. Separate Stock Ledger for CAP and F&O trading.
6. Scriptwise Profit & Loss with holding period.
7. Import This is currently for India Bulls clients. All trades exported by PIB (Online trading software of IB) are imported by this software. Therefore no need of manual entries. If you are not IB client & you need this feature, please send sample of soft copy of your trades.

Regards,

Er.K.S.Kachhwaha

 

[agkg2004]

Hello,

You can Try this one, download from http://rapidshare.de/files/17033788/CEMPIB.exe.html. It is old setup. After downloading it, download update from http://finance.groups.**********/group/CEMCOMPUSOFT/files/CEMPIB_UPDATE 2.exe
It will fulfill your requirement. Beside portfolio management it was also calculates your P&L....Intraday or delivery basis, scriptwise etc.

Some features are -

1. Keep records of all trades. Automatically identify separate quantities for Intraday or Delivery basis.
2. Separate Profit & Loss report for Intraday and Delivery Trades.
3. Automatically completes charges against Brokerage, STT, ST, Tr. Charges & Stamp Duty etc.
4. Each Buy or Sell entry in Inventory (Stock Ledger) is completed in Cash Ledger.
5. Separate Stock Ledger for CAP and F&O trading.
6. Scriptwise Profit & Loss with holding period.
7. Import This is currently for India Bulls clients. All trades exported by PIB (Online trading software of IB) are imported by this software. Therefore no need of manual entries. If you are not IB client & you need this feature, please send sample of soft copy of your trades.

Regards,

Er.K.S.Kachhwaha

Hi,

The software seems to be interesting and suits me as I'm using PIB. But, the links provided by you are not working. can u please give the updated links.

Thanx a ton.

 

[dineshs]

Is there any free site (Indian) where u can upload your own portfolio in EXcel in a defined format?

 

[mitul807]

try investplus software

 

[mkumarpandey]

Is it any simple software for portfolio management of Mutual Fund