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Simple portfolio tracking software


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#1 Cynthia Moore

Cynthia Moore

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Posted 19 February 2015 - 10:49 PM

Can anyone recommend a simple, cheap program for keeping track of my stock portfolio?

 

All I need is a place to record purchases and sales and have it keep track of the basis for tax purposes. For that, I suppose it also needs me to record stock splits.

 

I've checked around, but they are all much more sophisticated.

 

Thanks


Running Win 10 & Office 365.


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#2 Chris Cosgrove

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Posted 20 February 2015 - 07:26 PM

Without knowing the sort of business you are in it is difficult to be very precise.

 

If you are in the sort of business with low volumes and high values - say up to a dozen or so sales per day - then a simple Excel or Libre Office spread sheet should be adequate and not overly laborious to keep up to date. If however you are selling hundreds or thousands of items per day then I think you would need an automated system which is going to be more expensive.

 

If you are using some sort of dedicated accounts package - Sage for example - can this not be included in that ?

 

Chris Cosgrove






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