I own a number of stocks, mutual funds, and ETFs through Schwab, which I follow on Schwab’s website. But I’d like to get a more sophisticated tool, something that allows me to download price and volume data onto my own computer, so I can generate lots of charts and do a bit of technical analysis. I’m definitely not a day trader, but I’d like to do more of the "buy and hold for a few weeks then sell" style of trading. Plus, it would be useful to keep tabs on my various buys and sells, so I can easily compute how much profit or loss I’ve made on a given position. I’ve done things like buy 1000 shares of XYZ, then later sell 300 shares of XYZ, then later buy 200 shares of XYZ. Can anyone recommend a good software tool for this? I don’t mind paying for it, if it fits my needs.
I’m looking for the best software that will allow me to manage and track my investments, most of which are mutual funds and individual stocks. I have used Quicken and Money but they’re too complex. I just need a simple program that will allow me to conduct simple analysis such as asset allocation models. Any suggestions would be greatly appreciated.