Sunday, September 4th, 2011 at
10:44 am
I’m in a situation where I have some mutual funds I’ve owned since 2003.
The problem is, the funds used to be with one mutual fund company, then I transferred the account to another. Along the way, I never kept track of historical transactions so I could easily figure cost basis.
Does anyone know of a good software program (or some way) I could enter all the historical transactions and come up with a cost basis to figure my capital gains?
Thanks!
Friday, August 26th, 2011 at
5:28 pm
I am looking for a software program to track stocks and mutual funds? Any suggestions?
Tuesday, April 6th, 2010 at
2:15 pm
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.
Wednesday, December 23rd, 2009 at
4:39 am
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.