Software to Track and Evaluate Portfolios


W

W

What are the best options for software that would allow you to track
multiple portfolios and also provide guidance about the diversification of
the portfolio? I'm looking for a tool that would be more along the lines
of what a money manager would use than something to track an individual
portfolio.
 
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T

Tad Borek

W said:
I'm looking for a tool that would be more along the lines
of what a money manager would use than something to track an individual
portfolio.

I don't use them but some common applications are Advent or dbCAMS for
portfolio management and reporting, or Morningstar's products (like
Principia or Advisor workstation). M* bought dbCAMS so I don't know
what's happening to those apps. Some of the account custodians like
Fidelity or Schwab have their own applications too.

-Tad
 

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