Stock / Portfolio Tracking Software - Canadian TV, Computing and Home Theatre Forums

notsure · 2012-04-28, 09:42 AM

Can anyone recommend a good stock / portfolio tracking software for Mac OS X?

I've tried both Quicken and iBank but they seem to be overly complicated for what I need and more geared towards the personal finance game.

I'm looking for something that will allow me to track my stocks and mutual funds on a weekly / monthly / quarterly / yearly level without too much work.

Integration with my discount brokerage (TD Waterhouse) would be a bonus but not a requirement.

Any ideas?

TIA!

57 · 2012-04-28, 09:49 AM

In TD Waterhouse, if you click on your fund (or stock) does it not show performance graphs, etc. Perhaps these are not in the form you want them?

notsure · 2012-04-28, 10:00 AM

Odd, I got an error trying to post this (reported in member feedback) so I'm surprised to see this here.

Yes, that works for individual stocks but I want an entire portfolio view starting at purchase date. Their web interface does allow you to setup up to 6 portfolios but the info is very rudimentary.

Cheers.

gworg · 2012-07-05, 12:48 PM

have you considered google finance or yahoo?

notsure · 2012-07-05, 01:14 PM

I don't want that information stored online.

I'm currently using a pretty simple spreadsheet that I update weekly. I'm able to import the data easily from provided CSV files so overall things are too bad.

I was thinking of writing something myself but at this rate I won't have time until I'm retired which won't be for many years.

2012-04-28, 09:42 AM	#1
notsure Veteran Join Date: Feb 2007 Location: Ottawa, ON; OTA, XBMC, ATV Posts: 1,594	Stock / Portfolio Tracking Software Can anyone recommend a good stock / portfolio tracking software for Mac OS X? I've tried both Quicken and iBank but they seem to be overly complicated for what I need and more geared towards the personal finance game. I'm looking for something that will allow me to track my stocks and mutual funds on a weekly / monthly / quarterly / yearly level without too much work. Integration with my discount brokerage (TD Waterhouse) would be a bonus but not a requirement. Any ideas? TIA!

2012-04-28, 09:49 AM	#2
57 Moderator Join Date: May 2002 Location: Toronto, Rogers, 8300HD, eHDD, Panasonic TCP65S1, Denon AVR4310Ci; 8300HD, eHDD & Sony KDL40W3000 Posts: 50,291	In TD Waterhouse, if you click on your fund (or stock) does it not show performance graphs, etc. Perhaps these are not in the form you want them? __________________ 57's Home Theatre (Latest equipment & photos) 57's Optimization Services (Home Theatre Optimization)

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2012-04-28, 10:00 AM	#3
notsure Veteran Join Date: Feb 2007 Location: Ottawa, ON; OTA, XBMC, ATV Posts: 1,594	Odd, I got an error trying to post this (reported in member feedback) so I'm surprised to see this here. Yes, that works for individual stocks but I want an entire portfolio view starting at purchase date. Their web interface does allow you to setup up to 6 portfolios but the info is very rudimentary. Cheers.

2012-07-05, 12:48 PM	#4
gworg Join Date: Oct 2004 Posts: 441	have you considered google finance or yahoo?

2012-07-05, 01:14 PM	#5
notsure Veteran Join Date: Feb 2007 Location: Ottawa, ON; OTA, XBMC, ATV Posts: 1,594	I don't want that information stored online. I'm currently using a pretty simple spreadsheet that I update weekly. I'm able to import the data easily from provided CSV files so overall things are too bad. I was thinking of writing something myself but at this rate I won't have time until I'm retired which won't be for many years.