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

Go Back   Canadian TV, Computing and Home Theatre Forums > Consumer Electronics and Home Computing > Home Computing > Apple Computing

Reply
 
Thread Tools Search this Thread Display Modes

Old 2012-04-28, 09:42 AM   #1
notsure
Veteran
 
Join Date: Feb 2007
Posts: 1,979
Question 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!
notsure is offline  
Sponsored Links
Advertisement
 
Old 2012-04-28, 09:49 AM   #2
57
Moderator
 
Join Date: May 2002
Location: Toronto, Rogers, 9865 & 8300-eHDD, Panasonic TCP65S1, Denon AVR4310Ci; Sony KDL40W3000, 8300-eHDD
Posts: 52,518
Default

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 Optimization Services (Home Theatre Optimization) . . . . 57's Home Theatre (Latest equipment & photos)
57 is offline  
Old 2012-04-28, 10:00 AM   #3
notsure
Veteran
 
Join Date: Feb 2007
Posts: 1,979
Default

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.
notsure is offline  
Old 2012-07-05, 12:48 PM   #4
gworg
 
Join Date: Oct 2004
Posts: 484
Default

have you considered google finance or yahoo?
gworg is offline  
Old 2012-07-05, 01:14 PM   #5
notsure
Veteran
 
Join Date: Feb 2007
Posts: 1,979
Default

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.
notsure is offline  
Reply

Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off



All times are GMT -4. The time now is 09:27 PM.

Search Digital Home

Powered by vBulletin® Version 3.8.6
Copyright ©2000 - 2014, Jelsoft Enterprises Ltd.