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Old 2012-04-28, 09:42 AM   #1
Join Date: Feb 2007
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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?

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Old 2012-04-28, 09:49 AM   #2
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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?
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Old 2012-04-28, 10:00 AM   #3
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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.

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Old 2012-07-05, 12:48 PM   #4
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have you considered google finance or yahoo?
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Old 2012-07-05, 01:14 PM   #5
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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.
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