Subject: Software - Portfolio Tracking and Technical Analysis

Last-Revised: 2 Jul 2001
Contributed-By: Chris Lott (contact me)

Many software packages are available that support basic personal finance and investment uses, such as managing a checkbook, tracking expenses, and following the value of a portfolio. Using a package can be handy for tracking transactions in mutual funds and stocks, especially for active traders at tax time. Many packages support various forms of technical analysis by drawing charts using historical data, applying various T/A decision rules, etc. Those packages usually include a large amount of historical data, with many provisions for fetching current data via the 'net.

With the advent of online banking, many banks are offering software at no charge, so be sure to ask locally.

This page lists a few resources that will help you find a package to meet your needs.

• A decent collection of links for portfolio software is available on The Investment FAQ web site:
  http://invest-faq.com/links/software.html
• A yearly compendium is part of AAII's Computerized Investing Newsletter.
• Anderson Investor's Software, 130 S. Bemiston. Ste 101, St. Louis MO 63105, USA; Sales 800-286-4106, Info 314-918-0990, FAX 314-918-0980.
  http://www.investorsoftware.com/
• Nirvana Systems of Austin, TX specializes in investment- and finance-related software. +1 (512) 345-2545, 800-880-0338.
• BobsGuide.com is an online showcase for technologies and services in the banking and finance industry. The target users are primarily those in the banking and finance community responsible for purchasing software and hardware technology.
  http://www.bobsguide.com/