Portfolio software
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I have researched a few portfolio softwares but they are either too expensive, too cumbersome, do not have clarity and are just too time consuming. Does anyone have any thoughts on what they find is the best software out there that could analyze mutual funds with clear reporting like overlaps, costs, holdings etc., and can give proper updates frequently.
I realize that this is a late, late response -
Morningstar Principia Pro for mutual funds - Advanced Analytics is best
for what you are looking for.
It also integrates with other modules - stocks, closed end funds, VA
subaccounts, and managed portfolios - while doing a thorough analysis,
comparison, etc.
You can also upgrade to a version which is able to make NASD compliant
comparisons, etc.
Worth every penny with either monthly or quarterly updates available.
C
[quote=clearhorizons]I have researched a few portfolio softwares but they are either too expensive, too cumbersome, do not have clarity and are just too time consuming. Does anyone have any thoughts on what they find is the best software out there that could analyze mutual funds with clear reporting like overlaps, costs, holdings etc., and can give proper updates frequently.~Is this a question? [/quote]
Is that english? Sounds like a pathetic attempt at mimicking the sound of a Buffalo flatulating to me.
[quote=Grammar Police]
[quote=clearhorizons]I have researched a few portfolio softwares but they are either too expensive, too cumbersome, do not have clarity and are just too time consuming. Does anyone have any thoughts on what they find is the best software out there that could analyze mutual funds with clear reporting like overlaps, costs, holdings etc., and can give proper updates frequently.~Is this a question? [/quote]
Is that english? Sounds like a pathetic attempt at mimicking the sound of a Buffalo flatulating to me.
[/quote]Considering your reply, enough said about English language. Why Buffalo with a capital B. Is it a proper noun?
You want to go to English forums, please hasten. Leave investments to professionals.
[quote=clearhorizons]
Considering your reply, enough said about English language. Why Buffalo with a capital B. Is it a proper noun?
You want to go to English forums, please hasten. Leave investments to professionals.
[/quote]no he meant the sound of the entire city of Buffalo farting....quite a charming concept really.