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.

A decent collection of links for portfolio software is available on The Investment FAQ web site:

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