investment tracking software


Investment tracking software is usually marketed under portfolia tracking software category.

These tools allow you to monitor the overall performance of your portfolio, possibly consisting of bonds, stocks, and other financial products with active price formation process.

Some of these tools may also be modified so that investments without exchange traded price formation (such as real estate investments) can be added to the portfolio.

However, usually these tools conveniently take the price data from online resources, for exchange traded products, such as stocks, mutual funds, bonds.

As these are monitoring tools, you should place special importance to the reporting tools of the product.

These reporting tools should help you make intelligent investment decisions.

Available Investment Tracking Software Products

Available commercial software products to monitor portfolios include:

  • captools.com (Captool Professional Investor, Captool Global Investor, Captool Individual Investor)
  • ewebportfolio.com (Web-based portfolio management and accounting system)
  • beiley.com (Fund Manager, track and analyze stocks, mutual funds, and other investments)
  • datacow.com (EZStock, stock tracking and portfolio management software)

In addition to the commercial portfolio tracking packages, there are also shareware and freeware packages available for investors.

You can take a look at some of the available packages in these categories at places such as download.com and shareware.com.


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