Portfolio software

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Sep 17, 2006 11:12 am

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.

Oct 5, 2006 12:13 am

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

Oct 10, 2006 8:02 pm
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?


Is that english?  Sounds like a pathetic attempt at mimicking the sound of a Buffalo flatulating to me.

Oct 12, 2006 8:44 pm
Grammar Police:
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?


Is that english?  Sounds like a pathetic attempt at mimicking the sound of a Buffalo flatulating to me.

Oct 12, 2006 8:45 pm

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.


Oct 13, 2006 12:54 am
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.




no he meant the sound of the entire city of Buffalo farting....quite a charming concept really.