Stock Analysis, Financial Planning and Reporting

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May 17, 2009 1:55 pm

I need three pieces of software and I am very cost conscious.  I need good stock analysis software, financial planning software and reporting or something to aggregate holding of individual stocks & bonds along with MFs held at the fund family.

 
Please help.
May 17, 2009 2:31 pm

I've heard google is a good place to search for stuff.

May 17, 2009 3:31 pm

BiLo search? Never!



We're supposed to do his research for him. I'm surprised he hasn't asked us to start researching stock positions for him.

May 17, 2009 3:53 pm

No, Google's not that great plus you don't get first hand knowledge from users.  Good try Morphuck.

 
Please only non dorks answer
May 17, 2009 6:50 pm

Morningstar has some good software that can allow you to do stock/portfolio analysis, and it's not too expensive.  About $15/month.  I'm not sure if it will do what you want it to do, but it's a start.

 
What specifically are you looking for in software that will do "financial planning"?  Frankly, it's too vague a term.
May 17, 2009 7:22 pm
deekay:

Morningstar has some good software that can allow you to do stock/portfolio analysis, and it's not too expensive.  About $15/month.  I'm not sure if it will do what you want it to do, but it's a start.

 
What specifically are you looking for in software that will do "financial planning"?  Frankly, it's too vague a term.
 
 
 
He would like you to research the various meanings of the term and get back to him.
May 17, 2009 7:25 pm

I am going to start researching forums that are friendlier to lazy douchebags.  I will let you know BiLo.

May 17, 2009 8:59 pm

Deekay, I didn't realize Morningstar was that cheap.  I've read where it's 150-300 per month.  I really like Morningstar.  I'll stick with that if I can get it for 15.  As far as financial planning.  I want a package that offers retirment planning, asset allocation, monte carlo, estate planning, cash flow and tax planning.

May 18, 2009 5:13 pm
BiLo:

No, Google's not that great plus you don't get first hand knowledge from users.  Good try Morphuck.

 
Please only non dorks answer

Nice work, Bi.  Now you've become so lazy you can't even be bothered to read the name of the person you are responding to. 
 
Or is the only way you can cope is to convince yourself that each and every person who calls you out is actually mean old Morphius in disguise? 
 
 
May 18, 2009 5:47 pm

You post alot under this name Morphius.  Where do you find the time?

May 18, 2009 6:16 pm
Sam Houston:

You post alot under this name Morphius.  Where do you find the time?


Sometimes I amaze even myself.  But don't try this at home: I am a professional! 

May 19, 2009 3:10 pm
Morphius:
BiLo:

No, Google's not that great plus you don't get first hand knowledge from users. Good try Morphuck.



Please only non dorks answer
Nice work, Bi. Now you've become so lazy you can't even be bothered to read the name of the person you are responding to.



Or is the only way you can cope is to convince yourself that each and every person who calls you out is actually mean old Morphius in disguise?







I feel a little ripped off that he didn't come after me. He must really have a thing for you Morphius.

May 21, 2009 1:05 am

Morningstar Advisor Workstation will do almost all of the things you're looking for.  Should be $200/mo or less; depending on if you get an affinity discount from a b/d or similar.  That should not be a hurdle to use it unless you're broke.

May 29, 2009 12:17 am

I'VE BEEN USING MORNINGSTAR FOR 10 YEARS AND REALLY LIKE IT EXCEPT IT'S A LITTLE SLOW.  I WOULD MIND HAVING A PARAMETER  TO SEE PERCENT BELOW THE HIGH OR ABOVE THE LOW.

May 29, 2009 2:09 am

Told you he'd be back.

May 29, 2009 7:00 am
Moraen:

Told you he'd be back.





I hate it when you're always right ...

May 29, 2009 7:27 am

Ha-ha, why, I don't know I rarely get intelligent answers here especially when Morphius chimes in, it generally gets in the gutter.  Morphius thinks it's better to do research on google then ask brokers who have first hand knowledge.  Please if you don't know of any good research tools than keep your pie hole shut or in the case of Morphius it's something else.

May 29, 2009 8:01 am

Well now, THAT certainly put me in my place, didn't it?! And with such wit!!     

May 29, 2009 8:18 am
BiLo:

Ha-ha, why, I don't know I rarely get intelligent answers here especially when Morphius chimes in, it generally gets in the gutter.  Morphius thinks it's better to do research on google then ask brokers who have first hand knowledge.  Please if you don't know of any good research tools than keep your pie hole shut or in the case of Morphius it's something else.

 
Maybe noone knows about the software because it's stupid, gay, and prospects/clients don't give a sh*t.
May 29, 2009 10:58 am

HAAIC:

I use  just Morningstar Advisor Workstation to close a $800,000.00 account. Your clients might not care but mine do.
I know that most people buy on emotions, not logic or facts, but does that mean that we should not provide the information that they need to make good decisions?