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Portfolio Management Software

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Feb 22, 2012 12:47 am

I am a small independent RIA who has recently started with interactive brokers as custodian. Does any one know any software that is cheap and provide peformance reporting, fess and rebalancing? I do separately managed accounts. 


Feb 23, 2012 3:45 am

Morningstar office is one of the best (and respected).  It is relatively cheap at 6k per year.

Feb 25, 2014 6:41 am

Gee whiz skeeder, thanks! ONLY $6000 a year!

Jul 22, 2015 12:44 pm

Project portfolio management, refers to a software package that enables corporate and business users to organize a series of projects into a single portfolio that will provide reports based on the various project objectives, costs, resources, risks and other pertinent associations. It is really very important software for an organization. I think you should take help of IT experts; they can help you to get and configured this software. You may contact:
Thanks for asking. Keep sharing.

Nov 29, 2016 9:40 pm

An old thread... But if you just found this thread check out PortMan at