Software to manage multiple accounts

Andiroo

Andiroo

Hi All

I am currently trading from two brokerage accounts (Interactive Brokers and ETrade). I am struggling to keep on updating my Excel based portfolio management system for monitoring P&L and overall performance.

I have looked at TradeLog software package but can anyone tell me what systems they recommend / use for recording / managing their trading accounts and reviewing performance etc.

Thanks

Andy
 
I think that TradeMax meets all your needs.

The key features of TradeMax:
Ć Track your trade
Ć Record various corporate events such as stock split, merge, spinoff, reinvested capital
Ć Auto-detect assigned, exercised and expired option, defer cost to corresponding shares
Ć Auto-identify 21-character new OIS option symbol
Ć Auto-convert the foreign transaction (Non-USD) into USD figures
Ć Download price history of securities for your comparing.
Ć Monitor your capital gain easily
Ć Setup and Combine different accounts to monitor your capital gains
Ć Filter items you don't want in Black list
Ć Run various reports (Up to 13) to monitor your capital gains and losses.
Ć Calculate various complicated Wash Sale scenarios accurately.
Ć Prepare schedule D
Ć Support importing trade data from most common-used brokers directly or the downloaded data in various formats.
Ć Use strict FIFO trade matching as a default method
Ć Force-Match specific trade transactions
Ć Assign short trade, convert short / long position
Ć Support unlimited transaction records.
 
Hi

Thanks for rrecent posts.

Trademax does indeed look good and i will investigate further. Captools website is awful and the software clunky. Does not look like it is web based which these days is a total must.

Thanks for the info on both however,

Andy
 
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