Sophisticated portfolio management software for multiple strategies

[keym]

Thanks @Butterfly, but I am sure there are software packages or sites which do this. It's too common a problem for there not to be a solution.

Thanks @morepower. I looked at FeatherFinance, but it seems a little too basic.

I just started looking at portfolio123 as @ZBZB had suggested earlier. Unfortunately they are very limited as to which brokers they work with. Only two brokers: IB and Tradier. I also would need TDAmeritrade.

 

[Butterfly]

Thanks @Butterfly, but I am sure there are software packages or sites which do this. It's too common a problem for there not to be a solution.

there aren't, believe me, I look over 10 years for something like this and never found it

software packages to do this exist, and they cost $10K+

bi-sam was one of them, got bought out by S&P, and horizon software, I quote from memory

also HiPortfolio from DST Global, but they sold the business to SC&C BlackDiamond

these are complex software, and they are expensive

 

[SalehTrade]

Hi,

I had been a frequent trader/investor more than a decade ago and am just now sort of getting back into things for my own personal retirement.

I will be trading/investing in several independent strategies selected to be relatively uncorrelated with each other.

I am looking for a decent software package which will help me track each strategy separately for performance, as well as track a master portfolio which is comprised of the component strategies.

For example,

1) trend equity
2) market neutral long/short
3) long volatility option strategies
4) basic buy and hold of diverse asset classes
5) selected leveraged futures trades
etc.

All trading will be long term (monthly), no day or swing trading.

I'd like to be able to get graphs and reports with performance metrics for each strategy separately, as well as be able to overlay all the strategies onto a single graph.

I'd like Annualized return, Annualized volatility, Max DrawDown, %positive months, sharpe ratio, Ulcer ratio, annual turnover, underwater graphs, etc. for each strategy. I'd like to be able to compute correlation to various benchmarks I specify. I'd like to track expenses involved in trading (eg. commissions).

If I can use the software to automate the above, even better. I was also an experienced programmer so am not shy in that regard if necessary, but would rather buy something turnkey, ready to use. I will also be using multiple brokers, so if automation is possible, it would need to replicate the order for each broker. (don't want my retirement nest egg sitting all with a single broker).

Has anyone heard of some decent software package which might do this, or at least part of this, that is current and still being developed (don't want something which is dying out) and reliable?

Does such software even exist anymore, or does everyone now develop their own software for this?

Obviously I am quite willing to pay a reasonable price - I'm not looking for free software.

I am not an advisor nor a hedge fund. Just a private Joe doing this for myself who knows a bit about trading/investing and would like some fairly comprehensive software package to help me track, monitor and report on it all.

Thanks very much in advance for any help you might offer!

I recommend using Trading Journal

Check out these sites those are the best


https://tradersync.com/

https://www.portfoliovisualizer.com/

https://www.tradervue.com/

I hope this is helpful

 

[man_cat_]

I would recommend using www.chartlog.com they are the newest online journal and a very modern solution. They have the exact strategy tracking that you are looking for as well as breakdowns in trading performance by strategy.