Portfolio Management Software recommendations : Can the good people in the forum guide me on some of the reliable widely used Portfolio Management Software used by members.
I am a long term investor and good at fundamental analysis but trying to also use basic technical analysis for timing trades in preferred stocks. At my advanced age, I struggle with the multiple Technical analysis trend indicators and terms
I hold over 100 scrips (more than what is recommended but concentrated in around 30 stocks). Primarily Indian Equity with 4-5 mutual funds. No bonds, cryptos, commodities. My scrips are held in 5 demat accounts at 3 DP(gradually consolidating into 1 DP). I do not do day trading.
I am looking for Portfolio management software, to record my purchase and sales in portfolios (year wise basically). Ideally to auto upload trades from broker contract notes. But I can manually enter daily trades if needed. Current price feed is essential, and gain/loss calculation.
Wish list : ability to extract list of gainers and losers across my consolidated portfolio, on 20/50/100 days basis, with moving averages if possible.
Grateful if some widely used choices are advised to me. If there is a existing thread on this topic, please guide me with the link. Many thanks. …RamC
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