written by reader Portfolio Management Software?

By luvs2fish, January 31, 2021

I’m a new subscriber (within the last couple months). I have been managing my portfolio in an Excel file and need to move on. A few of the features I’d like to have by order of importance:
Updates automatically, pulling data from my various investment accounts, bank accounts, etc. I’m interested in any security thoughts you may have with this approach also.
Available to multiple devices so it probably has to be cloud based. (Security concerns again)
Ability to keep notes for various positions discussed in these forums.
Ability to export to Excel.
Ability to add various tags to positions I’m watching or hold.
Alerts for positions hitting a desired price point.
Reminders for options or anything I don’t want to let slip through the cracks.
A lot of good analytical capability, tracking performance, etc.
Thanks in advance for all recommendations.

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February 1, 2021 9:22 am

Hey Luvs2fish, I’m struggling with the same thing. I’ve seen a few options from Excel to TraderSync but I can’t decide yet. Would love to know where you land.

For now I’m tracking through Schwab and Google Finance but I’m sure there’s a simpler, more dynamic option that I’m missing.

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