AccentricInv Posted July 5, 2016 Share Posted July 5, 2016 For those of you that manage small funds, just curious if you have any suggestions for good 3rd party Performance Software? I currently manage SMA's via IBKR, and have historically just used IB's reporting software. However, I may be forced to switch soon and lose all my historical performance data (long story), and was just wondering if anyone has found some good / cheap alternatives. Are there are programs that sync especially well with IB's data? Additionally, I'm assuming since these are SMA's instead of just one fund, compiling the aggregate performance may be more of headache? Thanks in advance! Link to comment Share on other sites More sharing options...
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