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Portfolio/Hedge Fund management


hyten1
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folks, i was wondering how or what do you guys use to manage your portfolio/hedge fund.

 

is it mostly manual process, using quicken, and or some prime broker handle everything for you and provide statistical/performance summary for you?

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With Quicken I download all my transactions from the brokers. (Fidelity, Schwab and TDAmeritrade)

 

Nothing manual unless there's a spin-off, name change or misc transaction.

 

From Quicken I can export about whatever I need into Excel.

 

Works for me

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Guest misterstockwell

I used to use Captools, which was quite good(but you paid for it!). Now the brokerages are required to figure out basis and report gains/losses on 1099's, so no need for any software.

 

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