Jump to content

Portfolio/Hedge Fund management


hyten1

Recommended Posts

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?

Link to comment
Share on other sites

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

Link to comment
Share on other sites

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.

 

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...