Keeping track of it all

Financial Planning - Financial planning in general. (Moderated) 

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Subject Author Date Keeping track of it all Shhhh 04-14-2008  Re: Keeping track of it all Mark Bole 04-14-2008
Posted by Shhhh on April 14, 2008, 5:02 am Hello all, I've been a trader for quite some time now. My question is what software or platform do you use to keep track of your trades, for P&L, % return, annualized returns, etc, etc. I used to use Microsoft Money and it did the job fairly well when I was simply trading stocks... however now that I trade a good deal of options and futures and forex, it is no longer a viable option. Does anyone have any suggestions? Personal experience or otherwise? If anyone simply uses their own personal excel setup i would be interested in hearing how that gets set up also! Any and all opinions greatly appreciated! Thank you all!! -------------------------------------- Misc.invest.financial-plan is a moderated newsgroup where Moderators strive to keep the conversations on-topic for financial planning. Other posting guidelines include a request for brevity and another for trimming posts to which we respond. For all of the other tips and suggestions, see "FROM THE MODERATORS: Posting to misc.invest.financial-plan", a weekly post now on the Newsgroup. Posted by Mark Bole on April 14, 2008, 9:15 pm Shhhh wrote: > Hello all, > > I've been a trader for quite some time now. My question is what > software or platform do you use to keep track of your trades, for P&L, > % return, annualized returns, etc, etc. This post -- and another from a short while ago, "Gainskeeper or other sales tracking programs" -- piqued my interest, plus I hate to see a post go reply-less.... So, although I am an infrequent trader, I have been impressed by BasisPro (from the Gainskeeper people) for income tax reporting purposes, it helps a lot in certain straight-forward cases. I have not used any such product as the OP refers to nor do I have near-term plans to do so, but if I was going to, Gainskeeper is the first product I would research, FWIW. -Mark Bole -------------------------------------- Misc.invest.financial-plan is a moderated newsgroup where Moderators strive to keep the conversations on-topic for financial planning. Other posting guidelines include a request for brevity and another for trimming posts to which we respond. For all of the other tips and suggestions, see "FROM THE MODERATORS: Posting to misc.invest.financial-plan", a weekly post now on the Newsgroup. Similar Threads Posted Would you track finances online? July 10, 2008, 12:14 pm How to track portfolio investments over time? October 23, 2006, 4:13 pm Any place to summarize ETF back track performance? December 7, 2006, 5:01 am Record-Keeping Question May 24, 2008, 7:18 am Re: Basic Record-Keeping Question December 6, 2006, 4:45 pm Web page for keeping up to date on portfolio? March 19, 2007, 11:38 am Keeping Keogh while opening indy 401(k) December 20, 2007, 7:01 am