1. Home
  2. Financial Planning
  3. Keeping track of it all

Keeping track of it all

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.

Reply to
Shhhh
Loading thread data ...

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.

Reply to
Mark Bole

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.