Keeping track of it all

Apr 14, 2008 1 Replies

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!!


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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.

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