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Share Portfolio Manager

Discussion in 'Shares' started by thomasc, 14th Feb, 2019.

  1. thomasc

    thomasc New Member

    Joined:
    29th Jan, 2019
    Posts:
    4
    Location:
    Vic
    Hello,

    I have been using a spreadsheet for a while now to track my trades but I am now mainly investing and finding tracking my dividends and trust distributions a pain. My friend who is an accountant has recommended https://www.stockportfolioorganizer.com or https://www.quicken.com does anyone have opinions on which of the two programs is better? It looks like stock portfolio organizer only does stocks and such and quicken can also manage general finances, which I don't really need.
     
    twisted strategies likes this.
  2. GeeCee

    GeeCee New Member

    Joined:
    14th Oct, 2019
    Posts:
    3
    Location:
    Melbourne
    I've been using Sharesight (*) for a year or so and have found it to be very helpful, particularly with automatic dividend tracking.

    (*) who I have no affiliation with
     
    twisted strategies likes this.
  3. twisted strategies

    twisted strategies Well-Known Member

    Joined:
    3rd Nov, 2013
    Posts:
    1,200
    Location:
    QLD
    i participate in most of the DRP schemes offered by the shares i hold ( some , like BHP do not have such a plan )

    however dividend reinvestment might not suit you

    but if ( say) 80% of my dividends go back into the stocks that paid dividends that might make your life simpler ( or be no help at all )

    ( i tend to grit my teeth and roll-up my sleeves , so always have a ball-park idea on my portfolio performance )