6

I'm looking for software to track my various investments. I have brokerage accounts at TDAmeritrade, Interactive Brokers and ShareBuilder (now part of ING). I also have a 401K at ING. What I'd like is a low cost way of:

  1. Importing transactions from all accounts (I don't want to type my transactions in)
  2. Doing basic analysis
    • Risk analysis
    • Portfolio optimization
    • Tax analysis
    • Sharpe ratio
  3. Suggestions of what to buy to mitigate risk would be nice as well.

Thanks

Ganesh Sittampalam
  • 30,396
  • 8
  • 95
  • 119
John
  • 169
  • 3

2 Answers2

1

There is a free service that can import your portfolio from other brokerages and do basic analysis. Head over to Wikinvest

MoneyCone
  • 3,941
  • 19
  • 16
0

What seems to be an off-shoot of Wikinvest, Sig Fig, does a better job of dealing with the Portfolio Optimization and Sharpe Ratio parts of the question.

Peter K.
  • 3,983
  • 2
  • 27
  • 36