I've been browsing the forum all afternoon and now am completely confused about the different choices. So I am posting with what I was using, as well as hopefully my wish list for software. If there are websites that will fill my needs - I'm open to that too.
For the last 4 years I've been using MS Money Deluxe. Quite good, lots of analysis tools built in. I was able to click on any of the share symbols in my portfolio to go straight to a customisable chart. The financial data was able in the same area. MS money also provided annualised returns, daily changes of the portfolio, profit/loss that included dividends & reinvestments, dividend yield. As of 30 June 2009 (2 weeks) all updates are ceasing as the software is defunct.
I am a long term investor, not many trades. I do want to research shares, looking at both fundamentals & technical data. I want to be able to enter all stock transactions - buy, sell, divs, re-investments.
I have looked at trials for: stator, topshare, hubb investor. They don't look like what I'm trying to find unless I'm missing something drastic. Portfolio manager won't run on 64bit systems