Portfolio software - Aussie Stock Forums

Results 1 to 2 of 2
  1. #1

    Default Portfolio software


    I am soon to inherit my aged father's Blue Chip portfolio of about 40 companies. It has been formed over 30 years, and contains mostly shares and some LICs and unit trusts. My father is extremely ordered, and thus he has made summaries of everything, and at a glance, one can see the cost basis of all shareholdings, and details of all trades. The whole portfolio is on paper, however. I should like to input the portfolio into an appropriate software program. I am not intending to be a daily trader, so to speak, as we are still earning from our family business, but it is envisaged that trades will still take place.

    Q1. Can the learned members suggest an appropriate program, to undertake this task, which will be onerous to say the least.

    Q2. I understand that the ATO requires that the cost basis of every trade be known, so that in the event of share sales, profits can be properly ascertained. Does this mean that we will have to input every trade ever done in the portfolio over the 25 years, in order to have the information to hand, or is there a simpler way around this?

    Thank you if you can advise on my two questions.

    Last edited by Verve; 3rd-March-2010 at 11:14 AM. Reason: typo error
    The worm thinks it strange and foolish that man does not eat his books - Rabindranath Tagore

  2. #2
    Administrator Joe Blow's Avatar
    Join Date
    May 2004
    Blog Entries

    Default Re: Portfolio software

    Hi Verve,

    Welcome to ASF!

    These threads will be of interest to you:


    Before starting a new thread, please be sure to use the site search function to see if a thread on that topic already exists. The best way to search for a particular topic is to search for specific keywords in the thread title. In this case it would be "portfolio software"

    For more handy tips on using the site search function please see this thread: http://www.aussiestockforums.com/for...ead.php?t=8380

Similar Threads

  1. Portfolio Management Software
    By nizar in forum Software and Data
    Replies: 41
    Last Post: 25th-June-2015, 05:40 PM
  2. Stator Portfolio Management Software - any good?
    By RichKid in forum Software and Data
    Replies: 76
    Last Post: 16th-May-2014, 12:03 PM
  3. Portfolio recording software
    By Buy low, sell high in forum Software and Data
    Replies: 24
    Last Post: 2nd-May-2009, 08:08 AM
  4. Portfolio tracking software - Excel?
    By mhubert in forum Software and Data
    Replies: 3
    Last Post: 1st-June-2007, 02:46 PM
  5. Stock Portfolio Software
    By GreatPig in forum Software and Data
    Replies: 27
    Last Post: 22nd-January-2006, 01:53 PM


Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
Aussie Stock Forums