Q: A response to Mike's April 15 2014 question about monitoring several portfolios. I suggest that he look at Quicken Home and Business – the Canadian edition. The Canadian edition will only operate on the Windows platform.
Once accounts are set up, Quicken easily updates prices and provide several ways to evaluate portfolios.You can view any number of portfolios in any combination or altogether. By adapting Quickens “Investing Goal” feature you can also review portfolios by sector weightings.
Quicken can be quirky and if you are not going to enter transactions regularly it's probably not worth the cost or effort to learn it. I would give Quicken a B+ with a C+ for customer service. Other than using Quicken I have no relationship with the company.
Once accounts are set up, Quicken easily updates prices and provide several ways to evaluate portfolios.You can view any number of portfolios in any combination or altogether. By adapting Quickens “Investing Goal” feature you can also review portfolios by sector weightings.
Quicken can be quirky and if you are not going to enter transactions regularly it's probably not worth the cost or effort to learn it. I would give Quicken a B+ with a C+ for customer service. Other than using Quicken I have no relationship with the company.