Thursday, March 18, 2010 Categorized under Software

Best Free Portfolio Management Software For Canada

TMXmoney.com

Rating: ★★★★☆

You can create up to 5 portfolios, containing up to 30 stock and/or mutual fund entries each. Each portfolio name may contain a maximum of 40 characters.You can add commission,and position.It allows you to track your portfolio with charts,news,companies financial position,price history and more.Its charting feature is really good along with the financial history of the company which allows investor to evaluate the stock.You get the fund allocation
chart along with news ,financial calculators,alerts for email and cellphone both.
Keypoints
  1. Better and faster quote update
  2. Mobile Alerts
  3. Financials Information and calculators
  4. Charts
  5. Add both stocks and Mutual Funds
Globe Portfolio
Rating: ★★★★☆
http://portfoliodb.theglobeandmail.com/

It is a free service that will track the performance of your Canadian mutual funds, stocks and other investments. You set up your portfolio by recording the number of units you own of each investment. Globe Portfolio can tell you every day precisely how your investment has performed for the period you have invested. You can also request charts showing the market value of your investments over time.


They have two versions of it

Basic  consists :

  1. Monitor your stocks, funds and other investments in one easy-to-follow place
  2. Get stock and mutual fund charting
  3. View company news

Deluxe

  1. Monitor your stocks, funds and other investments in one easy-to-follow place
  2. Get stock and mutual fund charting
  3. View company news
  4. The most feature-rich portfolio manager available
  5. Real-time quotes and breaking news
  6. Instant alerts every time there is market activity pertaining to your investments
  7. Exclusive advice and in-depth data

You can create upto 10 separate portfolios per username.Functions like dividends and splits and mutual fund distributions are automatically recorded so you don’t have to do it manually.If you are entering a mutual fund, you must enter a fund code.
It works for U.S stocks also so If you are entering a stock, enter the stock symbol and exchange code (for example, BCE-T). Valid exchange codes are: T-Toronto, N-New York, M-Montreal, A-American, X-Canadian Venture, Q-Nasdaq, Q2-Nasdaq-OTCBB.
There is lookup search available under the Symbol.You can also add the expenses and commission charges.

Along with it comes the added features

Alerts : We love it,you get the email alerts whenever the price triggers.
* Stock Alerts
* Portfolio Alerts
* News Alerts
* Fund Alerts

Charts : can create charts for both funds and stocks and also you can perform
these functions with it

  • Select a Fund from your Portfolio
  • Select a time frame
  • Compare with an index
  • Compare with a Fund in your Portfolio
  • Display moving averages
  • Check company profile and fund profile

Reports and charts

StockHouse

Rating: ★★★★☆

http://www.stockhouse.com/


It has also same features as the globe portfolio.You can add mutual funds,stocks,lookup stocks
add commission.It shows real time change rate alogn with gain/loss and Exch rate Ca to US.
You get the news alerts ,stock and fund alert along with end of day summary.
Charts and data for analysis is a bit good in view as compared to globe Portfolio.You can view
the charts according to various weights. Equity Weights,Sector Weights,Market Cap,Geographic Weights

You can add Brokers
You can set refresh time period of page for data update.
You can create custom view for your investment holdings like
%Change ,Ask,Bid ,Day Hi,Day Low,EPS,Open ,PE Ratio,Sentiment
StockScore,Signal,StockScore,Yield,Yield Per Share,Sharesout and more..

MSN Money Portfolio Manager

Rating: ★★★★☆
http://ca.moneycentral.msn.com/investor/portfolio-manager/portfolio.aspx?
The Portfolio Manager includes:

* New dynamic look and feel
* Faster performance!
* Integrated interactive charts
* News & transactions at a glance
* Support for all common browsers: Internet Explorer, Firefox, Safari (for Mac only)
You need to install the silverlight first to use it.

It shows charts ,quotes,transactions,news,gain etc.


You can customize the view of the portfolio desk according to your need like standard which is the default view,then performance,valuation,quotes,fundamentals,holding,analysis and custom which is your hand made customized theme.In which you can choose various tools to analyse the portfolio status like ratios,gains,ROI,YTD etc.

Google Finance Portfolio
Rating: ★★★★½

http://www.google.ca/finance

Don’t forget the google portfolio tool.It supports almost all of the exchanges of the world.
Though data might delay a bit but have decent charting tools along with fundamentals and market news
from all over the net.

You can import transactions,download spreadsheet,view market trends
and compare them.There is stock screener also inbuilt for the user.
You can track Mutual funds,stocks with ease in it.And that too free.
* Top financial news from Canadian sources
* Search with a preference for Canadian companies
* Front-page high level economic data from the Bank of Canada
* Portfolios in Canadian currency (or the currency of your choice)
* Equity data from the Toronto Stock Exchange, TSX Venture Exchange, and Canadian mutual funds


Yahoo Finance Canada
Rating: ★★★★☆

http://ca.finance.yahoo.com/

can track mutual funds,stocks,Etfs,Indices and futures.Clean and fast,
You get the charts better go for intereactive ones,for better analysis
You can download spreadsheet.Quotes delayed 15 minutes for Nasdaq, TSX and TSX Venture, 20 minutes for NYSE and AMEX.
They don’t offer real-time ECN data due to pricing changes by the exchanges.
You can move on to performance charts for more analysis.
With following options (can select upto 16 at a time)
Basics :
Symbol
Name
Last Trade (With Time)
Last Trade (Price Only)
Change & Percent
Change
Volume
Average Daily Volume
More Info
Trade Links

Details:
Bid
Bid Size
Ask
Ask Size
Last Trade Size
Ticker Trend
Float Shares
Previous Close
Open
Day’s Range
52-week Range
Change From 52-wk Low
Pct. Chg. From 52-wk Low
Change From 52-wk High
Pct. Chg. From 52-wk High
Short Ratio

Pre/After Market:
Last Trade with Time (Pre/After Market)
· After Hours Change & Percent
· Pre Market Change & Percent

Fundamentals :
Earnings/Share
P/E Ratio
Dividend Pay Date
Ex-Dividend Date
Dividend/Share
Dividend Yield
Market Capitalization
Book Value
Price/Book
Price/Sales
EBITDA

Moving Averages:
50-day Moving Average
Change From 50-day Moving Average
Pct Chg. From 50-day Moving Average
200-day Moving Average
Change From 200-day Moving Average
Pct Chg. From 200-day Moving Average

Estimates:
1-Yr Target Price
EPS Est. Current Year
EPS Next Year
EPS Next Quarter
Price/EPS Current Year
Price/EPS Next Year
PEG Ratio

Portfolios :
Shares Owned
Price Paid
Commission
Holdings Value
Day’s Value Change
Holdings Gain & Percent
Holdings Gain
Trade Date
Annualized Gain
High Limit
Low Limit
Notes

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2 Responses to “Best Free Portfolio Management Software For Canada”

  1. Daryn says:

    Very useful! Thanks for the info.

    Im going to try:

    http://portfoliodb.theglobeandmail.com/

  2. Robert M says:

    What are you doing? Investing is not like changing your underwear.

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