Sophisticated portfolio management software for multiple strategies

Discussion in 'Trading Software' started by keym, Oct 17, 2021.

  1. keym

    keym

    Thanks @Butterfly, but I am sure there are software packages or sites which do this. It's too common a problem for there not to be a solution.

    Thanks @morepower. I looked at FeatherFinance, but it seems a little too basic.

    I just started looking at portfolio123 as @ZBZB had suggested earlier. Unfortunately they are very limited as to which brokers they work with. Only two brokers: IB and Tradier. I also would need TDAmeritrade.
     
    Last edited: Oct 18, 2021
    #11     Oct 18, 2021
  2. Butterfly

    Butterfly

    there aren't, believe me, I look over 10 years for something like this and never found it :)

    software packages to do this exist, and they cost $10K+

    bi-sam was one of them, got bought out by S&P, and horizon software, I quote from memory

    also HiPortfolio from DST Global, but they sold the business to SC&C BlackDiamond

    these are complex software, and they are expensive
     
    #12     Oct 18, 2021

  3. I recommend using Trading Journal

    Check out these sites those are the best


    https://tradersync.com/

    https://www.portfoliovisualizer.com/

    https://www.tradervue.com/

    I hope this is helpful
     
    #13     Nov 24, 2021
  4. man_cat_

    man_cat_

    I would recommend using www.chartlog.com they are the newest online journal and a very modern solution. They have the exact strategy tracking that you are looking for as well as breakdowns in trading performance by strategy.
     
    #14     Nov 30, 2021