* PC-based portfolio management software: PC-based
portfolio management is generally performed with software programs downloaded from the
Internet. These programs usually have more choices and functions than Web-based portfolio
management programs. Additionally, personal finance
programs, such as, MS Money
http://www.microsoft.com/Money/default.mspx and Quicken
http://www.quicken.com include the
ability to import your brokerage transactions. Note: With MS Money Plus
you'll receive a GainsKeeper® Service Offer.
This covers a free one year subscription to GainsKeeper Suite
including 125 trades. For any trades in excess of the 125 trade limit,
users may purchase additional trade buckets. Service activation
required. The offer is available to new
GainsKeeper customers only.
* Portfolio management with your online
broker: Portfolio management with your online trader is automatic.
Your online broker knows what you traded, so the brokerage can
automatically update your portfolio. The advantage of using your
broker's portfolio management system is that you don't have to manually add transactions,
and your portfolio always reflects the current value of your investments.
*Online portfolio
management: The Internet provides numerous online portfolios. A few
of my favorites are: