Do you love your investment software? Why?

I had been a user of StockMarketEye software for a couple years. It was pretty good, but running into problems. The owner shut it down last summer, and I’ve been adrift since then.

My portfolio has too many positions for a spreadsheet to work well, around 60 different stocks.

I’ve finally settled on Sharesight, a SaaS package, but the reporting is, let’s say, less than complete. I download several reports and do my own reporting on top of what Sharesight provides.

What are you doing to keep track of your portfolio and to help you make decisions about your investments? What do you like about the way you’re doing it? What do you wish were different?


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