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Portfolio Manager

Discussion in Psychology and Money Management

Updated by Nolaughingmatter
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Portfolio Manager

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  #1 (permalink)
Melbourne, Australia
Posts: 20 since Jun 2010
Thanks: 0 given, 5 received

I have been using a spreadsheet to track my trades for a number of years but I have been more of an investor lately accumulating a portfolio of dividend generating stocks and would like something more suitable. Has anyone tried https://www.stockportfolioorganizer.com/ and can share there thoughts it looks like what I need? Alternatively does anyone have an awesome spreadsheet that has a way or tracking dividends and trust distributions?

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  #3 (permalink)
Braunschweig Germany
Posts: 12 since Dec 2019

It's a good resource and it can really help you do and control all the calculations.
But as far as I know, many traders do it manually. A lot depends on what kind of data you are interested in.

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  #4 (permalink)
Chicago, Illinois
Experience: Intermediate
Platform: ThinkOrSwim
Broker: Tradingview
Trading: Stock, Penny Stock & occasionally Options
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Posts: 505 since May 2011
Thanks: 481 given, 282 received

Late for OP but I stumbled across suredividend.com. You have to give them your email but the free wilshare 5000 spreadsheet might have some info you find useful.

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  #5 (permalink)
San Francisco
Experience: Beginner
Platform: Thinkorswim
Trading: CL, NQ
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Posts: 40 since Jun 2020
Thanks: 55 given, 60 received

https://www.morningstar.com/portfolio-manager is quite good. I've been using it for the past couple years to test portfolios of various ETFs with dividends. I use the free version. If you have a paid subscription, which I think is a bit expensive, then you get even more features for researching various equities.

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