RE: [amibroker] Re: Portfolio Manager ..., AmiBroker Email List Archive

Hi,

Same issue, looking for a portfolio manager to complement AB. PB the software below seems great but does not seem to integrate with Interactive Brokers.

Thanks

From: amibroker@xxxxxxxxxxxxxxx [mailto:amibroker@xxxxxxxxxxxxxxx] On Behalf Of Ton Sieverding
Sent: 08/04/2009 4:26 AM
To: amibroker@xxxxxxxxxxxxxxx
Subject: Re: [amibroker] Re: Portfolio Manager ...

Yes I have seen that in the mean time, Mark. Most important for me is that I can import transactions coming from a generic file. Charting is only important for portfolio part. Not for the symbols. As Amibroker still is the TA platform for me. What's your opinion about the Advanced Statistics part ? Is it worth the difference in price between personal and professional ?

Regards, Ton.

----- Original Message -----

From: MarkK

To: amibroker@xxxxxxxxxxxxxxx

Sent: Tuesday, August 04, 2009 2:05 AM

Subject: RE: [amibroker] Re: Portfolio Manager ...

Ton,

You can import your portfolio and prices from your broker too into Fund Manager if you like

It also has charting too, the charting is not as in depth as AB though

MarkK

From: amibroker@xxxxxxxxxxxxxxx [mailto:amibroker@xxxxxxxxxxxxxxx] On Behalf Of Ton Sieverding
Sent: Monday, August 03, 2009 3:30 PM
To: amibroker@xxxxxxxxxxxxxxx
Cc: info@xxxxxxxxxxxx; leo van den Akker; Ruud Vos; Clemens de Leeuw; Franz Maurer
Subject: Re: [amibroker] Re: Portfolio Manager ...

Thanks Mark. Multi currency capability. Sounds good. I prefer to have prices synchronized. But after what I have found that's not a big deal. Exporting prices from Broker and importing them in Fund Manager. Yes I will try Fund Manager and let you know the result ...

Regards, Ton.

----- Original Message -----

From: MarkK

To: amibroker@xxxxxxxxxxxxxxx

Sent: Monday, August 03, 2009 6:39 PM

Subject: RE: [amibroker] Re: Portfolio Manager ...

You have the capability from what I can see for multi currency

I do not import or export from AB to Fund Manager

Fund Manager ( professional) uses Google real time and historical data

I have it set up to pull prices every 5 min

Also will send me alerts to my e-mail when a price is triggered

They have a very nice free trial and from what I remember there are no restrictions during the trial

MarkK

From: amibroker@xxxxxxxxxxxxxxx [mailto:amibroker@xxxxxxxxxxxxxxx] On Behalf Of Ton Sieverding
Sent: Monday, August 03, 2009 12:27 PM
To: amibroker@xxxxxxxxxxxxxxx
Subject: Re: [amibroker] Re: Portfolio Manager ...

Thanks a lot Mark. Yes 'Portfolio Manager' for me is the dark site of Amibroker. And yes lot's of reactions do underline this thesis. Frankly I never found a good solution that could be fully integrated in Amibroker. Before starting with the next trail, please let me know if underneath text from Fund Manager is correct :

Importing prices refers to the process of importing prices from a file into Fund Manager investments. There are many sources of files that Fund Manager can import from, and they are listed below. Generally, importing is a two step process, obtaining the file of prices from the source, and then performing the price update (import). Below are links to detailed instructions on how to accomplish each step for all supported sources.

So is exporting/importing the Amibroker database to Fund Manager doable ? Also, does Fund Manager give you multi currency support ?

Regards, Ton.

----- Original Message -----

From: MarkK

To: amibroker@xxxxxxxxxxxxxxx

Sent: Monday, August 03, 2009 6:04 PM

Subject: RE: [amibroker] Re: Portfolio Manager ...

I had posted questions about the Portfolio manager and the limitations some months ago

Never saw a response

Though I did get numerous responses offline from members

All were disappointed with AB’s portfolio manager and thought it was useless-

I then tried numerous other portfolio manager software

And personally went with this one

http://www.fundmanagersoftware.com/index.html

There were others that were more expensive and others that were less expensive

To me this was what I needed

MarkK

From: amibroker@xxxxxxxxxxxxxxx [mailto:amibroker@xxxxxxxxxxxxxxx] On Behalf Of bobko947
Sent: Saturday, July 11, 2009 10:56 AM
To: amibroker@xxxxxxxxxxxxxxx
Subject: [amibroker] Re: Portfolio Manager ...

--- In amibroker@xxxxxxxxxxxxxxx, "amsiev" <ton.sieverding@xxx> wrote:
>
> As we all know, "Account Manager" is Amibroker's weak point. For me it's not usable and ... Question. Any suggestions for a good Portfolio Manager ?
>
> Regards, Ton.
>

Ton, you may try:

1) http://www.fundmanagersoftware.com, very good, reasonably priced, free to use 60 times before trial period expires, very easy to use.

2) http://www.stator-afm.com - reasonably priced, 30 days trial period.

Good luck,

Bob.

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