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My good old MS-DOS portfolio accounting software must be retired this year
because of Year 2000 non-compliance. Can anyone recommend a good package
to track investment gains and losses?
Tax reporting is the primary concern, however the application should be able
to handle multiple brokerage accounts, foreign currency translation, short
selling, and all types of securities (stocks, options, futures,
T-bills/bonds). Because of the quirks in the tax systems, a Canadian
application would be preferable, though not necessary. Basic packages like
Quicken and Microsoft Money would not be suitable.
I would be happy to investigate suggestions and compile a list of
applications and their features, if people wish.
Thanks.
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