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Glen -
Given what you are looking for in portfolio management software, CAPTOOL
(http://www.captools.com/) might be a good choice for you.
-- Frank :-)
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Glen Wallace wrote:
> 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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