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Anyone recommend stock management software
Geoff James2
Posted: 13 May 2017 06:18:23(UTC)
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Hi

I have been using Microsoft Money for eons - it simply did everything that I needed. Anyway back in 2008 Microsoft withdrew all support but the software is freely available and it works fine on my Windows 10 PC.

I was happily paying to for Microsoft Money and do not mind paying again. But I have to accept that MS Money it is going to fail.

Does anyone know of a program or website that can meet these requirements?


  • Competitively priced
    Aimed at the private investor
    Multiple broker accounts - across several brokers
    Multiple currency
    Tracks book cost per holding
    Tracks cash balance per account
    Provides returns per holding (total return, CAR/IIR - allowing for dividends splits, trades, charges etc)
    Various customised reports to access realised/unrealised gains, net worth, total returns for a subset of accounts etc
    Ideally it will automatically price-to-market (delayed prices)


Many thanks
Geoff
Mickey
Posted: 13 May 2017 07:16:52(UTC)
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Shame MS Money on the PC ceased as it was excellent at what it did. I've never found a real alternative to it for the price. Apparently the new Quicken is very good but no longer released in the UK. I've read that if you get hold of Quicken then you need a US address to register it to but that is quite easy to do.

I tried Moneydance, Home Accountz and a few others but none were very good at portfolio tracking.

MS did release a 'sunset' version which you can download from http://www.microsoft.com/en-gb/download/details.aspx?id=20738

Other than self made Excel workbooks, Sharescope and Sharepad seems to get some good write ups and has been around for a long time. It is available at http://www.sharescope.co.uk/

Stockopedia is an online option that looks very good, slightly cheaper than Sharescope I think. http://www.stockopedia.com/

These two though may be too expensive for what you may need.

HTH,
Mickey
Geoff James2
Posted: 13 May 2017 08:40:35(UTC)
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Yes I agree MS money was/is fantastic still.

It is both surprising and disappointing that it was sunset - and also surprising that nobody has jumped in to fill the void.

Regards
G
1 user thanked Geoff James2 for this post.
Mickey on 13/05/2017(UTC)
Lawny
Posted: 13 May 2017 09:20:29(UTC)
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I too had Microsoft Money and agree it was excellent. I also tried several of the things that Mickey mentions but for me none of them were ever quite what I wanted.

In the end I accepted defeat and I just use the online options from Trustnet and MorningStar. They are pretty easy to set up and obviously you can access your account anywhere that you have web access but they really dont give you anything like the analytical capability that Money did.



1 user thanked Lawny for this post.
Mickey on 13/05/2017(UTC)
Stephen B.
Posted: 13 May 2017 10:21:06(UTC)
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I'm another one still using Money - the sunset edition is free and still works on Windows 10. The share price quotes stopped working a couple of years ago but there's a tool written by an ex-Money developer to do it:

https://gaiersoftware.com/Money

I've periodically looked for a replacement and not found anything. Of course I now have 20 years of data in Money format, so unless a new tool could import that it would be a big loss in itself. It seems rather baffling that there's no market for something like that, but if MS couldn't make it work then probably no-one can.
2 users thanked Stephen B. for this post.
Mickey on 13/05/2017(UTC), Lawny on 14/05/2017(UTC)
geoffrey Walton
Posted: 13 May 2017 10:34:12(UTC)
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How did you guys get M.Money to work on Windows 10? Did you have Explorer 6 already on your machines?
I had the free 10 upgrade, but Money would not work, so I reverted back to W7
Stephen B.
Posted: 13 May 2017 10:41:36(UTC)
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I'm not aware that I had to do anything special. I have a laptop which was bought with W10 pre-installed, not as an upgrade - it has explorer 11, as far as I remember it came with the OS but I may have installed it myself (I don't like or use Edge).
geoffrey Walton
Posted: 13 May 2017 10:53:49(UTC)
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Thanks Stephen B.

Since my post, I installed MM Sunset on my Tablet(W10) and it works.

Perphaps the "free" upgrade for PC's was not the finished product, or latest W10 with upgrades have fixed any problems. Loads of people had the same issues as me at the time.

Thanks for replying.
Mickey
Posted: 13 May 2017 11:42:06(UTC)
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Quote:
How did you guys get M.Money to work on Windows 10? Did you have Explorer 6 already on your machines?

Sometimes you need to go to the program and set it to run in another mode, I think it was x86 or something like that. It's a tick box option when you right click on the program option. I no longer use Money myself as we have a Mac running Banktivity which is not as good as Money but I supplement that with the Hargreaves Lansdown Portfolio tool. I do like the look of Sharepad and Stockopedia though can not really justify £20-£25 a month.
Geoff James2
Posted: 13 May 2017 13:52:34(UTC)
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geoffrey Walton;46680 wrote:
How did you guys get M.Money to work on Windows 10? Did you have Explorer 6 already on your machines?
I had the free 10 upgrade, but Money would not work, so I reverted back to W7



Yes I recall tweaking the compatibility settings - it worked without much of a tweak. At least Microsoft can do something right.

geoffrey Walton
Posted: 13 May 2017 16:19:19(UTC)
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Interesting comments. I had been using MM for years, and it would not open in W10 and as I was not prepared to give it up, I reverted to W7.
Perhaps if I had deleted it and re-installed and used my back-up date it would have worked? I am not clever enough to "tweak"

With my Tablet, I did not do any "tweaks" - just copied the app. from my PC download file onto a pen-drive and installed on the Tablet, and it ran like a dream.

I do use BankTree as a backup, but it is not as good as MM.

Regards.

Shetland
Posted: 16 July 2017 16:25:15(UTC)
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I am struggling to find a link to download MM, could someone post one please.
Geoff James2
Posted: 16 July 2017 16:32:09(UTC)
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A quick hunt around shows that it is downloadable from here

https://www.microsoft.co...laylang=en&id=20738

1 user thanked Geoff James2 for this post.
Shetland on 16/07/2017(UTC)
xxd09
Posted: 18 July 2017 12:00:55(UTC)
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Hi All
I am still running Quicken 2004-works well though does not update stock prices
I only have a 3 fund portfolio and running a dummy portfolio at Trustnet gives me uptodate prices as required.
I often wondered if the US version of Quicken would work here -ignore dollars for pounds etc
xxd09
Alan O
Posted: 22 July 2017 15:40:27(UTC)
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I am still using Quicken 2000. Works fine on W10 although I mainly use it on my laptop with W7.

To import stock prices (shares, ITs & ETFs), I use Netstock. http://www.splitcycle.com/Products/Netstock

Ticker must specify market e.g. BP is BP.L. I set the Quote Source as Yahoo (not Yahoo UK). This produces a CSV file called prices.txt when selecting Quicken Export which can then be imported into Quicken.

For Funds, I have created a CSV file in the format "ticker","price","date". The ticker can be anything but just needs to agree with the ticker in Quicken. I update the prices manually and then import the file into Quicken.
2 users thanked Alan O for this post.
john_r on 22/07/2017(UTC), Mike L on 23/07/2017(UTC)
john_r
Posted: 22 July 2017 21:07:57(UTC)
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Using the free Netstock program for downloading share prices (mentioned by Alan O) and then exporting into another free "Fcharts" program (offered by Spacejock Software) for graphical representation gives you a bare bones version of Sharescope for nothing. And the ongoing updating work involved is usually small.
I don't use Netstock but instead I use an old version of PSM Gold (from around the 2004 era - sadly no longer available to new users). This program downloads my 750 share "Watching" portfolio in about a minute. I expect Netscape will do the same.
Then I export my end of day download to FCharts (another minute) where all the individual history charts get updated and I can then review at leisure the day/month /year/decade information graphically. At the end of each month (perhaps more often if I'm doing well) I will download an "Active Shares" portfolio from PSM directly into an aging 123 speadsheet (another minute) where it updates my share values and displays the resulting totals of my different portfolios (cash balances of different brokers need to be added manually though).
Finally, when I'm in trading mode I can ask Fcharts to scan the ever increasing database to find me some recent high fliers or perhaps some companies in recent distress by way of an extensive built in formulae capability. Technology Works!
Caveats:
1) I use Yahoo.com as the free data source but beware the occasional glitch such as a random share price becoming a multiple of what it should be for a few days. Manual correction is needed, but for free downloads? - I'm not complaining.
2) For funds it can be more difficult to locate a ticker that Yahoo understands. eg for Fundsmith Equity 'T' the ticker is GB00B4Q5X527.L but it took some time to find it. Since I don't hold many open ended funds this isn't a big problem for me.
3) Learning what your complicated software can do and how to drive it, comes gradually - so don't expect to win your first race.
2 users thanked john_r for this post.
Alan O on 23/07/2017(UTC), Mike L on 23/07/2017(UTC)
Colb
Posted: 22 July 2017 22:07:44(UTC)
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Joined: 28/11/2014(UTC)
Posts: 1

Just use FT Portfolio, Morningstar or trustnet as suits. Enjoy the quality time that you will save :-)
JohnW
Posted: 23 July 2017 10:06:00(UTC)
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I'm still using Microsoft Money, version 12. When I converted to windows 10 I did nothing, it just continued working. Maybe you are using a different version? Of course the online downloading of share prices is gone, but my portfolio is only 12 IT's plus I also record the FTSE100, All Share and Dow, so it's no great hardship entering by hand.

John
Stephen B.
Posted: 23 July 2017 11:44:17(UTC)
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Just to repeat what I said above, you can update share prices in Money with the tool from Gaier software - $10 well spent IMO.
1 user thanked Stephen B. for this post.
john_r on 23/07/2017(UTC)
Alan Selwood
Posted: 23 July 2017 13:41:56(UTC)
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Trustnet is pretty good for UK shares, funds, ITs but not foreign shares, and you can download a full watch list with all prices already updated as a pdf, and probably as a csv file (I don't bother).

You can sort for performance over various periods ('Detailed analysis' at bottom middle of page)

[First create your watch list......!]
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