Many investors still want software installed on their local system. Generally, there are a few options.
Quicken – If you purchase the investment version of Quicken, the typical retail investor will largely find it meets most of his or her needs.
QuickBooks – Accountants or sophisticated investors who are comfortable with GAAP will like the flexibility of using a traditional accounting software program to manage their investment holdings. Personally, I use a mixture of spreadsheets and QuickBooks Pro to monitor my estate’s assets. These days, Intuit is working hard to push everyone to their online based platform, QuickBooks Online, which is available in multiple tiers and at multiple price points.
Fund Manager – There is a software program called Fund Manager. It’s the closest thing to professional investment tracking for retail investors. It can be very powerful, especially for those who invest in municipal bonds or corporate bonds, tracking things such as interest accrued, the next coupon date, and yield to maturity.