february, 10, 2004 archives

portfolio tracking

one of the things that td waterhouse does not have that schwab does is an online portfolio performance tool. so i’ve been looking at the mac os x software out there to do the same, and am really not impressed.

the features i miss most (and even schwab missed most of this) are performance tracking that factors commissions and other fees into the purchase price (and expected gain/loss during a sale), and showing the performance of a holding taking into account any dividends (reinvested or not).

i wonder what happened to the version of the stock tool for watson that did portfolio stuff.

the magic of hedonics

and you thought the accounting at enron was creative.

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