Share trading acount keeping software & brokers

[slayer]

I have nothing at the moment except a pile of contract notes sitting in my drawer and Outlook folders.

 

Can anyone recommend the software they use for keeping track of trades etc - I want to hand something to my accountant that makes sense at the end of the year! (Yes I will ask him what he would prefer too).

 

Also - what systems do people use for live feeds etc - I only have an online trading account with NAB but they don't provide live feeds etc

 

Finally - does anyone really have a full service broker they would recommend? I am pretty much purely biotech & mining spec's and would like access to the funding entry levels in many stocks and happy to pay - I just don't know anyone.

 

Thanks in advance.

[slayer]

In reply to: slayer on Tuesday 23/11/04 03:52pm

Ummmmmm - even just names of programs or websites where I could find them would be good - I know of Quicken but that is about it.

[moosey]

In reply to: slayer on Tuesday 23/11/04 04:33pm

Slayer, MAUS stockmarket plus is fairly good, I got my copy with an extension of my subscription to Shares magazine for free, it's supposedly worth $199, you can enter all buys and sells and keep a running account book which shows all trades, when, what,brokerage, splits, etc

Cheers Moosey

[dory]

In reply to: slayer on Tuesday 23/11/04 02:52pm

hi slayer have a look at www.topshare.com.au let me know what you think as iam in the

same boat re- records my house keeping is not the best

cheers

[Bloodwynch]

I'm using Microsoft Money 2005 which costs about 70 bucks. You type in a stock code and it will retrieve the company info and end of day stock price. Probably the best portfolio manager I've come across.

[trinity]

QUOTE (slayer @ Tuesday 23/11/04 03:33pm)

I think NAB has a portfolio management feature available for Gold and Silver traders. This may help with your 'housekeeping'

 

live feeds??? pardon my ignorance, but please explain. ta

[slayer]

In reply to: trinity on Tuesday 23/11/04 05:52pm

Thanks all - will let you know how I go.

 

Live feeds - my NAB system I have to press the update button for fresh prices but a live feed the prices change as they change in SEATS.

[BSA]

In reply to: slayer on Tuesday 23/11/04 08:44pm

Hi Slayer,

 

For dynamic data using the Web Iress trading platform,....

 

http://www.aotonline.com.au/index.asp

 

https://www.etradeaustralia.com.au/application/index.htm

 

 

http://www.morrisonsecurities.com.au

 

A simple Excel spreadsheet is all that is required to record your trades.

 

Cheers

 

[drrc]

www.investorweb.com.au

 

for free portfolio stuff- handy if you're moving around- does the basics well

 

cheers

[slayer]

In reply to: dory on Tuesday 23/11/04 05:14pm

OK - so far I am very slow on this front - only tried the topshare one - looks really good and I was exited but hit a snag on my first trade! I bought the same amount of a stock at the same price on the same day and it doesn't let you do that! Easy fix was to put double in but the other snag is that you can't sell the stock on the same day - not that I've ever done this but I would like the system to be able to do it just in case. The owner of the system said there will be a new release next year which will fix this but I must admit I didn't go any futher with it.

 

Still progressing (slowly)