I do have Sharebuilder and I a stock or two there. Problem is there are a few stocks that I have in certificate form.... they are not on anyone's portfolio list. Then there are a few others that are with a broker.
Bottom line, not all stocks are in one place, and if "they' don't have it, I can't add it for tracking purposes to their list.
When I had Quicken running years ago, I could see what the entire portfolio was doing, regardless of their form or location. That is what I am trying to recreate within the iPad now.
Thanks
---Paul in Southern NJ
--- In iPad@yahoogroups.com, Just Murray <krismurray@...> wrote:
>
> I trade with ShareBuilder and it has an app. Maybe your company has one too?? It's worth a shot
>
> ~KM
> \,,/ Banged Out on an iPhone4 \,,/
>
> On Jan 4, 2012, at 10:59 AM, "PAULS" <faatcpss@...> wrote:
>
> >
> > I know I have asked this before here, but the solutions weren't quite what I was looking for and that might be because I wasn't clear in what I was asking.
> >
> > I am looking for an app (free or paid) to manage a stock portfolio.
> >
> > Tasks include:
> >
> > * retain a list of stocks that I own including the number of shares.
> > * when I visit it, have it, at a minimum, update the stock values (from somewhere)
> > * when a dividend is paid, it should a. let me know and b. if reinvested, update the number of shares
> > * keep track of gains, losses, basis, etc
> > * provide a total value of the portfolio that will, again, update every day based on any changes.
> > * as a bonus, plots of each of the stock's performance would be great too!
> >
> > I used to use Quicken a while ago, and it did all of this. I got very used to it. I was looking for an app that could do this on the iPad. The apps that I have looked at can do some of these things but not all of them.
> >
> > If anyone knows of an app that can doo all of this I would greatly apprecaite knowing about it.
> >
> > Many thanks.....
> >
> > ---Paul in Southern NJ
> >
> >
>
