View Full Version : Using Bento 2 or FileMaker Pro to Manage Share Portfolio

12th November 2008, 07:44 PM
As the thread title suggests, I am toying with the idea of using one of the above applications to manage my share portfolio (transactions, dividends, holding summaries etc). Up until now, I have been using Excel and/or Numbers but am finding it cumbersome not too mention leaving the spreadsheet quite large.

Can anyone with experience with the above apps give me an idea of which of the two apps would be the way yo go? Even better, has anyone attempted what I am hoping to achieve, and if so, what did you use?

I have looked at several applications (all in Windows unfortunately) and have found them to be overkill or severely lacking.

Thanks in advance

12th November 2008, 07:47 PM
Well Bento 1 wasn't great with shares. You could get the CSV in but really not do a lot with it. Haven't played with 2 yet but haven't seen anything to suggest they have improved that.

12th November 2008, 07:56 PM
Thanks for that, Oz. I might have to bite the bullet and learn FileMaker Pro.

The closest thing that i have found to what I am looking for is the Plain Language Share Manager for Windows. It's ok but has its faults.

12th November 2008, 08:01 PM
This one is great! I use it, and a lot of people I know use it too.

Solo Software House DIY share portfolio software (http://www.solosw.com)

It's windows only though

12th November 2008, 08:10 PM
Thanks Dean for the link. I wish someone made something similar for Mac. All these Windows based ones are doing my head in.

12th November 2008, 08:32 PM
I spent a lot of time on this issue at one time. Stox is worth a look as a dedicated Mac app. Refer Stock Portfolio Tracking Software & Charting Program, Stock Research & Analysis For Mac (http://www.joesoft.com/products/stox.php) As for me I still use the excellent "Fund Manager" by Beiley via Parallels. Refer Portfolio Management Software - Fund Manager (http://www.fundmanagersoftware.com/)

13th November 2008, 03:30 AM
I wish someone made something similar for Mac. All these Windows based ones are doing my head in.


Works with Mac, made in Oz with Filemaker Pro.