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STK
12th January 2010, 10:22 PM
Hey All,

I was wondering, does anybody know / recommend any good share portfolio apps for mac?

I was looking at Australian share portfolio management software for personal and professional use (http://www.topshare.com.au/) , but it's for windows.

Thanks :)

Vojtin
13th January 2010, 12:18 AM
I use this Introducing Investoscope (http://investoscope.com/) but I do not trade OZ shares.

evmorg
13th January 2010, 12:14 PM
Are you looking at share trading or just tracking the value of your portfolio? There's not a lot of Mac friendly share/portfolio software out there and most of it is geared to the US markets.

However, I was just having a look at some portfolio management apps for the iPhone and there seems to be a much better selection there. Haven't bitten the bullet and purchased any yet but if you have an iPhone there may be something there that suits.

STK
13th January 2010, 06:34 PM
I just want to track portfolios with not many Australian share purchases.

Something to track GST and CGT I was considering something in excel or numbers or filemaker.

I've looked at sharetrader which apparently is built in filemaker ported from windows but it is a little clumsy.

brawlster
13th January 2010, 09:03 PM
Are you looking at share trading or just tracking the value of your portfolio? There's not a lot of Mac friendly share/portfolio software out there and most of it is geared to the US markets.

However, I was just having a look at some portfolio management apps for the iPhone and there seems to be a much better selection there. Haven't bitten the bullet and purchased any yet but if you have an iPhone there may be something there that suits.


On the iPhone I've been using stockwatch. It's really really great actually. It works great for aussie stocks and has great built in charting too if thats your thing. Money on the mac can sort of do shares but it's not very good as far as tracking things. It gives you only the very basic info.

jb

sideshow
13th January 2010, 09:23 PM
I've been using this for the past 12 months and it can handle all your CGT and GST reporting etc. Share Manager - Overview (http://www.plainlanguage.com.au/frameOverview.htm)

The downside is it's Windows based, but you can request a demo copy to put it through its paces. I looked for weeks and couldn't find anything Mac OS based that complies with Aust Tax Law for CGT reporting when handling bonus issues, share splits and even simple dividends.

Will add the support for this software is quite good too.

PS I'm in no way affiliated with them, just happy enough with the product tom comment.

entropy
13th January 2010, 09:40 PM
I would have thought there was an opportunity for anyone with a modicum of coding ability to knock up an OSX app.

My father in law would love to swtich to a mac, as he has had a lot of problems with his windows machines, and I have spent many a sunday fixing his XP box. I used to blame the clown who put it together for him, but I got him a Dell mini to see if a simpler machine might be a solution, but he still manages to create email problems etc.

Anyway, he just loves Stock Doctor (http://www.lincolnindicators.com.au/StockMarketSoftware). The buggers use the cop out "you can always use bootcamp and even provide some links to virtual machine options:


Running Stock Doctor on a Mac
Stock Doctor is presently available for Windows, however Stock Doctor can also run on an Apple Mac computer using a feature called Bootcamp, that comes free with all Intel-based Macs. Bootcamp enables you to set your Mac to 'dual-boot' so that you can run either Mac OSX or Windows at any time. You can find more information at Apple - Mac OS X - Windows Compatibility - How Mac works with PCs (http://www.apple.com/macosx/compatibility/).

Alternatively, there is some popular third party software that can run Windows as a 'virtual machine' on a Mac, which means that you don't have to reboot to use any of your Windows applications.

Some of the most commonly used 'virtual machine' software include:

VirtualBox (free from Sun Microsystems) VirtualBox (http://www.virtualbox.org)
Parallels Mac Virtual Machines and Virtual PC. Automation and Virtualization Software for Desktops, Servers, Hosting, SaaS - Parallels (http://www.parallels.com)
VMWare Fusion VMware Fusion: Run Windows and Chrome OS on Mac for Desktop Virtualization (http://www.vmware.com/products/fusion)
Please note that Lincoln cannot provide support for third party software, so you may need to contact Apple or the appropriate software vendor in relation to any potential fees or technical issues.

If you have any further queries, feel free to contact Lincoln's Client Services Team on 1300 676 332.

I really hate that.

STK
17th January 2010, 10:12 PM
bump bump..Anybody else with suggestions :) ?