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A sort of wish list.Tracking and analysing your investments would be a nice gesture if it could be combined in having better financial results.A certain advantage would be having a total overview of investment and retirement accounts.Besides personal accounting/bookkeeping tools that we use now, an investment management tool should come up with uncluttered data and information on how your investments perform and also give the exact transaction costs and yields in one place.

So, the software should deliver:
All your investment accounts in one overview, just in one spot. All holdings updated automatically,getting closing prices from user’s resources such as brokerage, 401k, IRA and similar accounts. And it should also automatically categorize all transactions in all accounts, including buys, sells and fees.

Overview of your investment belongings.Have direct overview across your asset categories such as bonds and stocks, and to anticipate on changing circumstances.

Unbiased, transparent information on investment performance.Besides personal and business accounting, the software should also compare any investment’s value to its cost basis and versus major indices, from the S&P to the Dow. Hence, to be able to see whether higher cost assets, such as actively managed mutual funds, are worth the added fees.

Critical information delivered by Web 2.0 options.Detecting good performing and less performing assets, automatically found by the application.

Clear insight in fees.A recent survey noticed that over 40% of online Americans either had no idea what they paid in investment account costs, or thought that there were no costs. It would be a nice feature if the software also could give advice and means to help users identify and act on better retirement savings options, and avoid high 401K fees.

So to summarize, one place clear insight and overview information of all your invested money, costs and yields in order to be able to make appropriate decisions.It would be an appreciated improvement of regular home, business, church etc accounting software.