Portfolio software/tools

smhon

Newbie
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Hi

Anyone has a good experience to share on a low cost tool that can give summary view and also consolidate basic views like P&L, by currency, by asset class, by issuer, by counterparty, dv01

Considered some vendors like Advent, Bloomberg has nice features but its all designed for more high end. Don't need a porsche to drive to the supermarket...

The 'free' ones like yahoo and google are well...disappointing and basic


Don't mind paying something, but since this is a sunk cost it should be as low as possible
 
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