Personal finance software for Mac that can track stocks and mutual funds? (Even manual updating of share prices will do.)
I'm using iBank on my Mac here and that definitely supports different currencies and is also supposed to be able to track investments (I haven't used it to track investments yet, hence the 'supposed to' caveat). "Quicken for Mac will track stocks and mutual funds and allows you to set the ""home"" currency." I currently use Moneydance on my Mac.  Before that I had used Quicken on a PC until version 2007. It is pretty good, does most simple investment stuff just fine. It can automatically download prices for regular stocks.  Mutual funds I have to input by hand.
"Real-time equity (or any other market) data is not available for free anywhere in the US.  It is always delayed by 10-15 minutes. On the other hand, online brokers who target the ""day trader"" (Interactive Brokers, TD Ameritrade, etc.) offer much closer to real-time data AND feature all the tools/alerts/charts/etc. you could ever possibly dream of.  I bet the type of alert you're asking for is available with just a couple of clicks on one of these brokers' platforms. Of course, accounts with these online brokers are not free; you must pay for these sophisticated tools and fast market access.  Another down side is that the data feeds sent to you by even the most sophisticated online broker are still delayed by tens of seconds compared to the data feeds used by big banks and professional investors.  Not to mention that the investment arm of the broker you use will be making its own trades based on the data feeds before relaying them on to you. So this begs the question: why do you need real-time information?  Are you trying to ""day trade"" -- i.e. profit from minute-to-minute fluctuations in the stock market?  (I can't in good conscience recommend that, but best of luck to you.)  If on the other hand you don't truly need ""real-time"" data for your application, then I support @ChrisDegnen's approach -- use public data feeds and write your own software.  You probably will not find any free tools for the sort of alerting you're looking for because most folks who want these types of alerts also need faster feeds and are therefore already using an online broker's tools." To answer your question, plugins aren't cross-platform, so if you need Bloomberg or other third-party vendor data feeds, you're probably out of luck.  Now, for the rant:  Hot keys, hot keys, hot keys. Using Excel on a Mac is like working with your fingers glued together if you use Windows Excel all day at work.  I have a windows laptop at home just for Bloomberg + Excel. If you make money using Excel, you need to consider at least getting VMWare Fusion or Parallels and running windows on your Mac.  Once you are decent in Excel, you'll hate the lack of page up/down and home/end keys on your Mac, as I do with mine. The Fn+Ctrl+Left/Down/Up/Left just isn't the same. I spent a while looking for something similar a few weeks back and ended up getting frustrated and asking to borrow a friend's Bloombterg.   I wish you the best of luck finding something,  but I wasn't able to.   S&amp;P and Morningstar have some stuff on their site,  but I wasn't able to make use of it.  Edit: Also,  Bloomberg allows shared terminals.  Depending on how much you think as a firm,  these questions might come up,  it might be worth the 20k / year Like others have said, mutual funds don't have an intraday NAV, but their ETF equivalents do. Use something like Yahoo Finance and search for the ETF.IV. For example VOO.IV. This will give you not the ETF price (which may be at a premium or discount), but the value of the underlying securities updated every 15 seconds. At this time, Google Finance doesn't support historical return or dividend data, only share prices.  The attributes for mutual funds such as return52 are only available as real-time data, not historical.   Yahoo also does not appear to offer market return data including dividends. For example, the S&P 500 index does not account for dividends--the S&P ^SPXTR index does, but is unavailable through Yahoo Finance. We have custom software written in mostly C# for the long term strategies. Day trading is done on multiple platforms. Currently using ToS scripts for some futures and equities strategies to great success, and sierra charts for a few futures exclusively. I just moved into a position to work with day trading so I'm still learning more about the systems he uses I have been using bearsofts money app, both in mac and iOS. I think only down side with this apps is you need to buy them separately. http://ibearmoney.com/money-mac.html There is a great 3rd party application out there that I use (I am a broker) along with my internal analysts and other 3rd party sources.  VectorVest has a LOT of technical information, but is very easy to use.  It will run any kind of screen you like, including low 52 week numbers.  (No, I don't get anything for recommending them.) "There is a site that treats you like a fund manager in the real market, Marketoracy, http://marketocracy.com/. Each user is given 1 million in cash. You can have multiple ""mutual funds"", and the site allows use to choose between two types of strategies, buy/sell, short/cover. Currently, options are not supported. The real value of the site is that users are ranked against each other (of course, you can op out of the rankings). This is really cool because you can determine the real worth of your returns compared to the rest of investors across the site. A couple years back, the top 100 investors were invited to come on as real mutual fund managers - so the competition is legitimate. Take a look at the site, it's definitely worth a try. Were there other great sites you looked at?" "My broker (thinkorswim) offers this from the platform's trade tab.  I believe this feature isn't crippled in the PaperMoney version which is effectively a ""free online service.""" I  found that  an application already exists which does virtually everything I want to do with a reasonable interface.  Its called My Personal Index.  It has allowed me  to look at my asset allocation all in one place. I'll have to enter: The features which solve my problems above include:  Note - This is related to an earlier post I made regarding dollar cost averaging and determining rate of returns.   (I finally got off my duff and did something about it) About 10 years ago, I used to use MetaStock Trader which was a very sound tool, with a large number of indicators, but it has been a number of years since I have used it, so my comments on it will be out of date. At the time it relied upon me purchasing trading data myself, which is why I switched to Incredible Charts. I currently use Incredible Charts which I have done for a number of years, initially on the free adware service, now on the $10/year for EOD data access. There are quicker levels of data access, which might suit you, but I can't comment on these. It is web-based which is key for me. The data quality is very good and the number of inbuilt indicators is excellent. You can build search routines on the basis of specific indicators which is very effective. I'm looking at VectorVest, as a replacement for (or in addition to) Incredible Charts, as it has very powerful backtesting routines and the ability to run test portfolios with specific buy/sell criteria that can simulate and backtest a number of trading scenarios at the same time. The advantage of all of these is they are not tied to a particular broker. "I'm another programmer, I guess we all just like complicated things, or got here via stackoverflow. Obligatory tedious but accurate point: Investing is not personal finance, in fact it's maybe one of the less important parts of it. See this answer: Where to start with personal finance?  Obligatory warning for software developer type minds: getting into investing because it's complicated and therefore fun is a really awful idea from a financial perspective.  Or see behavioral finance research on how analytical/professional/creative type people are often terrible at investing, while even-tempered practical people are better. The thing with investing is that inaction is better than action, tried and true is better than creative, and simple is better than complicated. So if you're like me and many programmers and like creative, complicated action - not good for the wallet. You've been warned. That said. :-) Stuff I read In general I hate reading too much financial information because I think it makes me take ill-advised actions. The actions I most need to take have to do with my career and my spending patterns. So I try to focus on reading about software development, for example. Or I answer questions on this site, which at least might help someone out, and I enjoy writing. For basic financial news and research, I prefer Morningstar.com, especially if you get the premium version. The writing has more depth, it's often from qualified financial analysts, and with the paid version you get data and analysis on thousands of funds and stocks, instead of a small number as with Motley Fool newsletters. I don't follow Morningstar regularly anymore, instead I use it for research when I need to pick funds in a 401k or whatever. Another caveat on Morningstar is that the ""star ratings"" on funds are dumb. Look at the Analyst Picks and the analyst writeups instead. I just flipped through my RSS reader and I have 20-30 finance-related blogs in there collecting unread posts. It looks like the only one I regularly read is http://alephblog.com/ which is sort of random. But I find David Merkel very thoughtful and interesting. He's also a conservative without being a partisan hack, and posts frequently. I read the weekly market comment at http://hussmanfunds.com/ as well. Most weeks it says the market is overvalued, so that's predictable, but the interesting part is the rationale and the other ideas he talks about. I read a lot of software-related blogs and there's some bleed into finance, especially from the VC world; blogs like http://www.avc.com/ or http://bhorowitz.com/ or whatever. Anyway I spend most of my reading time on career-related stuff and I think this is also the correct decision from a financial perspective. If you were a doctor, you'd be better off reading about doctoring, too. I read finance-related books fairly often, I guess there are other threads listing ideas on that front. I prefer books about principles rather than a barrage of daily financial news and questionable ideas. Other than that, I keep up with headlines, just reading the paper every day including business-related topics is good enough. If there's some big event in the financial markets, it'll show up in the regular paper. Take a class I initially learned about finance by reading a pile of books and alongside that taking the CFP course and the first CFA course. Both are probably equivalent to about a college semester worth of work, but you can plow through them in a couple months each if you focus. You can just do the class (and take the exam if you like), without having to go on and actually get the work experience and the certifications. I didn't go on to do that. This sounds like a crazy thing to do, and it kind of is, but I think it's also sort of crazy to expect to be competent on a topic without taking some courses or otherwise getting pretty deep into the material. If you're a normal person and don't have time to take finance courses, you're likely better off either keeping it super-simple, or else outsourcing if you can find the right advisor: What exactly can a financial advisor do for me, and is it worth the money?  When it's inevitably complex (e.g. as you approach retirement) then an advisor is best. My mom is retiring soon and I found her a professional, for example. I like having a lot of knowledge myself, because it's just the only way I could feel comfortable. So for sure I understand other people wanting to have it too. But what I'd share from the other side is that once you have it, the conclusion is that you don't have enough knowledge (or time) to do anything fancy anyway, and that the simple answers are fine. Check out http://www.amazon.com/Smart-Simple-Financial-Strategies-People/dp/0743269942 Investing for fun isn't investing for profit Many people recommend Motley Fool (I see two on this question already!). The site isn't evil, but the problem (in my opinion) is that it promotes an attitude toward and a style of investing that isn't objectively justifiable for practical reasons. Essentially I don't think optimizing for making money and optimizing for having fun coexist very well. If investing is your chosen hobby rather than fishing or knitting, then Motley Fool can be fun with their tone and discussion forums, but other people in forums are just going to make you go wrong money-wise; see behavioral finance research again. Talking to others isn't compatible with ice in your decision-making veins. Also, Motley Fool tends to pervasively make it sound like active investing is easier than it is. There's a reason the Chartered Financial Analyst curriculum is a few reams of paper plus 4 years of work experience, rather than reading blogs. Practical investing (""just buy the target date fund"") can be super easy, but once you go beyond that, it's not. I don't really agree with the ""anyone can do it and it's not work!"" premise, any more than I think that about lawyering or doctoring or computer programming. After 15 years I'm a programming expert; after some courses and a lot of reading, I'm not someone who could professionally run an actively-managed portfolio. I think most of us need to have the fun part separate from the serious cash part. Maybe literally distinct accounts that you keep at separate brokerages. Or just do something else for fun, besides investing. Morningstar has this problem too, and finance.yahoo.com, and Bloomberg, I mean, they are all interested in making you think about investing a lot more than you ought to. They all have an incentive to convince you that the latest headlines make a difference, when they don't. Bottom line, I don't think personal finance changes very quickly; the details of specific mutual funds change, and there's always some new twist in the tax code, but the big picture is pretty stable. I think going in-depth (say, read the Chartered Financial Analyst curriculum materials) would teach you a lot more than reading blogs frequently. The most important things to work on are income (career) and spending (to maximize income minus spending). That's where time investment will pay off. I know it's annoying to argue the premise of the question rather than answering, but I did try to mention a couple things to read somewhere in there ;-)" Here's a link with comparison of various online and offline PF software: http://personalfinancesoftwarereviews.com/compare-personal-finance-software/ By extending your logic both BNSF and GEICO would be nearly thhe same companies as both have majority ownership of warren buffet. How companies act IS defined by the theater of competition and regulation. Sears ca and US are two very different companies with no operational overlap (other than sears brand name)