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“I purchased Portfolio Manager v5 and enjoy the ease of use and am very happy with the program. I would and have recommended it to my friends. Thanks!" - Sam F.

The more informed you are as an investor, the more successful you will be as an investor. Success starts with a thorough understanding of your risk and return objectives, your investment time horizon, your liquidity needs, and knowledge of the tax consequences of your decision making. Investors also need an accurate and quick method of investment record keeping, as well as the ability to apply time-tested methods for evaluating securites.

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BetterInvesting’s™ Portfolio Manager (previously known as the NAIC Portfolio Record Keeper; PRK) is nationally recognized as one of the premier portfolio management software programs available to investors. This powerful, full-featured, and time tested software program (since 1985) provides the hands-on investor with portfolio management and investment record keeping tools.

Please select one of the Topics of Interest links listed below to learn more. 


This Month: BetterInvesting Portfolio Manager v5 Now Available!

Click here to try a FREE 45 day trial version of
Better Investing Portfolio Manager.

"I have been a happy user of Portfolio Manager since 1996. Every time a new version comes out I am amazed that the team at QUANT IX was able to find something else to improve or add. It is a real pleasure using v.5- the members of the QUANT IX team should be proud of the outstanding new features they have added. I have many portfolios to update monthly; it is a breeze to do so. I especially love it at tax time when, with a few clicks of my mouse, I have a full report on stocks that I have sold the previous year, including those with years of reinvested dividends. Thank you for such a great product and outstanding customer support!" - Ann D.
   

Other User Testimonies

 
Customer Survey
BetterInvesting Portfolio Manager is currently used to track over $3,277,161,000* in assets. Let us know how much you're tracking in Portfolio Manager by clicking here.
*updated weekly

Apple User Comments

Click here for comments from Apple Mac users successfully running BetterInvesting™ Portfolio Manager.


Captools® Conversion
Now Available: Captools® Investment Software import functionality. Click here to learn more.

Recent Reviews

“Investors of all levels will find that monitoring and analyzing their portfolios with this program is not only easy and highly intuitive, but can also be a pleasant experience.”  Click here for review.

Computerized Investing July/Aug. 2007
Portfolio Management Software Programs

"Not knowing your portfolio return is like driving on the freeway blindfolded. ...the BetterInvesting Portfolio Manager allows you to enter each transaction into a checkbook-like register and it calculates your return with great precision."  Click here for full article.
USA Today.com February 27th, 2006
How To Figure Your Portfolio's Return
Tackleboxes2go
Tackle Boxes 2 Go. We provide this link for all our fellow fishing enthusiasts, because even the best investors need time away from Wall Street, so why not be successful on the water too! Click here to learn more.
 

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