Suasion Web Picks: Portfolio Trackers

 

MoneyCentral by MSN

Merged its content with CNBC.com.

  • Like other trackers, site allows users to import information from brokerage accounts and combine it all here.
  • Extra features enable users to: compute true total returns that take dividend payments into account; annualize returns; and check portfolio performance against major market indexes like the Dow Jones Industrial Average or the S&P 500.
  • Provides many tools for monitoring.
  • Easy to input/edit.
  • Tracker calculates splits and reinvests dividends.
  • Real-time alerts.
  • Easy to customize with online broker.
  • Links to Microsoft Excel.
  • Drawback: Limitations for Mac users.

 

CBS MarketWatch

  • Helpful links to company financials, estimates, insider trades, price-movement charts and graphics showing portfolio's concentration by industry or asset class.
  • Links to PDA and Excel.
  • Easy to customize.
  • Access to top-notch research.
  • DRAWBACK: pop-up ticker must be manually refreshed.

Suasion Resources is a specialized firm that has provided marketing consulting to the financial services industry for the last two decades. Applying our unique approach to the art of persuasion, we have helped develop fresh innovative marketing approaches for many of the country's leading financial services firms. In the process, we have created some of the industry's best marketing practices. Our approach places at our clients disposal an uncommon level of both talent and technique in the areas of strategy formulation, creative development and implementation offered on a totally integrated basis from a single source.

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