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Manage Portfolios
Manage all of your investment accounts in one place.
- Get started quickly by importing from brokerages, or QIF, OFX and CSV files, or enter your data manually.
- Analyse gains & losses and performance
- Compare your investments to a benchmark
- Group portfolios together, categorize your investments and run reports
Organize Stock Watchlists
Facilitate your investment research with watchlists.
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- Efficiently track 100s of securities
- Real-time data available for some exchanges
- Don't miss important activity using the built-in stock alerts
View Stock Charts
Get perspective with built-in, historical stock price charts.
- End-of-day and 1 & 5 day intra-day charts
- 14 technical indicators
- 6 chart styles, pan and more
- Built-in and/or separate window charts
- Buys, sells, dividends, splits on the chart
- Use comparison charting for improved analysis
I've never used a program to monitor the market before but this product is great. It is a simple, yet powerful tool. I can see everything I want to quickly and easily. The charts are extremely easy to read and setup. I have already noticed a boost in my investor confidence level in just a week of using it.
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While we will not be able to offer a Catalina-compliant version of the classic version of AccountEdge for Mac, we are working on a version of AccountEdge Pro that is compatible with Catalina (and eventually macOS Big Sur) without requiring a virtual machine. You simply download the app, install it and double click. It’s our hope to launch this product (initially single-user only) late Summer/early Fall 2020. While we remain optimistic for a multi-user version, there are too many variables to be as definitive at this time. We will share more details on our efforts, as they become available.
AccountEdge Options
Don't Upgrade to Catalina
We will continue to support AccountEdge for those that continue to use AccountEdge on your Mac for years to come and we will be proactive in communicating our plans.
Use Parallels
You can run macOS Catalina and continue to use AccountEdge for Mac within a Parallels virtual machine environment.
Options Beyond AccountEdge
If you will be investigating new software to manage your business, our best-in-class Priority family of products are used to run over 9,000 organizations worldwide.
PRIORITY ERP
If you are outgrowing AccountEdge, our powerful, yet flexible, ERP software allows you to manage large amounts of data and customize the software based on your business needs. Available both in the cloud and on-premises.
As always, if you have questions, don’t hesitate to give us a call (800-322-6962) or email.
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We very much appreciate your loyalty over the years and, in many cases, decades. We are a company that owes its success to word of mouth referrals from its customers and, for that, we thank you.
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The AccountEdge Team