Currently I'm using Quicken 2007 to keep record of my finances, and an Excel document for portfolio records. I refuse to become dependent on Quicken Premier for portfolio management due to their 3 year expiration for online services, and reported instability and inability to handle large volumes of portfolio transactions. I'm also too cheap to pay $15/mo for online access to Chase when I can download 3 months of transactions for free (which is longer than my personal interval for account management).
Ideally, I'd also like to transition to a Mac based software platform that can handle both personal finances and portfolio management. I found one review article:
http://www.aaii.com/computerizedinvesting/article/the-top-portfolio-management-software
which is nothing short of depressing. Will this turn into the next hobby project?
Maybe there are some good Mac alternatives:
http://www.macworld.com/article/1161401/lion_personal_finance_quicken_alternatives.html
http://mac.appstorm.net/roundups/finance-roundups/15-personal-finance-apps-for-the-mac
http://personal-finance-software-review.toptenreviews.com/mac-personal-finance-software
SEE Finance
+ Imports transactions from QIF & CSV easily.
+ Personal finance seems adequate.
+ Pulled data from Scottrade.
- Investment tools inadequate: No annualized performance, performance vs. time, fundamentals, etc.
iBank
???
Money 4 by Jumsoft
???
Moneydance
???
iFinance
???