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As I start to trade more, moving from a purely fundamental investor, there is the requirement to keep good records. I have the buys and sells, notes on my research (fundamental and technical), portfolio positions across multiple accounts and types (taxable, IRA, etc.), decisions not to buy or sell, etc.
I'm using a combination of Morningstar, spreadsheets, evernote, stockcharts (lists and to a lesser degree annotation), in addition to what my brokerages offer. I'm finding this is not adequate and time consuming.
What are you using, Any recommendations?