V14.14 (584-586): Product Review: WealthBuilder for Macintosh
It would be nice if you could find a program that intelligently handled your financial planning. It could estimate your needs and suggest tactics to get where you want to go, assuming it's possible to do so. If that's what you're looking for, WealthBuilder could help most people realize how far they are from reaching their financial goals!
WealthBuilder is promising along this line, but really, it's a front-end for Reuters Money Network. By itself, WealthBuilder is a package of small routines for figuring future values like retirement wealth, estate values and tuition costs, but its real value lies in the add-on services it provides. For instance, you'll be able to put in your investment portfolio of just about every conceivable item ranging from collateralized mortgage obligations (CMOs) to futures contracts, but it automatically update values for the stock options and mutual funds only. Periodic research information on a certain 5,200 stocks, 6,200 Morningstar mutual funds or 6,200 bonds can be downloaded to you monthly for $20 a month. If you just want mutual funds, that would be $13 a month.