Portfolio Performance Monitoring 1.0 Software ID: 40667



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Portfolio Performance Monitoring 1.0 Description

The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations.

Size: 88.0 KB | License: Shareware | Price: US$49 | Category: Finance Software
Portfolio Monitoring The Portfolio Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations.

OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000
Software Terms: Excel, Portfolio, Monitoring, Valuation, Performance, Return, Transactions, Money, Weighted, Analysis
Size: 110.0 KB | License: Shareware | Price: US$18 | Category: Finance Software
Portfolio Optimization The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. Results display action required and probability analysis through Monte Carlo simulation The Portfolio Optimization model calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The unique design of the model enables it to be applied to either financial instrument or...

OS: Mac OS X, Mac OS X Server, Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
Software Terms: Excel, Portfolio, Optimisation, Optimization, Management, Asset, Allocation, Personal, Wealth, Fund
Size: 1.3 MB | License: Shareware | Price: US$119.95 | Category: Finance Software
Master Investor 2000 Comprehensive portfolio management and technical analysis system for individual investors and money managers. Manages investments in stocks, bonds, options, cash, other assets & liabilities. Creates over 30 reports and a variety of technical analysis charts. Downloads price updates from the internet to automatically update reports and charts.

OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000
Software Terms: Invest, Investing, Investment, Portfolio, Investment Management, Investment Analysis, Portfolio Management, Asset Allocation, Stock, Stocks
Size: 1.8 MB | License: Shareware | Price: US$59 | Category: Finance Software
Fund Manager - Personal Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price and transaction updates from...

OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
Software Terms: Portfolio Management, Capital Gains, Stocks, Mutual Funds, Charting, Reports, Investing
Size: 2.8 MB | License: Shareware | Price: US$795 | Category: Finance Software
Fund Manager - Advisor Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price and transaction updates from...

OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
Software Terms: Investment Advisor, Technical Analysis, Portfolio Management, Capital Gains, Stocks, Mutual Funds, Charting, Reports, Investing, Trailing Stop Loss
Size: 1.3 MB | License: Shareware | Price: US$34.95 | Category: Finance Software
TradeTrakker Deluxe Powerful financial software to monitor and analyze the performance of investments. Autoupdate worldwide market indices & multiple portfolios. Set alerts, look up stock symbols, retrieve realtime quotes. Link to news, charts & online trading account. TradeTrakker is an easy-to-use, yet powerful financial portfolio management application. Whether you are new to investing or an experienced trader, TradeTrakker will help you monitor and analyze your stock and mutual fund positions, providing...

OS: Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
Software Terms: Financial, Finance, Stocks, Securities, Mutual Fund, Portfolio, Investment, Investor, Track, Stock Market
Size: 2.5 MB | License: Shareware | Price: US$29.95 | Category: Finance Software
Portfolio Manager Portfolio Manager is a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal time and effort you can keep track of which stocks you have bought and sold, along with any associated dividends. Portfolio Manager is a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal effort and time you can keep track of which stocks you have bought and sold, along with any associated dividends....

OS: Windows XP, Windows Vista, Windows 2000
Software Terms: Portfolio Manager, Portfolio, Stock Manager, Trade, Trading, Trading Diary, Stocks, Shares, Track Stocks, Personal
Size: 1.8 MB | License: Shareware | Price: US$295 | Category: Finance Software
Fund Manager - Professional Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price and transaction updates from...

OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
Software Terms: Technical Analysis, Portfolio Management, Capital Gains, Stocks, Mutual Funds, Charting, Reports, Investing, Trailing Stop Loss
Size: 14.4 MB | License: Demo | Price: US$45 | Category: Finance Software
Stator-AFM (Lite) Entry-level financial portfolio management software designed for traders and investors. Easily monitor trading and investing activities for a wide range of trading instruments and markets. Create and manage your investment portfolio, position sizing with advanced money management, risk and reward management. No matter what type of market you trade or what types of investments you have, Stator leaves you in total control.

OS: Windows Me, Windows NT, Windows 2000, Windows XP
Software Terms: Portfolio Management, Trade Tracking, Stock Market, Stock Tracking, Shares, Cfd's, Fx, Futures, Trading, Finance Management
Size: 1.2 MB | License: Demo | Price: US$179.95 | Category: Finance Software
Simply Interest Professional Simply Interest Professional makes it easy to do financial analysis, projections, valuation of assets, future cash flows, debt restructuring / refinancing, mortgage valuation, mark to market, sinking funds, savings planning, and pension calculations -- all these become quicker, simpler, and more reliable with Simply Interest Professional. There's even a very affordable lease versus buy/borrow analysis module available for SIPro that lets you...

OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
Software Terms: Financial, Accounting, Simply Interest, Money