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All / Freeware
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SmartFolio is a state-of-the-art asset management software for investment professionals and private investors. It contains advanced portfolio optimization and risk management techniques, based on the latest achievements in portfolio theory. The software combines highly advanced and innovative analytics with a user-friendly, intuitive interface, perfectly suited to any level of expertise and experience. Most of the mathematical algorithms...
OS: Windows 2000, Windows XP Software Terms: Asset Allocation, Asset Management, Investment, Investment Management, Portfolio Analysis, Portfolio Management, Portfolio Optimisation, Risk Management, Value-at-risk |
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The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations. 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....
OS: Mac OS X, Mac OS X Server, Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Assets, Excel, Financial, Investments, Management, Monitoring, Personal, Portfolio, Stocks, Valuation |
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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: Analysis, Business, Excel, Money, Monitoring, Performance, Portfolio, Return, Transactions, Valuation |
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SmartFolio is a state-of-the-art asset management software for investment professionals and private investors. It contains advanced portfolio optimization and risk management techniques, based on the latest achievements in portfolio theory. The software combines highly advanced and innovative analytics with a user-friendly, intuitive interface, perfectly suited to any level of expertise and experience.
Most of the mathematical algorithms...
OS: Windows XP, Windows Vista, Windows 2000 Software Terms: Asset Allocation, Asset Management, Asset Ranking, Investment, Investment Management, Investments, Portfolio Analysis, Portfolio Management, Portfolio Optimisation, Portfolio Optimization |
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Personal investment package that incorporates all of the tools an end-of-day trader requires to make informed trading decisions. investX includes portfolio management, technical analysis and market-filtering tools. Aimed at being useful to the user throughout the entire investment cycle - a cycle which we see as involving: identification, research and analysis, tracking and maintenance.
OS: Windows 2000, Windows XP Software Terms: Amex, Analysis, Asx, End Of Day, Eod, Filtering, Finance, Ftse, Fundamental, Investing |
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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: Accounting, Asset Allocation, Bond, Bonds, Capital Gains, Finance, Invest, Investing, Investment, Investment Analysis |
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WinCAPM will allow you to analyze historical data on market prices and easily calculate the optimum investment portfolio according to the CAPM model. It will also let you generate the "umbrella-shaped" graphic to show the diversification properties of titles and the optimization of the Sharpe ratio.
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000 Software Terms: Capm, Finance, Investment, Markowitz, Optimum, Portfolio, Stock, Umbrella |
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New features include online updates from most stock exchanges in the world. The user manual is now in PDF format. Todays investors know better then to put all their eggs in one basket. Likewise, their investments are often with several banks and investment firms. The Investment Tracking System can track and analyze all of your investments. Whether the investor has all of their investments with one or more firms, the Investment Tracking System...
OS: Windows 3.1, Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Finances, Financial Projections, Investment Manager, Portfolio, Retirement Calculator, Stock |
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New features include online updates from most stock exchanges in the world. The user manual is now in PDF format. The Investment Tracking System – Deluxe (ITSD) version was designed to handle investment and banking information giving the user a total picture of their financial portfolio. This product has many features and is very flexible. Our goal is to provide software that has many features but is easy to use. Another goal is that our...
OS: Windows 3.1, Windows 95, Windows 98, Windows Me, Windows 2000, Windows XP, Windows CE 1.0, Windows CE 2.0, Windows CE 2.11, Windows CE 3.0 Software Terms: Banking, Financial Reporting, Money Manager, Net Worth, Portfolio Manager, Retirement Calculator |
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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: Allocation, Asset, Excel, Fund, Management, Optimisation, Optimization, Personal, Portfolio, Wealth |
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FundCount - Accounting software for Hedge Fund & Investment Partnership. FundCount is a powerful investment tracking tool working with: common stocks (long, short), stock options, mutual funds, etc... You can keep accounting for the following transactions: buy, sell, short sell, dividends, interest, margin call, etc. Import data from all brokers which provide export to Quicken format & generate Schedule D in a minute.
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Hedge Fund, Investment, Portfolio Management |
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The Portfolio Optimisation 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 business portfolios. The ability to apply optimisation analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions.
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000 Software Terms: Allocation, Analysis, Business, Capital, Excel, Optimal, Optimisation, Optimization, Portfolio, Ratio |
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Easily analyze the performance of any investment by applying basic input variables to build an investment analysis. Analysis generates equivalent current year values allowing comparisons between different investments and identifies investment performance spikes or dips providing a tool to maximize overall return. You can also determine current and future net worth and income streams to make informed investment and retirement planning decisions.
OS: Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Analysis, Analyze, Forecast, Investment, Investment Analysis, Investment Analysis Software, Investment Performance, Investment Plan, Investment Planning, Investment Review |
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StockMarketEye is an easy to use investment tracking tool that helps you keep an eye on your investments and the stock market. Track your 401(k) and other portfolios, keep watchlists, built-in symbol search and free, flexible quote retrieval. StockMarketEye is an easy to use investment tracking tool that helps you keep an eye on your investments and the stock market. Track the performance of your 401(k) and other investments with portfolios. Keep your eye on the market with...
OS: Windows2003, Windows XP, Windows Vista, Windows NT, Windows 2000 Software Terms: Investment, Portfolio, Stock Market, Tracker |
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Dynamic portfolio rotation trading system backtesting. Matrix calculations of a list of securities over a date range allow for stock rotation through a portfolio, and a new category of "Market Breadth" indicators. 55 technical indicators are included (and more in the works), as well as a large number of mathematical functions, all of which can be combined to create specific trading rules and screening criteria.
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Investment, Pikker, Portfolio Trading, Software, Stock Picker, Stock Pikker, Stock Trading Software, Stocks, System Backtesting, System Testing |
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New features include online updates from most stock exchanges in the world. The user manual is now in PDF format. he enterprise edition allows the investor to manage many different portfolio's. Financial reporting is done at the portfolio and portfolio management level. This system is excellent for any one that would like to manage two or more portfolio's and have the ability to report on all finances that they manage. A couple could both...
OS: Windows 3.1, Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Banking, Financial Calculators, Foreign Currency., Investments Management, Multi Portfolio Tracking, Time Reports |
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PortfolioTK is a stock portfolio manager that provides both accurate quantitative statistics and advanced charting. PortfolioTK is a stock portfolio manager that provides both accurate quantitative statistics and advanced charting. It includes overall portfolio equity curve performance with risk analysis, trade log entry supporting partial position matching of...
OS: Windows Me, Windows 2000, Windows XP Software Terms: Finance, Piatek, Portfolio Manager, Portfolio Tool Kit, Portfolio Toolkit, Portfoliotk, Ptk, Quantitative, Reporting, Systematic Trading |
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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: Cfd S, Finance, Finance Management, Futures, Fx, Portfolio Management, Shares, Stock Market, Stock Tracking, Trade Tracking |
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Trade eQualizer is a new and unique position size calculator designed specifically to level out the profit and loss potential of both similar and radically different stocks in a portfolio. By auto-calculating the appropriate position size for each stock in a portfolio, it achieves a fine balance where the potential for each stock to strike a set dollar target or stop loss is equal.
OS: Windows 98, Windows NT, Windows 2000, Windows XP Software Terms: Bonds, Futures, Investment, Position Size, Shares, Stocks, Trading |
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Keep your investments private! - Money, Stock and portfolio management. - Stock prices via internet - realtime - FREE. - Many companies from start. - Technical analysis. - Graphics, reports, hints & ideas, and much more. - Easy to use software. Amateur Invest. - Invest like a Pro... Let no internet site know your private economy. - Keep your investments private! Manage all your personal finances in one program. Features include: - Portfolio/Investment Manager - Securities: stocks, bonds,...
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Advice, Banking, Graphs, Income, Investments, Money, Personal Finances, Portfolio Management, Quotes, Reports |