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Portfolio
All / Freeware
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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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MMR is a trading configurations manager : edit or scan trading configurations, get immediate back-testing, convert configurations into alarms, follow signals up and manage portfolio.
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Alarm, Back-testing, Editor, Method, Portfolio, Scanner, Signal, System, Trade, Trading |
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OTrader 4.1 is a streamlined, easy-to-use portfolio management tool for stock, option, warrant, future and CFD traders. Are your trading accounts accurate? Can you bring up your profit & loss reports in a matter of minutes, should the tax people come calling? Would you be able to show detailed records of your trades in under five minutes? OTrader 4.1 is a...
OS: Windows 98, Windows Me, Windows 2000, Windows XP Software Terms: Cfd Portfolio Management, Option Portfolio Management, Option Pricing Calculator, Share Portfolio Management |
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Compatible with Metastock, TradeStation and most charting software or spreadsheet. Portfolio tracking and auto-update. Flexible date format. The great advantage of using HQuote is that you don't have to pay any monthly bills for your data. Just a small one time registration fee
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000 Software Terms: Ascii, Chart, Daily, Database, End-of-day, Excel, Historical, Intraday, Metastock, Omnitrader |
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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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Complet program that will help you organize all your finance information. Contains 4 ready to use organizers (data templates): ACCOUNT: organize account transactions. PORTFOLIO: organize and track investments. MYWEB: organize your private web accounts. ALLWEB: lists top online finance and investment resources. DESIGNER DELUXE (included) allows you to easily create your customized money organizers.
OS: Software Terms: Account, Bank, Invest, Money, Organize, Personal, Portfolio |
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AmiBroker is a comprehensive technical analysis program, allowing you to study and predict trends in the market and to maintain a portfolio of shares. AmiBroker has a custom programming language called AFL which incorporates over 100 analysis functions, allowing you to back-test your trading systems (with detailed reporting), build custom chart indicators and perform screening of large databases.
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000 Software Terms: Analysis, Back-testing, Charting, Charts, Finance, Portfolio, Stock, Stocks, Technical Analysis |
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Create a portfolio with this spreadsheet for Excel 97 or better. Enter your past and present stock holdings. See your gains and losses at a glance. Get on-line quotes from: CNN.com, Quicken.com, Quote.com, NASDAQ.com, PC Quote.com, Toronto (TSX), Yahoo India, Yahoo Hong Kong, Yahoo Deutschland
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Download, Excel, Free, Market, Monitor, Portfolio, Report, Software, Spreadsheet, Stock |
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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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Create a portfolio with this spreadsheet for Excel 97 or better. Enter your past and present stock holdings. See your gains and losses at a glance. Get on-line quotes from: CNN.com, Quicken.com, Quote.com, NASDAQ.com, PC Quote.com, Toronto (TSX), Yahoo India, Yahoo Hong Kong, Yahoo Deutschland
OS: Windows2003, Windows XP, Windows Vista, Windows NT, Windows Me, Windows 98, Windows 95, Windows 2000 Software Terms: Excel, Monitor, Portfolio, Report, Spreadsheet, Stock Market |
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CoolTick is an easy, small, intuitive, unobtrusive scrolling stock ticker. It's loaded with customizable options including your own list of as many stocks as you want to watch. It uses very little system resources or desktop real-estate. New portfolio tracking features were added in v7.0 as well as a 'Cool Portfolio' webpage.
OS: Windows 95, Windows 98, Windows Me, Windows 2000 Software Terms: Finance, Market, Portfolio, Stock, Stocks, Tickers |
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PAM - The Pocket Asset Manager makes updating your stock portfolio a breeze. Either in the cradle or wirelessly connected, PAM is designed to use your existing Internet connection and efficiently retrieve stock quotes from North American exchanges. Features: Small, fast and compact! PAM is designed for the resource constrained world of Pocket PCs. At only 64kb PAM is loaded with functionality!
OS: Windows CE 1.0, Windows CE 2.0, Windows CE 2.11, Windows CE 3.0 Software Terms: Account, Broker, Exchange, Manager, Market, Money, Pam, Pda, Pim, Pocketpc |
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Tool to easily follow the stock market using Point and Figure charts. Get a set of updated charts everyday in your mailbox (or if you prefer download the charts files from our website) We have charts of the following markets: US US mutual funds, ETF's and iShares Canada Australia United Kingdom Europe We send our sample portfolio everyday, so it is easy to see how we get such good results on our portfolio, we did +102% in 2001!
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Buy The Winner, Point And Figure, Point Figure, Portfoli, Portfolio, Selecting Stock, Stockmarket, Stockmarket Analyses Tool |
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Tool to easily follow the stock market using Point and Figure charts. Get a set of updated charts everyday in your mailbox (or if you prefer download the charts files from our website) We have charts of the following markets: US US mutual funds, ETF's and iShares Canada Australia United Kingdom Europe We send our sample portfolio everyday, so it is easy to see how we get such good results on our portfolio, we did +102% in 2001!
OS: Mac OS 7.6, Mac OS 7.6.1, Mac OS 8, Mac OS 8.1, Mac OS 8.5, Mac OS 8.5.1, Mac OS 8.6, Mac OS 9, Mac OS 9.04, Mac OS 9.1, Mac OS X, Mac OS X Server Software Terms: Buy The Winner, Point And Figure, Point Figure, Portfoli, Portfolio, Selecting Stock, Stockmarket, Stockmarket Analyses Tool |
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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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FREE Quote Watchlist Software for over 50 exchanges worldwide. Keep track of your trades with this easy to use quote watchlist tool, data feeds are free so you can monitor your trades with zero cost. Quick Quote enables you to monitor your trading/investment portfolio with auto-refresh capabilities, this leaves you in better control as you are constantly updated with your portfolio movements. Anfield Capital Pty Ltd
OS: Windows XP, Windows NT, Windows Me, Windows 98, Windows 2000 Software Terms: Free Quotes, Portfolio Watchlist, Price, Quick Quotes, Quote Ticker, Shares, Stock Market, Stock Quotes, Stock Ticker, Ticker |
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Powerful 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 an unlimited number of portfolios and sub-portfolios, 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 cont
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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Advanced 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 an unlimited number of portfolios and sub-portfolios, 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 contro
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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Powerful tool for every financial professional or investor, offers great possibilities for evaluating business or portfolio performances. - 33 standard financial ratios divided into 5 groups. - Common size financial statements. - One or more, up to almost 3 million standard graphs or diagrams could be generated for presentation in financial reports. - Financial ratios could be compared with standard data published by RMA, Dun & Breadstreet,...
OS: Windows 95, Windows 98, Windows Me Software Terms: Analysis, Business, Evaluating, Financial, Industry, Performances, Portfolio, Ratio |
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Create stock portfolio profit/loss reports and IRS Tax Schedule-D. Automated download of your stock trade history from Datek, AmeriTrade, or Interactive Brokers. Stores your data in MSAccess database. You can create your own reports or modify one of the existing reports. Supports export of data to MS Excel file (predefined) or any format supported by MS Access.
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000 Software Terms: Ameritrade, Datek, Excel, Interactive Brokers, Investing, Investment, Portfolio, Schedule D, Stock, Tax |