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Portfolio Management Software
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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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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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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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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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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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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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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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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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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LandlordMax is the easiest property management software you'll find anywhere. It's famous for its amazing simplicity, ease of use, completeness, and scalability. New from LandlordMax, this latest version has been greatly improved in quality and performance. It's the most affordable property management software because it offers unlimited data entry for one low price. Now you can unlock the secret wealth hidden in your real estate portfolio.
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Landlord, Landlord Property Management, Landlord Software, Property Management, Property Management Software, Real Estate, Real Estate Software |
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PlanningForce is a project planning and portfolio management tool adapted to all companies which are project oriented or have departments involved in project planning and scheduling, goal management, project cost forecasts and capacity planning. PlanningForce is a rich application which offers, through a simple and logical methodology, the most advanced features in the field of program management, project planning and resource scheduling.
In a first stage, PlanningForce focuses on...
OS: Windows2003, Windows XP, Windows Vista Software Terms: Capacity Planning, Multi-project Tool, Pmo, Portfolio Management, Ppm, Project, Project Management, Risk Management |
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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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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: Personal, Portfolio, Portfolio Manager, Report, Shares, Stock Manager, Stocks, Track Stocks, Trade, Trading |
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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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This program will allow to manage your portfolio risk in a comprehensive way. With CVaR Expert you can analyse the Value at Risk and the Conditional Value at Risk measures. Furthermore, you can calculate the optimum portfolio minimising the Conditional Value at Risk, being able to amazingly reduce the risk of your investments with this extremely robust technique of risk analysis.
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Conditional Value At Risk, Finance, Optimization, Portfolio, Risk, Value At Risk, Volatility |
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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: Capital Gains, Charting, Investing, Mutual Funds, Portfolio Management, Reports, Stocks |
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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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StockTick 2004 is a free stock market ticker and portfolio manager to securely track your stocks and trades. Real time and international quotes included in stock ticker. See why people are saying it is the best stock quote portfolio tracking software program on the market for the past 8 Years!
OS: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP Software Terms: Company Charts, Company News, Easy, Free, Free Stock Market Ticker, Free Stock Ticker, Portfolio, Portfolio Manager, Real-time, Realtime |
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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 |