Investment Portfolio Management



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 streamlined, easy-to-use portfolio management tool for stock, option, warrant, future and CFD traders. The new features in OTrader 4.1 allow you go way beyond your standard excel spread sheets by giving you advanced reporting and trade analysis. OTrader Portfolio Management Software allows you to: * Plan your trades before placing your capital at risk. * Trade your plan by using the trading plan check list, improving your trading discipline and potential returns. * Manage your trades including stop losses, profit targets and end of financial year reporting. * Review your trades so you can easily establish your trading strengths and weakness. OTrader 4.1 provides everything you need as a private trader to manage your portfolio: * Quick and simple trade entry screens that make keeping your portfolio up-to-date fast and efficient. * Powerful reporting that details your exact financial position allowing you to make informed trading decisions. No more on-the-fly un-thought out panic decisions. * Ability to track CFD's, Stocks, Options, Warrants, Futures, Managed Funds, Dividends and trade financing costs. * Update trade prices for free from yahoo finance or use DDE to connect to your existing data source. By creating unlimited accounts and systems you gain complete control over your trading to analyse each detail of your performance. By assigning trades to a specific trading system you gain the capability to drill down on your results exposing the strengths and weakness of your trading system. * Advanced trade analysis allows you to determine the most profitable aspects of your trading so that you know where to place your money for maximum results.

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Size: 8.7 MB | License: Shareware | Price: US$490 | Category: Calculators/Converters
SmartFolio Professional Edition 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, Portfolio Optimisation, Risk Management, Asset Management, Investment, Investment Management, Portfolio Analysis, Value-at-risk, Portfolio Management
Size: 11.4 MB | License: Shareware | Price: US$599 | Category: Calculators/Converters
SmartFolio 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, Portfolio Optimization, Portfolio Optimisation, Risk Management, Asset Management, Investment, Investments, Investment Management, Portfolio Analysis, Risk Analysis
Size: 110.0 KB | License: Shareware | Price: US$18 | Category: Calculators/Converters
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: 14.4 MB | License: Demo | Price: US$45 | Category: Calculators/Converters
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: 103.0 KB | License: Shareware | Price: US$22 | Category: Calculators/Converters
Portfolio Performance Monitoring 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: Excel, Portfolio, Monitoring, Valuation, Management, Financial, Investments, Assets, Personal, Wealth