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Portfolio



Size: 1.4 MB | License: Shareware | Price: US$40
Category: Finance Software
Amateur Invest 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,...
Size: 3.7 MB | License: Freeware | Category: Spreadsheets
BREAKTRU STOCKWATCH 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, MoneyCentral.com, Toronto (Yahoo), Yahoo India, Yahoo Hong Kong, Yahoo Deutschland

OS: Windows
Software Terms: Excel, Market, Monitor, Portfolio, Report, Spreadsheet, Stock
Size: 3.9 MB | License: Shareware | Price: US$65 | Category: Misc.
Money Organizer Deluxe 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.

Software Terms: Account, Bank, Invest, Money, Organize, Personal, Portfolio
Size: 1.9 MB | License: Shareware | Price: US$69 | Category: Finance Software
AmiBroker 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
Software Terms: Analysis, Back-testing, Charting, Charts, Finance, Portfolio, Stock, Stocks, Technical Analysis
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
Software Terms: Capital Gains, Charting, Investing, Mutual Funds, Portfolio Management, Reports, Stocks
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
Software Terms: Capital Gains, Charting, Investing, Mutual Funds, Portfolio Management, Reports, Stocks, Technical Analysis, Trailing Stop Loss
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
Software Terms: Accounting, Asset Allocation, Bond, Bonds, Capital Gains, Finance, Invest, Investing, Investment, Investment Analysis
Size: 342.0 KB | License: Shareware | Price: US$139.95 | Category: Finance Software
CAPM for Windows 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
Software Terms: Capm, Finance, Investment, Markowitz, Optimum, Portfolio, Stock, Umbrella
Size: 2.1 MB | License: Demo | Price: US$189 | Category: Finance Software
Financial analysis - standard 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
Software Terms: Analysis, Business, Evaluating, Financial, Industry, Performances, Portfolio, Ratio
Size: 2.0 MB | License: Shareware | Price: US$14.99 | Category: Finance Software
1010 Software - Duke - The Portfolio Watchdog Duke is a fun software download for windows that gives you portfolio tracking information and stock picks info. There is also a free online internet stock picking contest for $100, as well as other great stuff!!!

OS: Windows
Software Terms: Free Stock Picks, Stock Contests, Stock Earnings, Stock Market, Stock Message Boards, Stock Picks, Stock Portfolio, Stock Software
Size: 543.0 KB | License: Shareware | Price: US$25 | Category: Misc. Utilities
TradeKeeper (Basic) 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
Software Terms: Ameritrade, Datek, Excel, Interactive Brokers, Investing, Investment, Portfolio, Schedule D, Stock, Tax
Size: 88.0 KB | License: Shareware | Price: US$49 | Category: Spreadsheets
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
Software Terms: Analysis, Business, Excel, Money, Monitoring, Performance, Portfolio, Return, Transactions, Valuation
Size: 79.0 KB | License: Shareware | Price: US$39 | Category: Spreadsheets
Portfolio Optimisation 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
Software Terms: Allocation, Analysis, Business, Capital, Excel, Optimal, Optimisation, Optimization, Portfolio, Ratio
Size: 5.0 MB | License: Shareware | Price: US$25 | Category: Finance Software
Pikker 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
Software Terms: Investment, Pikker, Portfolio Trading, Software, Stock Picker, Stock Pikker, Stock Trading Software, Stocks, System Backtesting, System Testing
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
Software Terms: Capital Gains, Charting, Investing, Investment Advisor, Mutual Funds, Portfolio Management, Reports, Stocks, Technical Analysis, Trailing Stop Loss