Investment Portfolio Software
| |
Personal Portfolio Manager
|
|
| |
| PPM is a portfolio management and stock charting system designed specifically for individual investors. It maintains complete records of capital gains, dividends and other income for tax purposes. It allows assets to be divided into different portfolios for independent tracking of IRA's, 401k's, etc. |
Company:
OWL Software
Date
Released: 25-02-2003
Program
Size:
1474 KB
License: Shareware
Platform: Windows
|
|
| |
- |
| |
Expert Investor
|
|
| |
| Analyze market data and interactively calculate the optimum investment portfolio according to the CAPM model when investment constraints are considered. |
Company:
Rho-Works
Date
Released: 27-09-2003
Program
Size:
1064 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000
|
|
| |
- |
| |
Portfolio Performance Monitoring
|
|
| |
| 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. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations. |
Company:
Excel Business Tools
Date
Released: 12-04-2002
Program
Size:
134 KB
License: Shareware
Platform: Windows
|
|
| |
- |
| |
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 algorithms, based on the latest achievements in portfolio theory. |
Company:
Modern Investment Technologies Ltd
Date
Released: 21-06-2008
Program
Size:
11676 KB
License: Shareware
Platform: Windows2000,WinXP,Windows Vista Starter,Windows Vista Home Basic,Windows Vista Home Premium,Windows Vista Business,Windows Vista Enterprise,Windows Vista Ultimate
|
|
| |
- |
| |
Portfolio Optimization
|
|
| |
| 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 business portfolios. |
Company:
Excel Business Tools
Date
Released: 12-04-2002
Program
Size:
120 KB
License: Shareware
Platform: Windows
|
|
| |
- |
| |
Investment Analysis Software
|
|
| |
| 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. |
Company:
softSWOT
Date
Released: 24-03-2003
Program
Size:
38 KB
License: Shareware
Platform: Windows
|
|
| |
- |
| |
Smart Investor's Calculator for Palm OS
|
|
| |
| Smart Investor's Calculator (SIC) allows users to find optimal investment portfolios through solving allocation problems with the selected criterion and restrictions on shares of investment in each instrumentgroup. |
Company:
AdvMathAppl
Date
Released: 20-10-2004
Program
Size:
67 KB
License: Shareware
Platform: Palm OS 3.0,Palm OS 3.1,Palm OS 3.2
|
|
| |
- |
| |
Smart Investor's Calculator for Pocket PC
|
|
| |
| Smart Investor's Calculator (SIC) allows users to find optimal investment portfolios through solving allocation problems with the selected criterion and restrictions on shares of investment in each instrumentgroup. |
Company:
AdvMathAppl
Date
Released: 20-10-2004
Program
Size:
91 KB
License: Shareware
Platform: Windows CE
|
|
| |
- |
| |
Smart Investor's Calculator for Windows OS
|
|
| |
| Smart Investor's Calculator (SIC) allows users to find optimal investment portfolios through solving allocation problems with the selected criterion and restrictions on shares of investment in each instrumentgroup. |
Company:
AdvMathAppl
Date
Released: 20-10-2004
Program
Size:
107 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000
|
|
| |
- |
| |
Investment Studio
|
|
| |
| Plan, track and analyze your investments. Build custom screens in seconds. Program grids, charts and trading systems with simple, spreadsheet-style expressions and almost 400 powerful built-in functions. Create custom indicators using your favorite ActiveX Scripting language. |
Company:
InvestmentStudio.com
Date
Released: 17-12-2002
Program
Size:
4404 KB
License: Shareware
Platform: Windows
|
|
| |
- |
| |
Portfolio Evaluator +
|
|
| |
| This program is a version of a form that will assist you in tracking your investments. It will run under Win 95, 98,Me, NT4, XP & 2000. This program tracks your investment's performance for stocks, bonds, mutual funds, etc. |
Company:
Bent Tree Software
Date
Released: 05-05-2001
Program
Size:
1204 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000
|
|
| |
- |
| |
RORICX - Rate of Return Calculator
|
|
| |
| Calculates the RoR and Net Gain for your portfolio (investment, real
estate, rental, etc.) Any time intervals, regular programs, individual transactions, combined (overall) portfolios, verification window for line-by-line review |
Company:
Lapides Software Development inc.
Date
Released: 23-06-2004
Program
Size:
605 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000,WinXP
|
|
| |
- |
| |
XeCheck Personal Finance (Deluxe)
|
|
| |
| Manage all your finances in one place. Download account statements from 4000+ banks, credit card and other financial institutions. Balance checkbook, manage 18 types of accounts (checking, savings, credit card, loans, investment, etc). |
Company:
Versure Inc.
Date
Released: 03-10-2006
Program
Size:
9272 KB
License: Shareware
Platform: Win98,WinME,Windows2000,WinXP,Windows2003,Windows Vista Starter,Windows Vista Home Basic,Windows Vista Home Premium,Windows Vista Business,Windows Vista Enterprise,Windows Vista Ultimate
|
|
| |
- |
| |
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. |
Company:
Simply Data
Date
Released: 14-05-2007
Program
Size:
1499 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 4.x,Windows2000,WinXP,Windows2003,Windows Vista Starter,Windows Vista Home Basic,Windows Vista Home Premium,Windows Vista Business,Windows Vista Enterprise,Windows Vista Ultimate,Windows Vista Home Basic x64,Windows Vista Home Premium x64,Windows Vista Business x64,Windows Vista Enterprise x64,Windows Vista Ultimate x64
|
|
| |
- |
| |
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. |
Company:
PrimaSoft PC
Date
Released: 03-12-2002
Program
Size:
4000 KB
License: Shareware
Platform: Windows
|
|
| |
- |
| |
Portfolio Fundamentals +
|
|
| |
| This program is a version of a form that will assist you in tracking the fundamentals of your stock portfolio. It will run under Win 95, 98, Me, NT4, XP & 2000. |
Company:
Bent Tree Software
Date
Released: 05-05-2001
Program
Size:
1202 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000
|
|
| |
- |
| |
Trade eQualizer
|
|
| |
| 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. |
Company:
IGM systems Ltd.
Date
Released: 04-12-2005
Program
Size:
23705 KB
License: Demo
Platform: Win95,Win98,WinNT 4.x,Windows2000,WinXP,Windows2003
|
|
| |
- |
| |
Smartstock
|
|
| |
| GsnIndia: Stock Trading software design to Increase Your Return, Minimise Your Losses by capturing the Stock Volatility. It is Designed for BSE which is Based on Robert Lichello Investment Theory. |
Company:
Gyarsi Systems Network (p) Ltd
Date
Released: 11-02-2005
Program
Size:
3886 KB
License: Demo
Platform: Win98,WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000,Windows2003
|
|
| |
- |
| |
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. |
Company:
OTrader Software
Date
Released: 01-01-2006
Program
Size:
15543 KB
License: Demo
Platform: Win98,WinME,WinXP,Windows2000,Windows2003
|
|
| |
- |
| |
Variable Investment Analyst
|
|
| |
| Variable Investment Analyst calculates profit, periodic, cumulative, & average annual total return, internal rate of return (IRR), capital gain, buy/sell prices, basis worksheets. Many charts. Very useful for investments w/multiple cash flows. |
Company:
Horizon Software
Date
Released: 27-06-2003
Program
Size:
250 KB
License: Shareware
Platform: MS-DOS
|
|
| |
- |
| |
Pikker
|
|
| |
| Dynamic portfolio rotation trading system. A new dimension in technical analysis. 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. |
Company:
Emporium Software
Date
Released: 22-06-2003
Program
Size:
5164 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000
|
|
| |
- |
| |
Investment and Business Valuation
|
|
| |
| The Investment and Business Valuation template is ideal for evaluating a wide range of investment, and business case scenarios. While it is based on the traditional DCF method of valuation, its also provides ability to evaluate economic value added valuation, accounting impact, and a range of other evaluation parameters. |
Company:
Excel Business Tools
Date
Released: 12-04-2002
Program
Size:
156 KB
License: Shareware
Platform: Windows
|
|
| |
- |
| |
Stock Quotes for Smartphone
|
|
| |
| Stock Quotes and Chart for Smartphone. Control your stocks while you work or while you are mobile. Besides, you can view news relevant to the selected stock, set customizable alerts, search for ticker and get company summary information. |
Company:
OLSOFT
Date
Released: 12-21-2005
Program
Size:
1046 KB
License: Shareware
Platform: Windows Mobile 2003,Handheld/Mobile Other
|
|
| |
- |
| |
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. Ideal way to keep track of investments / trading performance. |
Company:
Anfield Capital Pty Ltd
Date
Released: 22-04-2007
Program
Size:
14769 KB
License: Demo
Platform: WinME,WinNT 3.x,WinNT 4.x,Windows2000,WinXP,WinME,Windows Vista Starter,Windows Vista Home Basic,Windows Vista Home Premium,Windows Vista Business,Windows Vista Enterprise,Windows Vista Ultimate
|
|
| |
- |
| |
Stock Quotes for Pocket PC
|
|
| |
| Stock Quotes and Chart for PocketPC. Control your stocks while you work or mobile. Besides, you can view news relevant to the selected stock, set customizable alerts, search for ticker and get company summary information. |
Company:
OLSOFT
Date
Released: 05-12-2005
Program
Size:
3241 KB
License: Shareware
Platform: Pocket PC,Windows Mobile 2003
|
|
| |
- |
| |
Investment Growth RateCalculator
|
|
| |
| Find how fast your money is growing. This calculator evaluates real interest rate based on all the individual investments and final balance. It includes account management with reminders, multiple currency, and consolidated balance in any currency. |
Company:
Vidyasoft Applications
Date
Released: 20-06-2004
Program
Size:
5508 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 4.x,WinXP,Windows2000
|
|
| |
- |
| |
TraderXL Pro
|
|
| |
| All-in-one investment solution for Microsoft Excel: 161 technical analysis functions, historical data downloads, real-time quotes, neural network-based prediction and classification, strategy backtesting, portfolio tracking, options chain downloads. |
Company:
OLSOFT
Date
Released: 09-07-2008
Program
Size:
5945 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000,Windows2003,Windows Vista Starter,Windows Vista Home Basic,Windows Vista Home Premium,Windows Vista Business,Windows Vista Enterprise,Windows Vista Ultimate
|
|
| |
- |
| |
Real Estate Notebook
|
|
| |
| Real Estate Notebook is a standalone, database driven application that analyzes and stores investment property information. The software can create reports on individual properties and give information on entire portfolio totals. |
Company:
Bicentennial Software, LLC
Date
Released: 16-05-2005
Program
Size:
3523 KB
License: Shareware
Platform: Win98,WinME,WinNT 4.x,Windows2000,WinXP,Windows2003
|
|
| |
- |
| |
WebCab Portfolio (J2EE Edition)
|
|
| |
| Apply the Markowitz Theory and CAPM to construct the optimal portfolio with/without asset weight constraints with respect to the risk, return or investors utility function. Also Performance Eval, interpolation, analysis of Efficient Frontier and CML. |
Company:
WebCab Components
Date
Released: 26-09-2004
Program
Size:
14859 KB
License: Demo
Platform: Win95,Win98,WinME,WinNT 4.x,Windows2000,WinXP,Windows2003,Unix,Linux,AS/400,OS/2,Mac OS X
|
|
| |
- |
| |
WebCab Portfolio (J2SE Edition)
|
|
| |
| Apply the Markowitz Theory and CAPM to construct the optimal portfolio with/without asset weight constraints with respect to the risk, return or investors utility function. Also Performance Eval, interpolation, analysis of Efficient Frontier and CML. |
Company:
WebCab Components
Date
Released: 26-09-2004
Program
Size:
7031 KB
License: Demo
Platform: Win95,Win98,WinME,WinNT 4.x,Windows2000,WinXP,Windows2003,Unix,Linux,AS/400,OS/2,Mac OS X
|
|
| |
- |
| 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 |
New
