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Optimal Portfolio Software

 

 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
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 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
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 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
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 WebCab Portfolio for .NET 

 
 
.NET, COM and XML Web service implementation of Markowitz Theory and the CAPM to construct the optimal portfolio with/without asset weight constraints with respect to the risk, return or investors utility function. Company: WebCab Components 
Date Released: 26-09-2004 
Program Size:
2617 KB
License: Demo
Platform: Win95,Win98,WinME,WinNT 4.x,Windows2000,WinXP,Windows2003
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 Optimal Trader 

 
 
Stock Analysis Software with cutting edge technology. Optimal Trader offers technical analysis based on neural networks and modern signal processing. A large database with stocks, mutual funds, ETF's and indices is available for free. 30 days trial! Company: Optimal Trader 
Date Released: 22-09-2007 
Program Size:
3344 KB
License: Shareware
Platform: 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
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 WebCab Portfolio for Delphi 

 
 
3-in-1: Delphi, COM and XML Web service implementation of Markowitz Theory and the CAPM to construct the optimal portfolio with/without asset weight constraints with respect to the risk, return or investors utility function. Incl. Perform Eval. Company: WebCab Components 
Date Released: 26-09-2004 
Program Size:
4687 KB
License: Demo
Platform: Win95,Win98,WinME,WinNT 4.x,Windows2000,WinXP,Windows2003
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 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
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 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
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 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
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 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
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 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
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 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
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 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
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 CVaR Expert 

 
 
This program will allow to manage your portfolio risk in a comprehensive way. With CVaR Expert you can analyze the Value at Risk, Beta VaR, Component VaR and Conditional Value at Risk measures for multicurrency stock portfolios. Company: Rho-Works 
Date Released: 10-05-2003 
Program Size:
1834 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000
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 Financial Analysis - standard 

 
 
Financial Analysis is a software product that even in it`s most basic standard edition offers great possibilities for evaluating business or portfolio performances. This easy to use program gives you results rich both in numerical as in graphic presentations. Company: bnb-software 
Date Released: 20-08-2002 
Program Size:
3712 KB
License: Demo
Platform: Windows
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 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
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 Portfolio Manager 

 
 
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. Company: Rellik Software 
Date Released: 21-08-2008 
Program Size:
2521 KB
License: Shareware
Platform: WinXP,Windows2000,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
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 MobFinance 

 
 
With Mobfinance, an investor can monitor his entire portfolio by retrieving stock quotes and live charts showing intraday, weekly and 12 month graphs through Internet directly from your mobile phone anywhere at any time.. Company: IMOBLIFE.COM 
Date Released: 28-10-2006 
Program Size:
96 KB
License: Shareware
Platform: Symbian
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 Magic Charts 

 
 
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 preferdownload the charts files from our website)We have charts of the following markets:USUS mutual funds, ETF's and iSharesCanadaUnited KingdomEuropeWe send our sample portfolio everyday, so it is easy to see how we getsuch good results on our portfolio, we did +102% in 2001!. Company: Magic Potion 
Date Released: 01-02-2003 
Program Size:
4996 KB
License: Demo
Platform: Windows
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 Wall Street Analyzer 

 
 
Wall Street Analyzer is a free charting software that helps you manage and analyze stocks and futures with unique features. Testing your systems with a detailed HTML report of the operations and the final return, Screener (Custom reports), Indicators builder, Portfolio manager, Quotes' update by the net. Company: F.D. Collin & M. Van de Reyd 
Date Released: 14-04-2002 
Program Size:
1966 KB
License: Freeware
Platform: Windows
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 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
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 StockTick - Stock Ticker 

 
 
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!. Company: IndigoWind 
Date Released: 01-06-2004 
Program Size:
1291 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 4.x,Windows2000,WinXP
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 StockQuoter 

 
 
StockQuoter is a portfolio manager and downloader for intraday, end of day and historical stock quotes. The generated data is compatible with most charting and technical analysis software. No more monthly charges. Get your quotes for free. Company: biu software 
Date Released: 05-06-2004 
Program Size:
3971 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 4.x,WinXP,Windows2000
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 Optimal Desktop -Mobile Edition 

 
 
Carry your desktop, bookmarks, RSS feeds, Internet passwords and zip application on USB drives. Optimal Desktop's 3D tabbed browser is installed on USB drives and launches on any windows based PC giving you the same desktop on any PC. Company: Optimal Access, Inc. 
Date Released: 11-05-2006 
Program Size:
9394 KB
License: Shareware
Platform: Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000,WinXP,Windows2003
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 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
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 Catfood Quote 

 
 
Catfood Quote tracks your stock portfolio from the Windows taskbar - you can see at a glance if your portfolio is up or down for the day. Quotes are pulled from the Amex, LSE, Nasdaq, NYSE and TSE markets. Company: Robert Ellison 
Date Released: 21-02-2004 
Program Size:
810 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000
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 Optimal Shopping List Maker 

 
 
Quickly prepare orders and shopping list, sort list by any order, find shops with best price. Can print shopping list, send by e-mail or send for mobile phone. You can add new products or categories to program database. Company: Zu-Fi Software 
Date Released: 02-01-2007 
Program Size:
2785 KB
License: Shareware
Platform: Win98,WinME,WinNT 4.x,Windows2000,WinXP,Windows2003
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 DAXA-Chart Privat 

 
 
DAXA-Chart Privat is a freeware German program for analyzing and charting shares and portfolio management. It is supplied with an initial database of 120 German stocks. Download further stockmarket price updates from our homepage for free. Company: Vermögensberatung Martin Iwersen 
Date Released: 01-01-2005 
Program Size:
685 KB
License: Freeware
Platform: Win95,Win98,WinME,WinNT 4.x,Windows2000,WinXP
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 Finance Action 

 
 
The right alternative to online stock watch. Finance Action includes for free a portfolio manager and a user-friendly charting tool.. Company: Sapitech SARL 
Date Released: 16-11-2005 
Program Size:
3366 KB
License: Freeware
Platform: Windows2000,WinXP,Windows2003
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 Garmonic colors 

 
 
Professional tool for developing harmonious colors. Take the colors from picture and embed them to the site color model. Find colors that will be optimal view with a logo. Generated palette is an optimal for human eye perception. Company: Utlity Advance 
Date Released: 05-02-2006 
Program Size:
48 KB
License: Freeware
Platform: Win95,Win98,WinME,WinXP,WinNT 3.x,WinNT 4.x,Windows2000,Windows2003
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