Software Listing: Investment Portfolio

	Personal Portfolio Manager | License: Shareware |
	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. PPM analyzes the performance of individual securities and complete portfolios. It downloads current and historic stock prices from the internet.. Publisher: OWL Software| Date: 25-02-2003 | Size: 1474 KB
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	SmartFolio Professional Edition | License: Shareware |
	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 utilized by SmartFolio have only emerged in the last few years. Many are therefore not to be found in other commercial products. SmartFolio will help you solve a variety of practical tasks including: - Advanced Portfolio Optimization - Asset Performance Ranking - Risk-Reward Analysis and Efficient Frontier - Portfolio Risks Analysis (VaR and CVaR) - Target Shortfall Probabilities Analysis - Minimization of Transaction Costs. Publisher: Modern Investment Technologies Ltd.| Date: 28-09-2007 | Size: 8940 KB
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	Portfolio Performance Monitoring | License: Shareware |
	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.. Publisher: Excel Business Tools| Date: 12-04-2002 | Size: 134 KB
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	Portfolio Optimization | License: Shareware |
	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. The ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions.. Publisher: Excel Business Tools| Date: 12-04-2002 | Size: 120 KB
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	Investment Analysis Software | License: Shareware |
	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. You can also determine current and future net worth and income streams to make informed investment and retirement planning decisions.. Publisher: softSWOT| Date: 24-03-2003 | Size: 38 KB
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	Portfolio Evaluator + | License: Shareware |
	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. It allows you to evaluate the performance year-to-date or from initial purchase. It is also a handy tool to assist you in selecting a "sell" point. Stock and mutual fund information may be downloaded from the Internet or obtained from publications to keep the forms up-to-date and assist you by providing an easy way to track and evaluate your investment performance Printouts are professional looking and may be used by financial planners as well as individuals to track report specific stock, bond, and mutual fund investments. Publisher: Bent Tree Software| Date: 05-05-2001 | Size: 1204 KB
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	Investment Studio | License: Shareware |
	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. Download and parse quotes on any format, anywhere. Freely mix different currencies and markets; back-test, optimize and compare complex, multi-asset portfolio strategies.. Publisher: InvestmentStudio.com| Date: 17-12-2002 | Size: 4404 KB
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	RORICX - Rate of Return Calculator | License: Shareware |
	Calculates the Rate of Return and Net Gain for your portfolio (investment, real estate, rental, etc.) Any time intervals, positive/negative RoR, regular contribution programs, individual transactions, combined (overall) portfolios, verification window for line-by-line review, graph, report, online help.. Publisher: Lapides Software Development inc.| Date: 23-06-2004 | Size: 605 KB
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	XeCheck Personal Finance (Deluxe) | License: Shareware |
	Need personal finance software that is packed with tools, yet EASY to use? XeCheck 7.0 is your answer. Get all the features of a store bought product for a lot less,VOICE COMMANDS included. Download your statements with one password. With over 4,000 banks, credit cards, brokerages and other financial institutions participating, downloading your banking, credit card, and investment information directly into XeCheck makes it easy for you to manage your finances. XeCheck can even download your statements automatically. Manage over 18 types of accounts (checking, savings, credit card, loans, investment, 401(k), etc). Publisher: Versure Inc.| Date: 03-10-2006 | Size: 9272 KB
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	FREE Quick Quote | License: Freeware |
	FREE Quote Watchlist Software for over 50 exchanges worldwide. Keep track of your trades with this easy to use quote watchlist tool, data feeds are free so you can monitor your trades with zero cost. Quick Quote enables you to monitor your trading/investment portfolio with auto-refresh capabilities, this leaves you in better control as you are constantly updated with your portfolio movements. Extending upon the capabilities of Quick Quote is our range of affordable, portfolio management software programs which enable you to manage and analyse your trading activities like never before. Publisher: Anfield Capital Pty Ltd| Date: 22-04-2007 | Size: 2622 KB
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	Money Organizer Deluxe | License: Shareware |
	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.. Publisher: PrimaSoft PC| Date: 03-12-2002 | Size: 4000 KB
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	Portfolio Fundamentals + | License: Shareware |
	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. This program shows in one table the majority of fundamental information you can obtain from the Wall Street Journal, Investor's Business Daily and online sources so that you can keep an accurate weekly record of a given stock's performance. You can use a single page for each stock to track the stocks performance or use it to list and track your entire portfolio. Printouts are professional looking and may be used by financial planners as they assist clients in keeping individual stock portfolio records. Publisher: Bent Tree Software| Date: 05-05-2001 | Size: 1202 KB
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	Trade eQualizer | License: Demo |
	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. It does this based on the average dollar amount that you wish to invest in each trade. By auto-calculating the appropriate position size for each stock in a portfolio, it achieves a fine balance where the potential for each stock to strike a set dollar target or stop loss is equal. Having the ability to set a fixed dollar target, and stop-loss amount which works equally well for every stock in a portfolio has countless trading advantages as you will discover with the use of this unique application. Publisher: IGM systems Ltd.| Date: 04-12-2005 | Size: 23705 KB
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	Investment Portfolio Management | License: Demo |
	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. Publisher: OTrader Software| Date: 01-01-2006 | Size: 15543 KB
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	Variable Investment Analyst | License: Shareware |
	Variable Investment Analyst calculates profit, periodic total return, cumulative total return, average annual total return, internal rate of return (IRR), capital gain, buy/sell prices, and other statistics. Creates many different types of charts. Creates 5 different types of basis worksheets for capital gains calculations. Imports/exports data to/from many other applications. Particularly useful for investments with multiple cash flows, such as mutual funds, 401k plans, annuities, and partnerships, but is also helpful for bank and savings accounts, CD's, stocks, bonds, etc. Virtually all the most important information needed to make investment decisions is presented on one easy to read screen. Publisher: Horizon Software| Date: 27-06-2003 | Size: 250 KB
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	Pikker | License: Shareware |
	Dynamic portfolio rotation trading system backtesting. Matrix calculations of a list of securities over a date range allow for stock or fund rotation through a portfolio, as well as an entire new category of "Market Breadth" indicators, and new methods of analysis and trading. Pikker will test your trading ideas the way you really trade... portfolio rotation of multiple securities selected from an unlimited collection of available securities. With Pikker, now you can back-test your system on ALL of your historical securities data at once! Test your trading system on historical data for multiple securities simultaneously. Publisher: Emporium Software| Date: 22-06-2003 | Size: 5164 KB
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	StockWrap Express Charts | License: Freeware |
	StockWrap Express Charts is a free stock and analysis program with 100+ indicators, tools and 50,000 stock codes, covering almost every exchange on the planet. It also has free live data updates, portfolio manager and scanning manager. Version 1.0.4 added new indicators and fixed some bugs.. Publisher: StockWrap| Date: 01-01-2007 | Size: 0 KB
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	Stock Quotes for Smartphone | License: Shareware |
	Stock Quotes for Smartphone is an easy-to-use application for modern mobile platform. It allows you to monitor stock quotes information provided by Yahoo in real time. Besides, you can view news relevant to the selected stock, set customizable alerts, search for ticker and get company summary information by its stock symbol. Stock Quotes for Smartphone consists of 4 main views: portfolio, stock, news and alerts. Control your stocks while you work or while you are mobile. Stock quotes are grouped into portfolios. You can have unlimited number of portfolios. Stock Quotes for Smartphone provides the main information for the selected portfolio: base and current cost and gain. Publisher: OLSOFT| Date: 12-21-2005 | Size: 1046 KB
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	Investment and Business Valuation | License: Shareware |
	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. Furthermore, the step-by-step input flow makes usage straightforward, gaining quick results to drive decision-making.. Publisher: Excel Business Tools| Date: 12-04-2002 | Size: 156 KB
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	Stock Quotes for Pocket PC | License: Shareware |
	Stock Quotes for Pocket PC is an easy-to-use application for modern mobile platform. It allows you to monitor stock quotes information provided by Yahoo in real time. Besides, you can view news relevant to the selected stock, set customizable alerts, search for ticker and get company summary information by its stock symbol. Stock Quotes for Pocket PC consists of 4 main views: portfolio, stock, news and alerts. Control your stocks while you work or mobile. Stock quotes are grouped into portfolios. You can have unlimited number of portfolios. Stock Quotes for Pocket PC provides the main information for the selected portfolio: base and current cost and gain. Publisher: OLSOFT| Date: 05-12-2005 | Size: 3241 KB
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	TraderXL Pro | License: Shareware |
	All-in-one investment solution for Microsoft Excel. TraderXL Package includes the following products: AnalyzerXL, DownloaderXL, BulkquotesXL, RTQuotesXL, OptionsXL, PortfolioXL, BacktestingXL, PredictorXL and ClassifierXL. AnalyzerXL is a library of 161 technical analysis functions, indicators and experts. You can automatically build charts for functions with numeric outputs, create and manage macros. Wizard greatly simplifies the procedure of calculation and improves the speed of building trading systems. DownloaderXL downloads free historical stock, index and mutual fund data into Microsoft Excel spreadsheets from Yahoo Finance. Publisher: OLSOFT| Date: 09-07-2008 | Size: 5945 KB
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	WebCab Portfolio (J2SE Edition) | License: Demo |
	Apply the Markowitz Theory and Capital Asset Pricing Model (CAPM) to analyze and construct the optimal portfolio with/without asset weight constraints with respect to Markowitz Theory by giving the risk, return or investors utility function; or with respect to CAPM by given the risk, return or Market Portfolio weighting. Also includes Performance Evaluation, extensive auxiliary classes/methods including equation solve and interpolation procedures, analysis of Efficient Frontier, Market Portfolio and CML.. Publisher: WebCab Components| Date: 26-09-2004 | Size: 7031 KB
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	Investment Growth RateCalculator | License: Shareware |
	If you have any type of investments or stocks, you may often wish to know the real rate at which your money is growing. This calculator calculates the compound interest rate based on dates of all your previous investments and the current balance. By knowing the growth rates for different periods of time, you may decide to fine-tune your investment strategy. In addition, the calculator provides account management by storing multiple account information with reminders. The account can be assigned in any currency. Find the consolidated account balance in any currency. These features will make the calculator useful for long-term usage. Publisher: Vidyasoft Applications| Date: 20-06-2004 | Size: 5508 KB
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	Real Estate Notebook | License: Shareware |
	Real Estate Notebook, created by Bicentennial Software, LLC, is a stand alone database driven, real estate analysis program that enables the user to save and compare critical information regarding properties that he or she is looking to purchase and/or may already own. Real estate investors will appreciate Real Estate Notebook’s ability to immediately calculate many items critical to the proper evaluation of a property including the monthly mortgage payment, mortgage amortization, straight-line depreciation, capitalization rate, and, most importantly, the return on investment (ROI). Since many of these variables can be affected by the number of rental units contained in a particular property, Real Estate Notebook enables the user to enter an unlimited number of units for each property along with each unit’s separate rental rate. Publisher: Bicentennial Software, LLC| Date: 16-05-2005 | Size: 3523 KB
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	Retirement Investment Required + | License: Shareware |
	Program Description: RETIREMENT INVESTMENT REQUIRED This program is a version of a program that will show you how much you need to invest monthly to reach retirement goals. It will run under Win 95, 98, Me, NT4, XP, & 2000. Have you called the Social Security Hotline (1-800-772-1213) to verify your estimated monthly SS benefit so that you can evaluate the monthly shortfall you may experience? This program calculates the amount of money required to provide a given monthly income at retirement with or without withdrawing capital, which, when added to your Social Security monthly benefit, will show your condition. Publisher: Bent Tree Software| Date: 05-05-2001 | Size: 1212 KB
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	Financial Analysis - standard | License: Demo |
	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. Powerful tool for every financial professional or investor.. Publisher: bnb-software| Date: 20-08-2002 | Size: 3712 KB
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	SLInvest | License: Shareware |
	SLInvest is used to evaluate the financial profitability and efficiency of investment projects. A lot of financial operations imply several payments in the process of carrying out a project instead of a single payment at certain time. For example, when buying a bond, the investor receives income in the form of yearly coupon payments, but he also gets some income when he sells this bond at its market price at the moment of selling. In order to determine how profitable this investment is, the investor has to evaluate its profitability in comparison to other possible investment projects. SLInvest allows you to calculate main financial indicators of investment projects (NPV, NFV, IRR), which makes it possible to choose the most optimal and profitable investment. Publisher: Stochastic Lab| Date: 06-10-2005 | Size: 604 KB
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	Horizon Investment Analyst | License: Shareware |
	Horizon Investment Analyst calculates profit, periodic total return, cumulative total return, average annual total return, internal rate of return (IRR), capital gain, buy/sell prices, and other statistics. Creates many different types of charts. Creates 5 different types of basis worksheets for capital gains calculations. Imports/exports data to/from many other applications. Particularly useful for investments with multiple cash flows, such as mutual funds, 401k plans, annuities, and partnerships, but is also helpful for bank and savings accounts, CD's, stocks, bonds, etc. Virtually all the most important information needed to make investment decisions is presented on one easy to read screen. Publisher: Horizon Software| Date: 07-04-2004 | Size: 3497 KB
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	Personal Finances + | License: Shareware |
	Program Description: This program is a compendium of 8 personal finance type programs. They include: 1. Anpenpay.EXE - This program demonstrates the length of time an annuity or a pension payout will last conditioned on the amount of monthly payments to you and the interest that will be earned on the balance. 2. Autoloan.EXE - These calculators may be used to compare loan types, proposed "deals" and periods of financing as well as the effects of various interest rates. 3. Finastmt.EXE - This is a standard personal financial statement that is widely accepted in by banking and mortgage lender institutions. Publisher: Bent Tree Software| Date: 07-05-2001 | Size: 1327 KB
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	Instant Analyst Excel 2007 | License: Shareware |
	Real Estate Investment Software by Realty Analytics LLC - Real estate software for the analysis of commercial and residential income properties. Real estate development software for commercial, subdivision and condominium projects. Powerful and user friendly real estate investment software for the savvy investor.. Publisher: Realty Analytics L.L.C.| Date: 29-12-2007 | Size: 3215 KB
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