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Software Listing: Mutual Funds
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ESQuotes
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License:
Shareware |

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Powerful Excel workbook for stocks & mutual funds. Quotes directly from Internet with no downloads or conversions. Manage stocks & mutual funds your way. Stealth quote interface uses simple & familiar =functions(). Works with all proxy servers.Example workbook with spreadsheets show how to dynamically update market price, change, volume, high/low price, date, and time. Excel calculates gain/loss, value and much much more..
Publisher: Gilmore Software Development, Inc.|
Date:
03-03-2001 | Size: 1246 KB |
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QuoTracker
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License:
Shareware |

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QuoTracker is a tool which facilitates the monitoring and tracking of your investment in global stock markets and US/Can. mutual funds. It collects and connects information (chart, quote, news, profile etc.) from different free Internet services, puts everything onto an easy-to-glance Explorer-like interface, and lets you access them quickly at your mouse-click. QuoTracker is loaded with features and customization options..
Publisher: Sunnymoon Consulting|
Date:
30-06-2002 | Size: 6149 KB |
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Fund Manager - Personal
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License:
Shareware |

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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
updates from the internet. Fund Manager makes tax time a breeze, and
offers many graphing and reporting options that allow investors to
conveniently get an insight into how well their investments are
performing.
Publisher: Beiley Software|
Date:
31-01-2005 | Size: 1792 KB |
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Portfolio Evaluator +
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License:
Shareware |

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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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Fund Manager - Advisor
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License:
Shareware |

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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
updates from the internet. Fund Manager makes tax time a breeze, and
offers many graphing and reporting options that allow investors to
conveniently get an insight into how well their investments are
performing.
Publisher: Beiley Software|
Date:
31-01-2005 | Size: 2810 KB |
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Stock Quotes Pro
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License:
Shareware |

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Stock Quotes Pro is a software utility that allows you instantly download end-of-day historical quotes of stocks, indices and mutual funds publicly traded in US, Canada and international markets. It produces quotes output in a customizable ASCII format which makes historical stock quotes data compatible with most spreadsheet, charting and technical analysis software packages like MetaStock, SuperCharts, Omega TradeStation, Microsoft Excel and others..
Publisher: Ashkon Technology LLC|
Date:
19-08-2007 | Size: 569 KB |
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Fund Manager - Professional
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License:
Shareware |

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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
updates from the internet. Fund Manager makes tax time a breeze, and
offers many graphing and reporting options that allow investors to
conveniently get an insight into how well their investments are
performing.
Publisher: Beiley Software|
Date:
31-01-2005 | Size: 1813 KB |
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Optimal Trader
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License:
Shareware |

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Trading software for stocks, ETF's, currencies, mutual funds and indices! Optimal Trader combines technical analysis with artificial neural networks and modern adaptive signal processing. Most indicators have been improved with new technology. A large database with stocks, mutual funds and indices is available for free.
Features:
*Optimal Trader's Combined Analysis Model merges the buy and sell signals of the active models into a single buy or sell signal. The Combined Analysis Model produces more stable trading signals than trading signals from single models.
*Pick winning stocks or funds with the Portfolio Scan feature based on your criteria and neural network forecasting.
Publisher: Optimal Trader|
Date:
04-12-2007 | Size: 3344 KB |
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Magic Charts
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License:
Demo |

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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!.
Publisher: Magic Potion|
Date:
01-02-2003 | Size: 4996 KB |
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CharTTool
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License:
Shareware |

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CharTTool is an advanced stock charting software that instantly allows you to display several technical charts of stocks, mutual funds or indices. Intraday and end-of-day stock charting is available. The list of technical indicators includes Bollinger bands, price channels, moving averages, fast and slow stochastic oscillators, relative strength index, MACD, trading volume and others. You may print multiple charts, export historical stock quotes, overlay charts for different equities and store stock chart sessions in stock symbol list files..
Publisher: Ashkon Technology LLC|
Date:
05-11-2007 | Size: 1100 KB |
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ITLocus Charting
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License:
Shareware |

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IT Locus Charting is an advanced charting application for graphical analysis of financial and stock market.
It supports any number of windows with an arbitrary number of charts of stocks, futures, mutual funds or indices in each of them.
The list of technical indicators includes moving averages, relative strength index, MACD and others.
The charts may be saved and printed, and the historical stock quotes may be exported for independent analysis. IT Locus Charting works with end of day (EOD) data and with realtime and historical data from commercial providers.
DEMO VERSION:
The demo works with end of day data from Yahoo or intraday data from QUOTE.
Publisher: ITLocus.com|
Date:
03-03-2004 | Size: 10000 KB |
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HSQuote Stock Quote Downloader
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License:
Shareware |

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Downloads free historical end-of-day stock quotes, market indices, mutual funds, money market funds, corporate bonds and metals, on major exchanges AROUND the WORLD, in MetaStock or spread-sheet format; works with most popular technical analysis software packages. The lowest price on the Internet! Now for Only US$ 27.95. And if you order within the 14-day trial period (from within the software program), you get an extra 5% discount. So act now!.
Publisher: HSQ Digital Products|
Date:
01-12-2002 | Size: 868 KB |
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AnalyzerXL
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License:
Shareware |

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Powerful technical analysis and data downloading software for Microsoft Excel. AnalyzerXL Package includes the following products: AnalyzerXL, DownloaderXL, BulkquotesXL, RTQuotesXL, OptionsXL and PortfolioXL.
AnalyzerXL is a library of 146+ 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. AnalyzerXL’s integration with Excel provides broad opportunities.
DownloaderXL downloads free historical stock, index and mutual fund data into Microsoft Excel spreadsheets from Yahoo Finance.
Publisher: OLSOFT|
Date:
11-12-2007 | Size: 4717 KB |
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DownloaderXL Pack
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License:
Shareware |

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Powerful stock quotes downloading software for Microsoft Excel. DownloaderXL package includes the following products: DownloaderXL, RTQuotesXL, OptionsXL and PortfolioXL. DownloaderXL downloads free historical stock, index and mutual fund data into Microsoft Excel spreadsheets from Yahoo Finance. Historical data goes back at least 15 years and is available for exchanges of USA, Canada, UK, Germany, France, Italy, Australia, New Zealand, India and more countries. DownloaderXL easily builds charts. RTQuotesXL downloads free 15-minutes delayed and fee-based real-time quotes for stocks, indexes, options, mutual funds, financial futures, commodity futures and other securities from Yahoo Finance and PCQuote.
Publisher: Franz AG|
Date:
01-11-2006 | Size: 1792 KB |
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World Stock Charts
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License:
Freeware |

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World Stock Charts is a complete solution for Charting and Tracking Stocks, Funds and Indices with over 50 Forms of Technical Analysis built into it.
Using data freely available on the internet World Stock Charts can function with 49 Exchanges from 27 Countries.
World Stock Charts comes with Unlimited watchlists and a comprehensive Accounts Manager allowing for an unlimited number of portfolios to be created with the ability to track both long or short positions.
The Charting area is able to display over 50 different indicators with the added ability to add an Index's to a chart.
No End of Day or Intraday data source is needed.
Publisher: Qwill Ltd|
Date:
16-07-2005 | Size: 5430 KB |
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Analyzer XL Pack
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License:
Shareware |

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Technical Analysis in Microsoft Excel. 146 indicators and experts. Free download real and historical stock quotes from USA, Europe, and Canada into Excel spreadsheets. Mutual funds, corporate bonds, Major USA Market Indices, Major World Indices are downloadable into Microsoft Excel spreadsheets. Daily, weekly and monthly quotes into one Excel spreadsheets. Quotes refresh. The best way to start technical Analysis for the beginner.
AnalyzerXL's seamless integration with Excel provides opportunities for customization that are just not possible with competing software packages. With knowledge of VBA, traders can easily develop custom indicators and experts in a fraction of the time it would take with other software.
Publisher: Franz AG|
Date:
30-10-2006 | Size: 2427 KB |
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My Funds
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License:
Shareware |

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My Funds is a program for managing checking and savings accounts, their transactions and balances. Both Real and Settled balances are shown. The real balance reflects the balance for all transactions, while the settled balance reflects the balance for only settled transactions. The settled check box next to each transaction makes it easy to reconcile the balance with the account's statement. My Funds can also manage multiple accounts..
Publisher: Jeffrey Surry|
Date:
09-03-2003 | Size: 2484 KB |
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TraderXL Pro
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License:
Shareware |

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All-in-one technical analysis 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 146+ 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:
24-09-2007 | Size: 5828 KB |
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DownloaderXL
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License:
Shareware |

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Powerful stock quotes downloading software for Microsoft Excel. DownloaderXL package includes the following products: DownloaderXL, RTQuotesXL, OptionsXL and PortfolioXL.
DownloaderXL downloads free historical stock, index and mutual fund data into Microsoft Excel spreadsheets from Yahoo Finance. Historical data goes back at least 15 years and is available for exchanges of USA, Canada, UK, Germany, France, Italy, Australia, New Zealand, India and more countries. DownloaderXL easily builds charts.
RTQuotesXL downloads free 15-minutes delayed and fee-based real-time quotes for stocks, indexes, options, mutual funds, financial futures, commodity futures and other securities from Yahoo Finance and PCQuote.
Publisher: OLSOFT|
Date:
20-04-2006 | Size: 3838 KB |
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Variable Investment Analyst
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License:
Shareware |

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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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OmniValue
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License:
Shareware |

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OmniValue is an advanced and easy to use application for managing financial assets. All types of assets including stocks, mutual funds, bonds, and bank accounts can be managed in the same OmniValue document. In an OmniValue document assets are organized into portfolios which are owned by an owner. An asset is described by defining transactions such as buy, sell, dividend, or a split. Financial metrics such as market value, gain/loss, cash flow, investment, return, and ROI are automatically calculated at all levels of an OmniValue document, both as numbers and as graphs.
OmniValue supports price updates from quote servers on the Internet.
Publisher: Milliplex|
Date:
15-09-2004 | Size: 2439 KB |
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IRA Tracker
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License:
Shareware |

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Track your IRA stock and mutual fund information and history to see how it has historically performed, based on your monthly/quarterly/yearly input. Allows you to enter e-mail and website information for each stock/fund administrator. Enter the stock/fund ticker (market symbol) and IRA Tracker will link you to Internet for the current share price.
Once your data has been entered, it may be charted with the various charts available in the program. Chart by value, number of shares, or share price, on a monthly, quarterly, or yearly basis. You can even define your own charts!.
Publisher: ALMSys, Inc.|
Date:
03-04-2008 | Size: 6716 KB |
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Horizon Investment Analyst
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License:
Shareware |

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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 +
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License:
Shareware |

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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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Money Manager
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License:
Shareware |

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Take control of your budget with Money Manager. This personal budget software allows you to manage checking, savings, credit cards, loans, debt accounts. You can even create your own account types! Money Manager takes control over your bills and shows you when they should be paid. Create recurring transactions that are generated automatically at the proper time. Define and use transaction templates to quickly create transactions that recur at irregular intervals. Password protect your data files with 128-bit encryption to prevent unauthorized access to your financial information. Download your transactions from your financial institutions and import them into Money Manager from Quicken Interchange files (qif).
Publisher: Sprika Software|
Date:
20-02-2008 | Size: 3149 KB |
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Widdly
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License:
Freeware |

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Widdly is a tool for technical analysis charting and financial analysis of stocks, indicies, macroeconomical data, currencies, funds and more.
Widdly makes downloading and importing data from any given data source an easier task than ever.Widdly is the first free financial analysis tool with a focus on sharing and collaboration between users. Publish your analysis or browse others and recieve comments and ratings..
Publisher: widdly|
Date:
15-01-2007 | Size: 292 KB |
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Personal Stock Monitor GOLD
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License:
Shareware |

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Personal Stock Monitor Gold enables the active investor to quickly research, track, chart, and trade stock market securities including stocks, bonds, ETFs, options and mutual funds within the privacy of a personal desktop Windows application.
Personal Stock Monitor Gold can monitor securities from most major markets worldwide. It features: managing of multiple accounts simultaneously; intraday and historical charts supporting candle, line and OHLC types with a library of 33 technical analysis indicators including SMA, MACD, RSI, Money Flow, Bollinger Bands, Momentum, among others; chart annotations; asset allocation charts; watchlists; a complete transaction register supporting buy, sell, dividend, reinvested dividend, share transfers, return of capital, sell short, buy to cover and split transaction types; options chains retrieval and live trading for US securities through supported brokerage partners; unrealized gain or loss calculations on a lot by lot, ticker and portfolio basis; capital gains reports; expression based alerts to email or mobile phones; data exchange with Quicken(tm), Microsoft Money(tm) and Metastock(tm); feeding of live ticker data into Microsoft Excel(tm) for user created analysis; user-defined asset classes; drag and drop Internet bookmarks; an interactive tutorial; a currency table and converter; a light weight stock ticker bar; a per ticker news headlines view; custom view layouts with up to 49 fundamental data fields including symbol, price, gain, volume, spread, bid x ask, 52 week high and low, P/E ratio, EPS, dividend, yield, beta, market cap, and others; quick access to online research including EDGAR and finance.
Publisher: DTLink Software|
Date:
03-06-2008 | Size: 5039 KB |
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MLDownloader
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License:
Shareware |

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Downloads recent and historical quotes for any and all stocks in 30+ markets worldwide and writes them in the industry standard Metastock ® format [any version]. Technical Analysts’ "must have". Data is compatible with TradesStation, Elliot Wave Analyzer, Omni Trader and all the other industry favorites. A one-time fee of €59.95 qualifies any and all to reliable, split adjusted, historical and recent EOD quotes from 1990 to date. Cut your costs! No more monthly data bills for a service that is only less than what MLDownloader will deliver! A one-time fee, no more! 30+ markets worldwide, including US [all], UK, Canada, Germany, Italy, France! Not just US alone! Just read what our customers say about MLDownloader! Try it for free for 14 straight days! Or buy it right now, online, with your credit card.
Publisher: Trading-Tools.com|
Date:
14-04-2004 | Size: 2626 KB |
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DataBull - download quotes
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License:
Shareware |

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DataBull is a comprehensive downloader for historical, end-of-day and intraday data. DataBull directly passes the data into your TA-software. DataBull allows you to download data from over 50 international exchanges. This breadth of financial data was heretofore either unavailable to the individual investor, or required a serious monthly financial commitment to secure.
With DataBull, you can download an unlimited amount of data. All downloads can be scheduled. In one click DataBull downloads, converts and passes the data into your TA-software at high speed.
DataBull writes the data automatically and directly to your TA-software without using other data converters.
Publisher: USEC International|
Date:
-83-2004 | Size: 10549 KB |
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DataBull - download stock stock quotes
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License:
Shareware |

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DataBull is a comprehensive downloader for historical, end-of-day and intraday data. DataBull directly passes the data into your TA-software. DataBull allows you to download data from over 50 international exchanges. This breadth of financial data was heretofore either unavailable to the individual investor, or required a serious monthly financial commitment to secure.
With DataBull, you can download an unlimited amount of data. All downloads can be scheduled. In one click DataBull downloads, converts and passes the data into your TA-software at high speed.
DataBull writes the data automatically and directly to your TA-software without using other data converters.
Publisher: USEC International|
Date:
-83-2004 | Size: 10549 KB |
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Universal
Explorer
Powerful windows
explorer file
manager and
viewer.
Disk
Size Manager
Analyses
hard disk space and collects statistics.

Web
Data Mining
Extract
information from web. Download tools, data grabber.

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