Software Listing: Portfolio

	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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	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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	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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	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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	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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	Magic Charts | License: Demo |
	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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	Wall Street Analyzer | License: Freeware |
	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... Download and test it! It's free.. Publisher: F.D. Collin & M. Van de Reyd| Date: 14-04-2002 | Size: 1966 KB
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	StockTick - Stock Ticker | License: Shareware |
	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!. Publisher: IndigoWind| Date: 01-06-2004 | Size: 1291 KB
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	OT Mobile Chart | License: Freeware |
	Away from your PC and need to check your investments? Want to have the market indices always under control? Want to track your favorite stocks from your cell phone? This free software gives you access to your financial quotes on your mobile, anytime and anywhere.This simple yet powerful tool for traders allows you to be in touch with financial quotes on your mobile phone. This powerful portfolio manager and charting tool on your mobile will allow you to analyze your stocks with charts and update to the latest prices. Comprising a simple interface all you have to do is fill your portfolio with one or more ticker symbols and you are provided with the required quotes. Publisher: Optimal Trader| Date: 13-03-2008 | Size: 43 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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	BREAKTRU STOCKWATCH | License: Freeware |
	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.. Publisher: BREAKTRU SOFTWARE| Date: 10-08-2003 | Size: 656 KB
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	StockQuoter | License: Shareware |
	StockQuoter is a portfolio manager and downloader for intraday, end of day and historical stock quotes. Download free historical stock, currency, index and mutual fund data from yahoo for your lists of tickers. The generated data is compatible with most charting and technical analysis software. No more monthly charges, start today and get your quotes for free. StockQuoter allows you also to manage your portfolio offline.. Publisher: biu software| Date: 05-06-2004 | Size: 3971 KB
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	Finance Action | License: Freeware |
	The right alternative to online stock watch. Finance Action includes for free a portfolio manager and a user-friendly charting tool. Main Features:  - Stop And Reverse (SAR)   - Bollinger Bands   - MACD   - RSI   - Stochastic   - Moving averages (simple, weighted, exponential)   - And much more…. Publisher: Sapitech SARL| Date: 16-11-2005 | Size: 3366 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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	Catfood Quote | License: Shareware |
	Catfood Quote tracks your stock portfolio easily from the Windows taskbar. A taskbar icon updates to indicate the performance of your stocks - you can see at a glance if your portfolio is up or down for the day. Hover your mouse over the icon and a tooltip will display the last sale price for your stocks. Double-click the icon to access full quote information. Quotes are pulled automatically from the Amex, London Stock Exchange, Nasdaq, NYSE and Toronto Stock Exchange markets. New markets can easily be added by downloading Catfood Quote service files from our website. Catfood Quote is free to use without automatic updates. Publisher: Robert Ellison| Date: 21-02-2004 | Size: 810 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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	DAXA-Chart Privat | License: Freeware |
	DAXA-Chart Privat is a freeware German program for analyzing and charting shares and portfolio management. Powerful yet easy to use, it is supplied with an initial database of 120 German stocks. Download further stockmarket price updates from our homepage for free.. Publisher: Vermögensberatung Martin Iwersen| Date: 01-01-2005 | Size: 685 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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	a2 flash slideshow photo-gallery editor | License: Demo |
	Simplifies and accelerates the work of webdesigner, creates in a lightning and easily stunning multimedia Flash Slideshow, Photo-gallery, Portfolio totally customizing, ready for web with: Preloading, Miniatures, Buttons, Transitions, Animated effects, Roll-over, Actionscript etc. ready to use, for an involving and incomparable user experience. The large templates variety and graphic libraries ready to use and the .Fla files source, allow a total customization, up to the creation of own templates conformed to any layout necessity. A2 Editor Flash is the ideal Software for the webdesigner, it helps to: Save time, Cut costs, have soon best results. Publisher: AFLASHSOFT| Date: 03-02-2006 | Size: 24000 KB
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	MarketBrowser | License: Freeware |
	Search and Analyze stocks, futures and indices. Create, monitor and backtest your portfolio using PC desktop.. Publisher: FEDSignal Online| Date: 21-09-2004 | Size: 446 KB
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	WebCab Portfolio for .NET | License: Demo |
	3-in-1: .NET, COM and XML Web service implementation of 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. Utility Functionality included: Interpolation - Cubic spline and general polynomial interpolation procedures to assist in the study of the Efficient Frontier SolveFrontier - Solve the Efficient Frontier with respect to the risk, return, or the investors utility function. Publisher: WebCab Components| Date: 26-09-2004 | Size: 4687 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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	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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	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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	Fund Manager - Personal | License: Shareware |
	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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	Stator-AFM (Professional) | License: Demo |
	Advanced financial portfolio management software designed for traders and investors. Easily monitor trading and investing activities for a wide range of trading instruments and markets. Create and manage an unlimited number of portfolios and sub-portfolios which is perfect for System traders (mechanical or discretionary). Advanced position sizing algorithms allow you to size each trade in accordance with sound risk and reward management objectives. Full control over stop loss and targets allow you to be in control no matter what the market conditions. Update price data for free using our online price update feature, link contract notes and files to each trade, maintain a trading journal/diary, plus many more exciting features. Publisher: Anfield Capital Pty Ltd| Date: 22-04-2007 | Size: 15979 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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	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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