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Software Listing: Share Portfolio Management

 

 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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 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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 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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 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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 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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 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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 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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 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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 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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 TheShareTracker | License: Shareware |

 
  The Share Tracker is a software program to track your stock market purchases and sales. Keep your portfolio under control using our easy to use program. Create custom reports of all your stocks. Our easy to use interface makes it simple to track your share market progress..

Publisher:
Information Packaging| Date: 16-02-2006 | Size: 932 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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 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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 Fund Manager - Advisor | 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: 2810 KB
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 ConceptDraw Project Mac | License: Shareware |

 
  ConceptDraw Project 4 project management software is designed to efficiently plan and track a number of projects simultaneously and to accurately allocate and manage any identified resource used in any of the projects being managed. Project 4 represents project data in a clear visual manner, displaying a color-coded representation of resource usage; as well as highlighting any possible areas of resource misalignment for easy identification. Convenient tabular project interface provides quick navigation between projects and different status views, making it easier to supervise each individual project as well as all the projects in the manager’s portfolio.

Publisher:
Computer Systems Odessa| Date: 30-10-2007 | Size: 17041 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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 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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 Fund Manager - Professional | 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: 1813 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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 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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 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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 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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 SHAREManager | License: Freeware |

 
  Use SHAREManager to quickly add, update or remove network shares in a standard way across your Windows network. Remove admin shares - or add them to make network management easier. Limit access to specific users or groups, defining the access type allowed. Use parameters in share names to apply a standard share naming convention across your network - for example, use this to apply a consistent hidden share naming approach. SHAREManager is a free tool that works either by itself or complementing our award winning centralised storage management tool, SPACEWatch Pro..

Publisher:
Sharpeware Ltd| Date: 11-09-2005 | Size: 2103 KB
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 FREE Trade Position Size Calculator | License: Freeware |

 
  This is FREE Money Management software designed to calculate trade position sizes according to various money management models. The software is free to use and utilises several highly successful position sizing formula techniques. This software is ideal for all investors and traders who wish to start using advanced portfolio management techniques to become more efficient, profitable traders. Position sizes which are included in the software are: Fixed Percent Risk, Float Percent Units, Fixed Units, Fixed Dollar and more. This software application is simple to use, and enables you to calculate the most optimal position size whilst taking into account your desired tolerances for risk.

Publisher:
Anfield Capital Pty Ltd| Date: 22-04-2007 | Size: 121 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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 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 from: CNN.com, Quicken.com, Quote.com, NASDAQ.com, PC Quote.com, Toronto (TSX), Yahoo India, Yahoo Hong Kong, Yahoo Deutschland.

Publisher:
BREAKTRU SOFTWARE| Date: 18-06-2008 | Size: 3829 KB
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 Vertabase Pro | License: Shareware |

 
  Gain control and visibility with Vertabase Pro project management software. It is intuitive, enterprise software that's easy to use - for you and your whole team. Designed to give non-project management experts powerful tools to organize and improve their projects. Vertabase Pro is a great, painless, alternative to MS Project or Microsoft Project Server. A more robust alternative to project collaboration tools like Basecamp. From a recent review: "Vertabase Pro is an excellent example of what project management software should be. Its highly customizable reports, well-thought out features and overall depth make it a comprehensive online project management tool.

Publisher:
Vertabase Project Management Software| Date: 07-07-2006 | Size: 9765 KB
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