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Portfolio Performance Monitoring 1.0
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Excel Business Tools |
| 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. |
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Platform: Windows |
Business
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Type: Shareware |
Cost: $22.00 US
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Size: 117 K
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Released: Jan 01, 2005 |
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Download:
http://www.excelbusinesstools.com/download/portmon.zip
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Keywords: Wealth, stocks, bonds, shares, market |
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Portfolio Performance Monitoring 1.0
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Business Spreadsheets |
| The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations. |
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Platform: Windows, Mac OS X, Mac OS X 10.4, Mac OS X 10.5 |
Business
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Type: Shareware |
Cost: $22.00 US
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Size: 103 K
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Released: Dec 01, 2006 |
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Download:
http://www.business-spreadsheets.com/download/portmon.zip
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Keywords: Financial, investments, assets, personal, performance |
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CuteTrader - Portfolio Builder/Analyzer 1.1
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IGM systems Ltd |
| CuteTrader Portfolio Builder/Analyzer: A tedious but vital trading task now made very simple. Build a robust globally diversified portfolio weighted in favor of the leading industry sectors. Control your risk and attain success, through balanced region and sector diversity. Includes hundreds of tradable international stocks. Import, analyze and modify your current portfolio. Download and update the data for thousands of stocks absolutely FREE! |
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Platform: Windows |
Business
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Type: Demo |
Cost: $59.95 US
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Size: 25839 K
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Released: Aug 15, 2006 |
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Download:
http://www.cutetrader.com/bin/Sectorizer1i.exe
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Keywords: Technical analysis, trading, diversified, portfolio, sector |
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SmartFolio 3
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Modern Investment Technologies Ltd |
| 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. |
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Platform: Windows |
Business
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Type: Shareware |
Cost: $599.00 US
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Size: 11676 K
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Released: Jun 21, 2008 |
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Download:
http://smartfolio.fileburst.com/download/smartfolio_pe_install.exe
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Keywords: Investment management, portfolio analysis, risk analysis, value-at-risk, asset ranking |
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Investment Portfolio Management 4.1.14
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OTrader Software |
| 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. |
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Platform: Windows |
Business
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Type: Demo |
Cost: $197.00 US
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Size: 15543 K
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Released: Jan 01, 2006 |
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Download:
http://www.otrader.com.au/dloads/OTrader4.exe
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Keywords: Share Portfolio Management, Option Portfolio Management, CFD Portfolio Management, Option Pricing Calculator |
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Portfolio Optimization 1.0
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Business Spreadsheets |
| The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. Results display action required and probability analysis through Monte Carlo simulation |
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Platform: Windows, Mac OS X, Mac OS X 10.4, Mac OS X 10.5 |
Business
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Type: Shareware |
Cost: $18.00 US
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Size: 110 K
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Released: Dec 01, 2006 |
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Download:
http://www.business-spreadsheets.com/download/portopt.zip
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Keywords: Allocation, fund, management, sharpe, ratio |
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Portfolio Optimization 1.0
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Excel Business Tools |
| 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. |
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Platform: Windows |
Business
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Type: Shareware |
Cost: $18.00 US
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Size: 138 K
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Released: Jan 01, 2005 |
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Download:
http://www.excelbusinesstools.com/download/portopt.zip
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Keywords: Risk, optimal, weightings, return, capital |
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Magic Charts 2.7beta2
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Magic Potion |
| Tool to follow the stock market using Point and Figure charts. Get a full set of updated Point and Figure charts every day in your mailbox and select easily which stock to buy and sell with the new Buy the Winner view. Comes with build in portfolio. |
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Platform: Windows |
Business
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Type: Demo |
Cost: $49.00 US
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Size: 7782 K
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Released: Aug 26, 2003 |
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Download:
http://www.magiccharts.com/download/mchart.exe
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Keywords: Etf, ishares, email service, stock picking tools, easy |
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DAXA-Chart Privat 5.67
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Vermögensberatung Martin Iwersen |
| 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. |
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Platform: Windows |
Business
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Type: Freeware |
Cost: $0.00 US
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Size: 685 K
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Released: Nov 15, 2005 |
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Download:
http://www.daxa-chart.de/daxchart.exe
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Keywords: Free, Freeware, Shareware, Software, Download |
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StockTick - Stock Ticker 2005
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IndigoWind |
| Free stock market ticker and portfolio manager to securely track your stocks and trades. Real time and international quotes included in stock ticker. Full featured with no limitations. Use as long as you like. |
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Platform: Windows |
Business
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Type: Shareware |
Cost: $24.95 US
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Size: 1291 K
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Released: Oct 28, 2004 |
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Download:
http://www.indigowind.com/iw/st2005.exe
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Keywords: Stock ticker, free stock ticker, free stock market ticker, ticker, portfolio manager |
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Pikker 1.1.6
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Emporium Software |
| Dynamic portfolio rotation trading system backtesting. Matrix calculations of a list of securities over a date range allow for stock rotation through a portfolio, and a new category of "Market Breadth" indicators. 55 technical indicators are included (and more in the works), as well as a large number of mathematical functions, all of which can be combined to create specific trading rules and screening criteria. |
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Platform: Windows |
Business
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Type: Shareware |
Cost: $25.00 US
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Size: 5164 K
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Released: Jun 22, 2003 |
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Download:
http://www.emporium-sw.com/files/pikkr.exe
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Keywords: Portfolio trading, stock trading software, system testing, trading system, system backtesting |
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Personal Stock Monitor GOLD 5.5.3
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DTLink Software |
| Personal Stock Monitor Gold is a live stock ticker tape, multi-currency portfolio manager and advanced research assistant for individual investors that provides delayed, real-time and streaming quotes, news and charts from around the world. |
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Platform: Windows |
Business
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Type: Shareware |
Cost: $49.95 US
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Size: 3795 K
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Released: Sep 27, 2005 |
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Download:
http://www.personalstockmonitor.com/cgi-bin/linkmgr/2/psm553g.exe
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Keywords: Stock, options, funds, charts, historical |
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BREAKTRU STOCKWATCH 4.1
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BREAKTRU SOFTWARE |
| 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 |
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Platform: Windows |
Home & Hobby
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Type: Freeware |
Cost: $0.00 US
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Size: 654 K
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Released: Jul 16, 2005 |
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Download:
http://breaktru.com/stock.zip
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Keywords: Monitor, excel, spreadsheet |
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Financial Analysis - standard 2.17
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bnb-software |
| Financial Analysis is a software product that even in it`s basic standard edition offers great possibilities for evaluating business or portfolio performances. This easy to use program gives you results rich in numerical and graphic presentation. |
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Platform: Windows |
Business
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Type: Demo |
Cost: $98.00 US
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Size: 3712 K
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Released: Aug 20, 2002 |
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Download:
http://www.bnb-software.com/software/FinAnSt.EXE
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Keywords: Business, industry, performances, report, analysis |
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Personal Stock Streamer 7.1.2
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DTLink Software |
| Personal Stock Streamer is an advanced real-time portfolio management system that provides investors with up-to-the-minute securities data, research and analysis capabilities. Features include: real-time streaming quotes; multiple portfolios; real-time portfolio value calculation; streaming and historical charts with technical analysis; advanced alerts; multi-currency support; data exchange support; news headlines; advanced extension system. |
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Platform: Windows |
Business
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Type: Freeware |
Cost: $0.00 US
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Size: 4467 K
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Released: Sep 27, 2005 |
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Download:
http://www.personalstockstreamer.com/goalTracker/stream_download.php/1
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Keywords: Scripting, end-of-day, tracker, gain, invest |
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101Quote 1.0
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TickQuest Inc. |
| 101Quote is an easy to use free intraday stock market quote tool. Integrated with portfolio tracking, customizable display settings, export to Excel and friendly with firewall and corporate networks, it is a must have for all market participants. |
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Platform: Windows |
Business
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Type: Freeware |
Cost: $0.00 US
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Size: 1277 K
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Released: Jun 12, 2001 |
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Download:
http://www.tickquest.com/101Quote/index.html
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Keywords: MS Excel, Microsoft Excel, quote, internet quote, finance |
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Money Organizer Deluxe 2.5
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PrimaSoft PC |
| 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. |
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Platform: Windows |
Home & Hobby
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Type: Shareware |
Cost: $65.00 US
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Size: 9500 K
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Released: Oct 31, 2005 |
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Download:
http://www.primasoft.com/deluxe/mno.exe
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Keywords: Money, account, bank, organize |
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TeamTrade 1.08
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TeamTrade |
| TeamTrade provides Portfolio management and Technical Analysis for the stockmarket. |
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Platform: Windows |
Business
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Type: Freeware |
Cost: $0.00 US
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Size: 124 K
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Released: Apr 25, 2005 |
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Download:
http://www.teamtrade.com.au/TeamTrade.zip
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Keywords: Equity, Intraday, TeamTrade, Technical, Charting |
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LeadingReporter 1.0.2
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Computer Systems Odessa |
| Keep the illustrated record of meetings, trips, seminars and other important events in pro-looking photo reports. Use LeadingReporter to document your business practice and create portfolio of documents and presentations about your best projects, deals, successful seminars and their results.Take a picture of the board and explain key points in LeadingReporter.
Comment photos to keep facts fresh in your mind. |
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Platform: Windows |
Design & Photo
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Type: Shareware |
Cost: $149.00 US
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Size: 5829 K
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Released: Jan 19, 2005 |
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Download:
http://conceptdraw.fileburst.com/Trial/Reporter/LeadingReporter/Leadin
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Keywords: Seminar report, trip report, business portfolio, photo-reports, presentations |
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Stock Explorer 2.7
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Wintops Software |
| StockExplorer is an explorer-like portfolio manager and research browser tool for online investors and day traders to perform research on stocks & commodities on the Internet. |
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Platform: Windows |
Business
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Type: Shareware |
Cost: $29.95 US
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Size: 926 K
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Released: Jul 09, 2003 |
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Download:
http://www.stockxp.com/wintops/download/stockxp2003.exe
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Keywords: Quotes, investment, browser, explorer, reaseach |
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XLQ 4.1
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QMatix |
| XLQ is a stand alone C++ application, which delivers live, intraday and historic worldwide stock market data for use in xlq, xlqCompanion, MS Excel or via other programs or programming languages through a COM interface.
More than 300 formulae available.
XLQ allows you to maintain a portfolio or perform personalized in-depth stock analysis the way you want, in the format you want and with the tools you want. |
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Platform: Windows |
Business
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Type: Shareware |
Cost: $79.00 US
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Size: 5886 K
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Released: Apr 14, 2009 |
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Download:
http://www.qmatix.com/Downloads/xlqInstall41.exe
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Keywords: Trade, historic, qmatix, index, option |
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Stock Quotes for Smartphone 1.0.6.0
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OLSOFT |
| Stock Quotes and Chart for Smartphone. Control your stocks while you work or while you are mobile. Besides, you can view news relevant to the selected stock, set customizable alerts, search for ticker and get company summary information. |
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Platform: Windows, Handheld/Mobile Other |
Business
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Type: Shareware |
Cost: $9.95 US
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Size: 1046 K
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Released: Dec 21, 2005 |
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Download:
http://www.sqmbl.com/Stock_Quotes_Smartphone.msi
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Keywords: Windows mobile, pocket, stock chart, Stock quotes, investment portfolio |
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Quotes Manager 1.0
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Dingir Sol. |
| Quotes Manager offers you advanced charting features for Symbol's data. It gives you the flexibility of more than 125 indicators, each fully customizable and configurable. It quick-links you to deeper analysis pages of Yahoo! Finance or Reuters. Its RSS feed aggregator helps you to stay tuned with the latest news on your portfolio titles. Quotes Manager also features a very advanced simulator for training your forecasting skills. |
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Platform: Windows |
Business
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Type: Freeware |
Cost: $0.00 US
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Size: 12061 K
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Released: Nov 02, 2006 |
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Download:
http://www.quotes-manager.com/files/setup.exe
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