SmartFolio 3
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...
Price: USD $599.00;
License: Shareware (Free to Try)
File Size: 11676 KB;
Platform: Windows Me, Windows, Windows NT, Windows 2000, Windows XP, Windows Vista
Portfolio Performance Monitoring 1.0
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. Roll over of the model and archiving of transactions...
Price: USD $22.00;
License: Shareware (Free to Try)
File Size: 117 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
Portfolio Performance Monitoring 2.0
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. Roll over of the model and archiving of transactions...
Price: USD $22.00;
License: Shareware (Free to Try)
File Size: 97 KB;
Platform: Windows XP, Windows 98, Windows 2000, Mac OSX
Investment Tracking System - Enterprise Edition 2.1
The enterprise edition allows the investor to manage many different portfolio's. Financial reporting is done at the portfolio and portfolio management level. This system is excellent for any one that would like to manage two or more portfolio's and have the ability to report on all finances that they manage. A couple could both enter their portfolio's separately but have the reports select information from both portfolio's for reporting.
Expert Investor 5.22
The classical Markowitz-Sharpe optimization model for investment portfolios finally gets applicable in practice. This software will allow you to import market data, define groups of assets, specify legal and market constraints and then find the optimum portfolio composition. Expert Investor identifies and plots the set of feasible investment portfolios, the diversification "umbrella-graph", the optimum investment frontier and the...
Price: USD $499.95;
License: Shareware (Free to Try)
File Size: 1064 KB;
Platform: Windows 95, Windows, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
BREAKTRU STOCKWATCH 4.1
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
Price: USD $0.00;
License: Freeware
File Size: 654 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003
StockWatch 7.4
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, MoneyCentral.com, Toronto (Yahoo), Yahoo India, Yahoo Hong Kong, Yahoo Deutschland
Price: USD $0.00;
License: Freeware
File Size: 3835 KB;
Platform: Windows XP, Windows Vista, Windows 98, Windows 2000
DownloaderXL 5.9.8
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,...
Price: USD $49.95;
License: Shareware (Free to Try)
File Size: 3838 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003
NeoTicker EOD 2.8
NeoTicker EOD is an advanced investment tool with intraday quotes, animated tickers, portfolio tracking and programmable technical analysis stock charting. Many drawing tools. Over 120 indicators. Open multiple charts with user grouping and allow mixing multiple timeframes. Excel automation. Read free Internet stock and mutual fund data, TC2000, Metastock, CSI, ASCII formats. Formula VBScript JavaScript compatible. Windows 98, ME, NT, 2000, XP.
Investment Studio 1.1
Plan, track and analyze your investments with Investment Studio (TM)! 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 and functions 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...
Price: USD $9.95;
License: Shareware (Free to Try)
File Size: 4354 KB;
Platform: Windows, Windows 95, Windows 98, Windows Me, Windows NT, Windows XP
Unit Converter for Excel 1.1
Unit Converter for Excel is an addin for the Microsoft Excel to perform
various conversions between many types of measurement units. The units are
grouped in the following categories: Dimensions and capacity, Energy and
power, Mechanics, Hydraulics, Heat, Electricity, Magnetism, Light and sound,
Radiation.
You can also use UNITCONV formula to perform conversions.
Unit Converter for Excel works under Windows 95, Windows 98, WinMe,...
Price: USD $19.00;
License: Shareware (Free to Try)
File Size: 1130 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
Unit Converter for Excel 3.1
Unit Converter for Excel is an addin for the Microsoft Excel to perform various conversions between many types of measurement units. The units are grouped in the following categories: Dimensions and capacity, Energy and power, Mechanics, Hydraulics, Heat, Electricity, Magnetism, Light and sound, Radiation.
You can also use UNITCONV, DECIMALFEET and FRACTIONALFEET functions to perform conversions. Unit Converter for Excel works under Windows...
Price: USD $24.00;
License: Shareware (Free to Try)
File Size: 1048 KB;
Platform: Windows XP, Windows Vista, Windows NT, Windows Me, Windows 98, Windows 95, Windows 2003, Windows 2000
Portfolio Optimization 1.0
The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial 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...
Price: USD $18.00;
License: Shareware (Free to Try)
File Size: 138 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
Personal Portfolio Manager 7.0.5
The OWL Personal Portfolio Manager (PPM) was rated the best portfolio management software by the Financial Times (London) and Securities Research Company Ltd (New Zealand). This powerful, yet easy to use, portfolio management and technical analysis system is used by individual investors and money managers on five continents. Completely redesigned, PPM is now even more powerful but just as easy to use.
PPM eliminates the drudgery of...
Price: USD $69.00;
License: Shareware (Free to Try)
File Size: 1510 KB;
Platform: Windows, Windows 95, Windows 98, Windows Me, Windows NT, Windows XP
Smart Investor's Calculator for Palm OS 1.0
Smart Investor's Calculator (SIC) allows users to find optimal investment portfolios through solving allocation problems with the selected criterion and restrictions on shares of investment in each instrument\group. In other words, SIC helps investors to find investment portfolios that, maximize returns and limit risks.
A user may choose to maximize a pre-tax or post-tax rate of return on a portfolio, subject to restrictions, which reduce the...
Price: USD $16.00;
License: Shareware (Free to Try)
File Size: 0 KB;
Platform: Palm OS 3.0, Palm OS 3.1, Palm OS 3.2
