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Portfolio Analysis

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SmartFolio Professional Edition

SmartFolio Professional Edition 1.0.2

Published: Jul 06, 2007
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.

Tags: Asset Allocation - Asset Management - Asset Ranking - Investment - Investment Management - Investments - Portfolio Analysis - Portfolio Management - Portfolio Optimisation - Portfolio Optimization
Price: $490.00 (Shareware) Size: 14.9 MB Site: smartfolio.com (Modern Investment Technologies Ltd.) More info Download



Portfolio Optimization

Portfolio Optimization 1.0

Published: Jul 06, 2007
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

Tags: Allocation - Analysis - Asset - Business - Capital - Excel - Fund - Management - Optimal - Optimisation
Price: $18.00 (Shareware) Size: 110 KB Site: business-spreadsheets.com (Business Spreadsheets) More info Download
Portfolio Performance Monitoring

Portfolio Performance Monitoring 1.0

Published: Jul 06, 2007
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.

Tags: Analysis - Assets - Bonds - Business - Excel - Financial - Investments - Management - Market - Money
Price: $22.00 (Shareware) Size: 104 KB Site: business-spreadsheets.com (Business Spreadsheets) More info Download
Investment Portfolio Management

Investment Portfolio Management 4.1.14

Published: Jun 16, 2006
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 tra

Tags: Cfd Portfolio Management - Option Portfolio Management - Option Pricing Calculator - Share Portfolio Management
Price: $197.00 (Demo) Size: 15.2 MB Site: otrader.com.au (OTrader Software) More info Download
Quote Vision

Quote Vision 1.2

Published: Sep 25, 2008
This is a streaming multi-portfolio management program that can help you manage all your equity investment.

Price: $35.00 (Shareware) Size: 5.2 MB Site: quotevision.net (Quote Vision) More info Download
StockQuoter

StockQuoter 2.2

Published: Sep 25, 2008
StockQuoter is a portfolio manager and downloader for intraday, end of day and historical stock quotes.

Price: $49.95 (Shareware) Size: 3.9 MB Site: flashgrabber.de (biu software) More info Download
Pikker

Pikker 1.1.6

Published: Sep 16, 2008
Dynamic portfolio rotation trading system backtesting.

Price: $25.00 (Shareware) Size: 5.0 MB Site: emporium-sw.com (Emporium Software) More info Download
Personal Portfolio Manager

Personal Portfolio Manager 7.0.2

Published: Sep 25, 2008
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).

Price: $69.00 (Shareware) Size: 1.3 MB Site: owlsoftware.com (owlsoftware.com) More info Download
TeamTrade

TeamTrade 1.06

Published: Sep 18, 2008
TeamTrade provides Portfolio management and Technical Analysis for the stockmarket.

Price: $0.00 (Demo) Size: 909 KB Site: (teamtrade.com.au) More info Download
Fund Manager - Professional

Fund Manager - Professional 8.5

Published: Jul 06, 2007
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.

Tags: Capital Gains - Charting - Investing - Mutual Funds - Portfolio Management - Reports - Stocks - Technical Analysis - Trailing Stop Loss
Price: $295.00 (Shareware) Size: 1.4 MB Site: FundManagerSoftware.com (Portfolio Management Software) More info Download
Portfolio Tracker 2008

Portfolio Tracker 2008 10.5

Published: Sep 17, 2008
Portfolio Tracker 2008.

Price: $29.95 (Shareware) Size: 15.4 MB Site: (the-portfolio-tracker.com) More info Download
Seer

Seer 1.31

Published: Jul 06, 2007
Seer is an application for the building and backtesting of stock, futures and forex trading systems. Seer is able to backtest multiple systems, with each system using a portfolio of symbols across multiple time frames using advanced position sizing.

Tags: Backtest - Backtesting - Forex - Intra-day - Investing - Investment - Portfolio Backtesting - Position Sizing - Seer - Stocks
Price: $50.00 (Demo) Size: 9.2 MB Site: seertrading.com (Seer Trading Systems Ltd) More info Download
StockWave Basic Edition

StockWave Basic Edition 1.4

Published: Mar 07, 2007
Data Analysis for Stocks and Options Trading using Monte Carlo Simulation with Charting, Technical Analysis, streaming datacapture from teletext; includes data for 800 stocks covering UK, US, EU, AUS, IND; access to tick data from web.

Tags: Charting - Monte-carlo Simulation - Options - Payoff Graph - Probability - Stocks - Streaming Datacapture - Technical Analysis - Teletext - Trading
Price: $0.00 (Freeware) Size: 34.5 MB Site: stockwavesoftware.co.uk (StockWave Software Ltd) More info Download
DownloaderXL

DownloaderXL 5.9.8

Published: Jul 06, 2007
Trading and stock quotes downloading software for Microsoft Excel. You can download historical end-of-day and real time quotes into spreadsheets. Portfolio, stock options, stock charts, intraday.

Tags: Add-in - Analysis - Average - Backtesting - Bars - Candlestick - Chart - Excel - Fund - Futures
Price: $49.95 (Shareware) Size: 3.7 MB Site: 2gmj.com (OLSOFT) More info Download
FXWitz Flash Photo Portfolio

FXWitz Flash Photo Portfolio 1.0

Published: Sep 18, 2008
Makes, Publish online, Update Your Multimedia Portfolio with the images of new works every time you desire at zero cost independently all in Flash with a few click.

Price: $0.00 (Demo) Size: 24.4 MB Site: (INNER STUDIO) More info Download
Financial Analysis - standard

Financial Analysis - standard 2.17

Published: Sep 16, 2008
Powerful tool for every financial professional or investor, offers great possibilities for evaluating business or portfolio performances.

Price: $98.00 (Demo) Size: 3.6 MB Site: bnb-software.com (bnb-software) More info Download
Advance Stock Pattern Scanner

Advance Stock Pattern Scanner 2.0

Published: Sep 16, 2008
Professsional stock analysis/screening software for Free or only $12/month.

Price: $12.00 (Shareware) Size: 28.0 MB Site: cisiova.com (Cisiova Incorporated) More info Download
Magic Charts

Magic Charts 2.7beta2

Published: Sep 16, 2008
Tool to easily follow the stock market using Point and Figure charts.

Price: $49.00 (Demo) Size: 7.6 MB Site: magiccharts.com (Magic Potion) More info Download
AnalyzerXL

AnalyzerXL 5.9.17

Published: Jul 05, 2007
Trading and stock quotes downloading software for Microsoft Excel. Library of 146+ technical analysis functions. You can download historical end-of-day and real time quotes into spreadsheets. Portfolio, stock options, stock charts, intraday.

Tags: Add-in - Analyzerxl - Backtesting - Chart - Dde - Excel Spreadsheets - Historical Quotes - Intraday - Investment - Mutual Fund
Price: $99.95 (Shareware) Size: 4.6 MB Site: 2gmj.com (OLSOFT) More info Download
StockTick - Stock Ticker

StockTick - Stock Ticker 2004

Published: Sep 25, 2008
StockTick 2004 is a free stock market ticker and portfolio manager to securely track your stocks and trades.

Price: $24.95 (Shareware) Size: 1.2 MB Site: indigowind.com (Niraj) More info Download
Fund Manager - Advisor

Fund Manager - Advisor 8.5

Published: Jul 06, 2007
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.

Tags: Capital Gains - Charting - Investing - Investment Advisor - Mutual Funds - Portfolio Management - Reports - Stocks - Technical Analysis - Trailing Stop Loss
Price: $895.00 (Shareware) Size: 2.2 MB Site: FundManagerSoftware.com (Portfolio Management Software) More info Download
Financial Link for Excel

Financial Link for Excel 1.1.8

Published: Dec 30, 2008
Financial Link is an Excel add-in that loads various financial information into Excel. Load trading quotes (price, high, low, close), financial reports (balance sheet, income statement, cash flow), analysts estimates, ratios. Track your portfolio.

Tags: Estimates - Excel - News - Price History - Stock Quotes - Stock Reports - Technical Analysis - Track Portfolio - Updating Prices
Price: $29.00 (Shareware) Size: 15.8 MB Site: xlconsulting.net (XLConsulting) More info Download
OT Mobile Chart

OT Mobile Chart 1.0

Published: Mar 09, 2008
OT Mobile Chart is a free portfolio manager and charting tool for your mobile phone. With this tool on your mobile phone you can keep track of your financial quotes, anytime and anywhere. Free!

Tags: Cell Phone - Chart - Charting - Currencies - Forex - Funds - J2me - Java - Midp - Mobile
Price: $0.00 (Freeware) Size: 44 KB Site: optimaltrader.net (Optimal Trader) More info Download
TraderXL Pro

TraderXL Pro 5.8.6

Published: Dec 15, 2005
All-in-one technical analysis solution for Microsoft Excel: 146 technical analysis functions, historical data downloads, real-time quotes, neural network-based prediction and classification. You can automatically build charts, create macros. It downl

Tags: Add-in - Analyzerxl - Backtesting - Dde - Excel Spreadsheets - Historical Quotes - Intraday - Investment - Investment Portfolio - Mutual Fund
Price: $249.95 (Shareware) Size: 3.1 MB Site: 2gmj.com (OLSOFT) More info Download
Catfood Quote

Catfood Quote 2.02.0003

Published: Sep 16, 2008
Catfood Quote tracks your stock portfolio easily from the Windows taskbar.

Price: $4.99 (Shareware) Size: 817 KB Site: catfood.net (Catfood Software) More info Download
PAM - the Pocket Asset Manager

PAM - the Pocket Asset Manager 1.0

Published: Sep 18, 2008
PAM - The Pocket Asset Manager makes updating your stock portfolio a breeze.

Price: $19.95 (Demo) Size: 74 KB Site: (synchsoftware.com) More info Download
BREAKTRU STOCKWATCH

BREAKTRU STOCKWATCH 4.3

Published: Jan 05, 2008
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, Quicken, Quote, NASDAQ, PC Quote, Toronto, Hk, India, Germany

Tags: Download - Excel - Free - Market - Monitor - Portfolio - Report - Software - Spreadsheet - Stock
Price: $0.00 (Freeware) Size: 654 KB Site: percent.breaktru.com (BREAKTRU SOFTWARE) More info Download
RORICX - Rate of Return Calculator

RORICX - Rate of Return Calculator 1.5

Published: Sep 16, 2008
Calculates the Rate of Return and Net Gain for your portfolio (investment, real estate, rental, etc.

Price: $39.95 (Shareware) Size: 652 KB Site: members.shaw.ca (Lapides Software Development inc.) More info Download
SmallStock

SmallStock 1.5 beta

Published: Sep 25, 2008
SmallStock is a FREE lightweight application that will help you to track the market and manage your portfolio and alerts, it runs as a background process on your computer and brings you real time quotes at the most convenient way, a small scrolling n

Price: $0.00 (Freeware) Size: 2.3 MB Site: softphisticated.com (SoftPhisticated) More info Download
Trade eQualizer

Trade eQualizer 1.1

Published: Dec 11, 2005
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 in a portfolio. By auto-calculating the appropriate position size for each st

Tags: Bonds - Futures - Investment - Position Size - Shares - Stocks - Trading
Price: $34.95 (Demo) Size: 23.0 MB Site: cutetrader.com (IGM systems Ltd) More info Download

Portfolio Analysis

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