Bond Portfolio
Create stock portfolio profit/loss reports and IRS Tax Schedule-D. Automated download ofyour stock trade history from Datek, AmeriTrade, or Interactive Brokers. Stores your datain MSAccess database. You can create your own reports or modify one of the existingreports. Supports export of data to...
Platforms: Windows
License: Shareware | Cost: $25.00 USD | Size: 543 KB | Download (256): TradeKeeper (Basic) Download |
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...
Platforms: Windows
License: Shareware | Cost: $25.00 USD | Size: 5.04 MB | Download (156): Pikker Download |
PlexStock is a personal Stock Portfolio Manager that supports ticker, ongoing
prices of quotes and indexes. In addition, users can set triggers to notify
via email or popup when stock price, price paid, etc. matches user's criteria.
Platforms: Windows, *nix
License: Demo | Cost: $59.95 USD | Size: 8.79 MB | Download (122): PlexStock Download |
New Features Include:
Online mutual fund updates.
Online stock history.
Online foreign currency updates.
Online foreign currency history.
Getting Started manual.
Transactions log
Advance reporting features
Enhanced taxation reporting
Foreign currency calculator
RSP analyzer
Loan...
Platforms: Windows
License: Demo | Cost: $10.00 USD | Size: 14.65 MB | Download (219): Investment Tracking System Download |
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...
Platforms: Windows
License: Shareware | Cost: $9.95 USD | Size: 4.35 MB | Download (186): Investment Studio Download |
New Features
Online mutual fund updates.
Online stock history.
Online foreign currency updates.
Online foreign currency history.
Getting Started manual.
Transactions log
The enterprise edition allows the investor to manage many different portfolio's. Financial reporting is done at the...
Platforms: Windows, Windows CE
License: Demo | Cost: $25.00 USD | Size: 20.51 MB | Download (122): Investment Tracking System - Enterprise Edition Download |
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...
Platforms: DOS, OS/2, BeOS, Palm OS, Windows, Mac, *nix, Windows CE
License: Shareware | Cost: $59.00 USD | Size: 1.62 MB | Download (186): Fund Manager Download |
PAM - The Pocket Asset Manager makes updating your stock portfolio a breeze. Either in the cradle or wirelessly connected, PAM is designed to use your existing Internet connection and efficiently retrieve stock quotes from North American exchanges.
Features
Small, fast and compact!
PAM...
Platforms: Palm OS, Windows CE
License: Shareware | Cost: $19.95 USD | Size: 74 KB | Download (210): PAM - the Pocket Asset Manager Download |
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...
Platforms: Windows
License: Shareware | Cost: $490.00 USD | Size: 8.74 MB | Download (240): SmartFolio Professional Edition Download |
SmartFolio is the most powerful asset allocation software aimed at all types of investors and investment professionals. It contains state-of-the-art portfolio optimization and risk management techniques, based on latest achievements in portfolio theory. The software combines highly advanced and...
Platforms: Windows
License: Shareware | Cost: $599.00 USD | Size: 11.81 MB | Download (226): SmartFolio Download |
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
Platforms: Windows
License: Freeware | Size: 3.75 MB | Download (391): StockWatch Download |
StockMarketEye is an easy to use stock watcher and portfolio tracker that helps you keep an eye on your investments and the stock market. Track the performance of your IRA and other investments with portfolios. Keep your eye on the market with watchlists. Gain perspective on market movement...
Platforms: Windows
License: Shareware | Cost: $24.95 USD | Size: 4.54 MB | Download (236): StockMarketEye Download |
Collaba is a multimedia server software that helps you develop your community's collaboration and communication skills through a versatile integrated platform.
It features e-mail, calendaring, forums, multimedia chat, blogs, wiki, files and documents, assignments, portfolio, bookmarks,...
Platforms: Windows, Mac, *nix, Java
License: Commercial | Cost: $0.00 USD | Size: 46.5 MB | Download (128): Collaba Download |
Venice is a stock market trading programme that supports portfolio management, charting, technical analysis, paper trading and experimental methods like genetic programming. Venice runs in a graphical user interface with online help and has full documentation. Venice runs on UNIX, including Mac...
Platforms: *nix
License: Freeware | Size: 2.7 MB | Download (160): Merchant of Venice 0.7 Download |
Finance::BeanCounter is a Perl module for stock portfolio performance functions. Finance::BeanCounter provides functions to download, store and analyse stock market data. Downloads are available of current (or rather: 15 or 20 minute-delayed) price and company data as well as of historical...
Platforms: *nix
License: Freeware | Size: 73.73 KB | Download (96): Finance::BeanCounter Download |
PortfolioTracker helps you track and manage your stock portfolio of Euronext shares in realtime (15 delay). Assess your stock positions (price, daychange, gain, gain%, value, weight%) with one command. Portfolio changes are easy maintained in a text file. Example of generated output:...
Platforms: *nix
License: Freeware | Size: 8.19 KB | Download (121): PortfolioTracker Download |
Portfolio lets individuals, workgroups, or enterprises manage digital assets in visual catalogs. Its new client/server capabilities provide fully scalable asset management for enterprises. Advanced features include scripting for unlimited automation and workflow integration, publishing catalogs...
Platforms: Mac
License: Demo | Cost: $0.00 USD | Size: 148.9 MB | Download (118): Extensis Portfolio Download |
Stock Analysis and Portfolio Review is a Comprehensive Fundamental Analysis of publicly traded companies. Graphical display of data. View up to 10 years of Sales, EPS, Price, Return, Retention Ratio, ROE, Sustainable Growth, Equity, Asset and Revenue Efficiencies. Calculate Risk vs. Reward ratio....
Platforms: Mac
License: Demo | Cost: $0.00 USD | Download (125): Stock Analysis and Portfolio Review Download |
As your portfolio grows, the influence newly purchased stocks have a smaller imact on your success as an investor when compared to the overall portfolio. It makes sense to spend time reviewing your portfolio every month.Portfolio Analysis ReviewO has some really great features, like the ability...
Platforms: Mac
License: Demo | Cost: $0.00 USD | Download (135): Portfolio Analysis Review Download |
Stock Portfolio allows you to track stock prices on the UK or US markets. You can graph stocks, download data or visit the Yahoo! Finance pages for the stock. You can track your portfolio and view your current profit (or loss!).
Platforms: Mac
License: Shareware | Cost: $0.00 USD | Download (133): Stock Portfolio Download |