Portfolio

A collection of portfolio management components. Sharpe Model for selection of an initial portfolio is already implemented. A genetic algorithms package, also written in java, is used for the search of the best portfolio variants.

Various quantitative finance algorithms in areas related to asset allocation and portfolio simulation. Includes Black-Litterman model, State/Preferencem Interior points, and Active Set quadratic optimization.

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. Easy portfolio description in a text file. Twin project of QuotesViewer.


Platforms: Windows, Mac, Linux

R-Portfolio - breakeven optimally diversified investment portfolio.


Platforms: Mac

An advanced portfolio management software. It offers you a clear concise way of managing multiple accounts under one "umbrella." Setting up new accounts and managing the information is a snap! It offers consolidated reports, market updates, portfolio yields, accounts yields, allocation reporting,...


Platforms: Mac

** Portfolio mobile is now on all your favorite platforms. Visit the iOS AppStore to see our iPhone and iPad versions or visit us online to view our updated online web portal. ** NEW FEATURES • Reporting - Capital gains, P&L and transactions. • Categories - organize stocks from any...


Platforms: Mac

Files used in the Webinar: Build a Portfolio Analysis Production Application in MATLAB using Object-Oriented Programming Techniques.The focus of this demo is to introduce the design and development of a complete MATLAB application from concept through to completion. The GUI-based tool provides...


Platforms: Matlab

function [p, k_sum]=turnover(old,new) PURPOSE: Calculating the equal weighted portfolio turnover--------------------------------------------------- USAGE: [p, k_sum]=turnover(old,new) where: old, new are either character arrays, number arrays or cell arrays containing the tickers or CUSIPS of two...


Platforms: Matlab

To walk through the code and for a thorough description, refer toA. Meucci, (2010) "Linear versus Compounded Returns: Common Pitfalls in Risk and Portfolio Management",Latest version of code and article available at http://symmys.com/node/141


Platforms: Matlab

The code is explained in the article: Okunev, Pavel, "Fast Computation of the Economic Capital, the Value at Risk and the Greeks of a Loan Portfolio in the Gaussian Factor Model" (July 1, 2005). http://ssrn.com/abstract=758505 This implements one factor Gaussian model. [pd]=pdgs(L,w,p,LL,N) L =...


Platforms: Matlab

The code is explained in the article P. Okunev, "A Fast Algorithm for Computing Expected Loan Portfolio Tranche Loss in the Gaussian Factor Model", LBNL-57676, 2005.http://www-library.lbl.gov/docs/LBNL/576/7.../LBNL-57676.pdfFuther refinments of this algorithm are descibed in Okunev, Pavel,...


Platforms: Matlab

Category List Portfolio Page is appear on a custom page by a shortcode - [clpp-belicza]. The Category list is not text-list. It is an animated list with thumbnail icons/images and titles like a Gallery or a Portfolio page. You can setup the Category page or widget on Admin area: columns (1-4),...


Platforms: PHP

A digital asset management system designed with IT departments in mind. In short, the Portfolio Server Solution is a powerful "dashboard" for demanding creative workflows. Built on open, industry-proven technologies, it easily integrates with your existing infrastructure. Portfolio Server remains...


Platforms: Mac

Portfolio Server is web-based digital asset management software that improves efficiency by helping workgroups and organizations quickly find and use digital media. . Quickly find what you need . Efficiently manage search and usage rights info . Help others find the right files . Spend less time...


Platforms: Mac

Amateur Invest. - Invest like a Pro... Let no internet site know your private economy. - Keep your investments private! Manage all your personal finances in one program. Features include: - Portfolio/Investment Manager - Securities: stocks, bonds, mutual funds - Free current...


Platforms: Windows

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...


Platforms: Windows

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

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

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

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