Stock Portfolio Management

Exercises and case studies for a rigorous approach to risk- and portfolio-management. This booklet stems from the review sessions of the six-day ARPM bootcamp.Contents include:Advanced multivariate statistics; copula-marginal decompositionAnnualization/projection (FFT, cumulants,...

Auge is an easy-to-use financial portfolio management application. Auge will help you monitor and analyze your stock and mutual fund positions, providing powerful insight into your entire investment 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.


Platforms: Windows, Mac, Linux

Frugal is a simple yet powerful personal finance and stock portfolio management application. It provides quick on-line stock quote and currency rate updates and easy to understand graphical and textual views of your financial situation.


Platforms: Windows, Mac, Linux

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.


Platforms: Windows

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

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

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

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

]project-open[ is an enterprise project and portfolio management system. It includes modules for resource management, time sheet management, HR, CRM, ITSM, collaboration and financials. ]po[ is built on top of OpenACS.org, an open-source Web platform featuring role-base permissions, workflows,...


Platforms: Windows, Mac, BSD, Linux

Venice is a stock market trading programme that supports portfolio management, charting, technical analysis, paper trading and genetic programming. Venice runs in a graphical user interface with online help and has full documentation.


Platforms: Windows, Mac, Linux

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

Venice is a stock market trading programme that supports portfolio management, charting, technical analysis, paper trading and genetic programming. Venice runs in a graphical user interface with online help and has full documentation.


Platforms: *nix

A photography portfolio management system that is maintained completely within a database. This system will support photo albums and sharing of images between users.


Platforms: Windows, Mac, Linux

Trading system written in Python including Quotes Management, Historical and live data, Import/Export data, Charting, Candlestick, Technical analysis, automated alerts, portfolio management, risk management, currency exchange, and much much more ...


Platforms: Windows, Mac, Linux

Projectivity is a Management Platform, combining Project Portfolio Management, Project Management, Knowledge Management and Collaboration Tools. Projectivity is a Web 2.0 application fully customizable to meet your needs, built over JEE technology.


Platforms: Windows, Mac, Linux

The Lite version is limited to 5 products (shares or funds). Sceenshots are from the unlimited version. Simple and intuitive, BoursicoteurLite was designed by its author for his own use, in order to manage portfolios as easily as possible, with the less manual downloads the better. Being daily...


Platforms: Mac

FinMetrics is MATLAB based, open source quantitative portfolio management environment. Built on concepts of bottom-up approach to application design, it allows users to define most basic, low level building blocks, e.g. assets and transactions, to be further pieced together in a higher level...


Platforms: Matlab

Stock Risk Wizard provides unique statistical and economic analysis of over 20,000 current stocks, mutual funds, and indexes. Using patented Eta Analysis, you can see the economic risks associated with a given asset. Stock Risk Wizard also shows you how much hidden economic risk is present in a...


Platforms: Windows

Stock Quote Retriever is an all-in-one integrated solution for traders. It enables you to get realtime or delayed quotes from various data providers for free. It helps you maintain investment and non investment portfolios and monitor your positions, gains/losses in realtime. It calculates your...


Platforms: Windows