Portfolio Analysis

Matrix BCG for Brand Portfolio Management and Analysis. Use the matrix BCG tool of MM4XL software to analyze the competitive and financial performance of your brand portfolio to make better business decisions in brand management. The matrix BCG is a very popular brand management tool. Its... Platforms: Windows

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

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

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

STOCK ANALYSIS: 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. Check if current price... Platforms: *nix

ProTA is state of the art market charting, technical analysis and portfolio analysis for the stock market, mutual funds, futures and options markets.ProTA Gold adds custom indicators, trade modeling, system testing, parameter optimizations and database scanning.EasyProTA delivers the world of... Platforms: Mac

Statmetrics is a free cross-platform software application providing an integrated solution for analysis and modelling of financial markets. Statmetrics combines innovative quantitative finance technology's with the traditional technical and econometric analysis methods. Statmetrics can be... Platforms: Windows, Mac, *nix, Java,Other

Version 3 features a new stock analysis database that allows you to organize your stock analyses much the same way you organize your digital music files. Create portfolios to sort parts of your analysis library into well-organized lists. Create portfolios for new stock ideas, different investment... Platforms: Mac

Version 3 features a new stock analysis database that allows you to organize your stock analyses much the same way you organize your digital music files. Create portfolios to sort parts of your analysis library into well-organized lists. Create portfolios for new stock ideas, different investment... Platforms: Windows

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

Stock Investment Guide (SIG) performs fundamental stock analysis, using the methods used by stock clubs. SIG generates buy, hold, and sell levels for the stock being analyzed. SIG can read and write standard .ssg file formats, create semi-logarithmic graphs of stock data, and perform a complete... Platforms: Mac

PolyMap is a desktop mapping program that lets you use your own data to customize the maps supplied with the program. Use the built-in spreadsheet to enter data or paste it from other Windows applications. Alternatively, you can use the import feature to bring in data from external spreadsheets,... Platforms: Windows

The Portfolio Optimization template identifies the optimal capital weightings for a portfolio of financial investments that gives the desired risk and return profile based on the correlation between individual investments. The design of the portfolio optimization model enables it to be applied... Platforms: Windows, Mac, Windows 8, Windows 7

MATLAB code for rolling style analysis in portfolio performance analysis. Platforms: Matlab

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

The Portfolio Optimization model calculates the optimal capital weightings for a basket of 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... Platforms: Windows

** 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

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,... Platforms: Matlab

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

The Portfolio Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a... Platforms: Windows