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| Portfolio Performance Monitoring - 1.0 |
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.
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| |  | | SmartFolio is an asset allocation, portfolio optimization and risk management software. Effective portfolio management requires quick and easy access to vital data, analytics, and quantified, current information. While there is no shortage of information on the web, the amount of time required to find the data can be considerable, and a high level of experience and expertise is required to make qualified decisions. SmartFolio is a highly advanced, easy to use analytical tool for assisting and... | Size: 14.9 MB License: Shareware Price: $490
Platform: Windows 2000, Windows XP | 
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|  | | Real Estate Notebook was specifically designed to help real estate investors analyze and organize investment properties. The software performs calculations crucial to property analysis including mortgage amortization, total expenses, return on investment, net operating income, depreciation and many others. Real Estate Notebook is database driven; therefore, it can store all analyzed properties for later viewing or reporting based on criteria you specify. The software includes a unique... | Size: 3.5 MB License: Shareware Price: $49.95
Platform: Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003, Windows Vista |
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|  | | Investment Analysis Software provides the capacity to easily analyze the performance of any investment. It applies basic input variables to build an investment analysis by year. Investment
performance is converted to equivalent current year values enabling the actual investment performance to be determined. Applying this approach allows comparisons to be made between different investment types. It also provides an effective means of projecting investment performance and determining the... | Size: 38.0 KB License: Shareware Price: $58
Platform: Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003, Windows Vista |
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|  | | Manage Invest is a comprehensive investment portfolio management and technical analysis software package. It can handle all types of investments, grouped into three categories: standard financial assets such as stocks and bonds; derivative financial assets like options; and physical assets like property.This system can do it all, from tracking purchases, sales, revenue and expenses through to processing dividends, distributions (incl. tax deferred income), mergers, spin-offs, bonus units... | Size: 47.5 MB License: Demo Price: $370
Platform: Windows 2000, Windows XP, Windows 2003 |
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|  | | Money Organizer Deluxe is a complete program that allows PC users to organize and manage bank accounts, investment information, online private accounts, web finance resources. For the database novice, Money Organizer's intuitive interface and ready-to-use templates make it easy to set up and use. ACCOUNT: organize checking, saving accounts. PORTFOLIO: organize your investment records. MYWEB: organize your private online accounts. WEB RESOURCES: organize online finance resources. For the power... | Size: 9.1 MB License: Shareware Price: $75
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003 |
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|  | | The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial 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 optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions. The key features of the Portfolio... | Size: 110.4 KB License: Shareware Price: $18
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Mac OS X 10.4,Mac OS X 10.5 |
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|  | | Calculates the Rate of Return and Net Gain for your portfolio (investment, real estate, rental, etc.) Any time intervals, positive/negative RoR, regular contribution programs, individual transactions, combined (overall) portfolios, verification window for line-by-line review, graph, report, online help. | Size: 605.5 KB License: Shareware Price: $39.95
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP |
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|  | | XeCheck 7 Personal finance software makes it easy for you to manage your finance.
Download and manage your banking, credit card and investment account statements form more than 5,000 financial institutions.
Manage over 18 types of accounts (checking, savings, credit card, loans, mutual funds, etc) in all major world currencies.
Its advance bill payment features allows you to schedule, pay or track any bill. XeCheck ONLINE BILL PAYMENT and TRANSFERS features can reduce or eliminate... | Size: 9.1 MB License: Shareware Price: $27.95
Platform: Windows 2000, Windows XP, Windows 2003, Windows Vista |
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|  | | 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 prices via the internet
- Historic prices
- Scrolling Stock Ticker
- Investment Advisor
- Technical Analysis
- Stock/Company data
- Full Bank section including budgetting
- Graphs, reports and much... | Size: 1.5 MB License: Shareware Price: $40
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003, Windows Vista |
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| | | 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 prices via the internet- Historic prices- Scrolling Stock Ticker- Investment Advisor- Technical Analysis- Stock/Company data- Full Bank section including budgetting- Graphs, reports and much more!Amateur Invest is a program, that... | Size: 1.5 MB License: Shareware Price: $40
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003 |
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| | | Want to be up to date with all your Google Finance portfolio courses? Tired of dependence to the internet access and affection towards to the PC? Then My Portfolio software is a need to you.To start using this software immediately you have to have internet access to the internet and valid login and password to enter your Google Finance portfolio. My portfolio software downloads info directly from Google Finance. At first, you should indicate your login and password. After updating the profile... | Size: 0 License: Freeware
Platform: Symbian |
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|  | | Take advantage of our FREE Oil & Gas Investment Calculator to analyze and evaluate investment opportunities. Enter your investment figures and instantly see your potential earnings. | Size: 132.0 KB License: Freeware
Platform: , Not Applicable |
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|  | | 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 ActiveX Scripting language. Download and parse quotes on any format, anywhere. Freely mix different currencies and markets; back-test, optimize and compare complex, multi-asset portfolio strategies. | Size: 4.3 MB License: Shareware Price: $9.95
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows XP, Windows 2000 |
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| | | This program is a version of a form that will assist you in tracking the fundamentals of your stock portfolio. It will run under Win 95, 98, Me, NT4,XP, & 2000. This program shows in one table the majority of fundamental information you can obtain from the Wall Street Journal, Investor's Business Daily and online sources so that you can keep an accurate weekly record of a given stock's performance. You can use a single page for each stock to track the stocks performance or use it to list... | Size: 1.2 MB License: Shareware Price: $8
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP |
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| | | Is your trading portfolio globally diversified and weighted in favor of the strongest industry sectors.? If not then you urgently need this new software. CuteTrader Portfolio Builder/Analyzer makes this tedious but vital trading task very simple ! Now with the aid of this powerful yet easy to use software, anyone can trade a robust properly diversified portfolio, which spans the entire globe. Take control of your risk today and attain success, through balanced global and sector... | Size: 25.2 MB License: Demo Price: $59.95
Platform: Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003 |
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|  | | Take advantage of our FREE Art Investment Calculator to analyze and evaluate investment opportunities. Enter your investment figures and instantly see your potential earnings. | Size: 132.0 KB License: Freeware
Platform: , Not Applicable |
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|  | | Take advantage of our FREE Drilling Rig Investment Calculator to analyze and evaluate investment opportunities. Enter your investment figures and instantly see your potential earnings. | Size: 132.0 KB License: Freeware
Platform: , Not Applicable |
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|  | | FREE Quote Watchlist Software for over 50 exchanges worldwide. Keep track of your
trades with this easy
to use quote watchlist tool, data feeds are free so you can monitor your trades with zero cost. Quick Quote enables
you to monitor your trading/investment portfolio with auto-refresh capabilities, this leaves you in better control as you
are constantly updated with your portfolio movements.
Extending upon the capabilities of Quick Quote is our range of affordable, portfolio... | Size: 2.6 MB License: Freeware
Platform: Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003, Windows Vista |
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| | | PortfolioTK is a stock portfolio manager that provides both accurate quantitative statistics and advanced charting. It includes overall portfolio equity curve performance with risk analysis, trade log entry supporting partial position matching of both long and short trades, and a charting database with over 35+ technical indicators. Not only that but you can use PortfolioTK's reporting features to see how your portfolio has been performing against the major benchmark indices. | Size: 5.6 MB License: Shareware Price: $37
Platform: Windows 98, Windows 2000, Windows XP, Windows 2003, Windows Vista |
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|  | | TradeTrakker is an easy-to-use, yet powerful financial portfolio management application. Whether you are new to investing or an experienced trader, TradeTrakker will help you monitor and analyze your stock and mutual fund positions, providing powerful insight into how well your investments are performing.
TradeTrakker can monitor multiple portfolios and watch lists with up to fifty different parameters, including buy & sell, gains & losses, stock splits & dividends and total portfolio... | Size: 1.3 MB License: Shareware Price: $34.95
Platform: Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003, Windows Vista |
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|  | | Track United States Savings Bond Portfolios on your Mac!
Track and price EE bonds, I bonds, E bonds, and Savings Notes issued from 1941 to today.
Free semi-annual online updates for pricing data.
Calculate redemption values for periods from May, 1992 through the current redemption period.
View cumulative or annualized interest earnings by tax year for your entire savings bond portfolio, at a glance.
Export your portfolio, with values to spreadsheets (CSV) or Quicken for Mac... | Size: 4.8 MB License: Shareware Price: $9.95
Platform: Mac OS X |
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|  | | Are your trading accounts accurate? Can you bring up your profit & loss reports in a matter of minutes, should the tax people come calling? Would you be able to show detailed records of your trades in under five minutes?
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 trade analysis.
OTrader... | Size: 15.2 MB License: Shareware Price: $197
Platform: Windows 98, Windows Me, Windows XP, Windows 2000, Windows 2003 |
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|  | | Take advantage of our FREE Tax Lien Certificate Investment Calculator to analyze and evaluate investment opportunities. Enter your investment figures and instantly see your potential earnings. | Size: 132.0 KB License: Freeware
Platform: , Not Applicable |
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|  | | 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. It does this based on the average dollar amount that you wish to invest in each trade. By auto-calculating the appropriate position size for each stock in a portfolio, it achieves a fine balance where the potential for each stock to strike a set dollar target or stop loss is equal. Having the ability to set a fixed dollar... | Size: 23.0 MB License: Shareware Price: $34.95
Platform: Windows 98, Windows NT, Windows 2000, Windows XP, Windows 2003 |
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|  | | Variable Investment Analyst calculates profit, periodic total return, cumulative total return, average annual total return, internal rate of return (IRR), capital gain, buy/sell prices, and other statistics. Creates many different types of charts. Creates 5 different types of basis worksheets for capital gains calculations. Imports/exports data to/from many other applications. Particularly useful for investments with multiple cash flows, such as mutual funds, 401k plans, annuities, and... | Size: 249.9 KB License: Shareware Price: $15
Platform: , MS-DOS |
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|  | | Take advantage of our FREE Commercial Rental Property Investment Calculator to analyze and evaluate investment opportunities. Enter your investment figures and instantly see your potential earnings. | Size: 132.0 KB License: Freeware
Platform: , Not Applicable |
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|  | | Are your investments giving you the financial security you want and need? Are you happy with your returns? Are you minimising your risk in the markets?
An effective investment strategy is all about following a proven, disciplined, well thought out plan. And Smartstock offers you all this in one easy to use software system.
It's based on Robert Lichello's best-selling book on Automatic Investment Management (or AIM). This is the same Million-copy best seller that's been in constant... | Size: 3.7 MB License: Freeware
Platform: Windows 98, Windows Me, Windows NT, Windows XP, Windows 2000, Windows 2003 |
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|  | | Let StockMarketEye help you make better investing decisions. Broaden your market view using StockMarketEye's intuitive user interface and get the information you need to make informed investment decisions.
Don't settle for websites that limit you to a handful of stocks. Don't limit yourself to just the stocks in your portfolio. Use StockMarketEye to track 10s, 100s or even 1000s of stocks efficiently!
Find the stocks you are looking for using the integrated symbol search. Get the... | Size: 6.6 MB License: Shareware Price: $20
Platform: Windows 2000, Windows 2003, Windows NT, Windows Vista, Windows XP |
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|  | | Stock Quotes for Pocket PC is an easy-to-use application for modern mobile platform. It allows you to monitor stock quotes information provided by Yahoo in real time. Besides, you can view news relevant to the selected stock, set customizable alerts, search for ticker and get company summary information by its stock symbol. Stock Quotes for Pocket PC consists of 4 main views: portfolio, stock, news and alerts.
Control your stocks while you work or mobile.
Stock quotes are grouped into... | Size: 3.2 MB License: Shareware Price: $9.95
Platform: , Pocket PC,Windows Mobile 2003 |
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