Investment Tracking System - Enterprise Edition 2.1
The enterprise edition allows the investor to manage many different portfolio's. Financial reporting is done at the portfolio and portfolio management level. This system is excellent for any one that would like to manage two or more portfolio's and have the ability to report on all finances that they manage. A couple could both enter their portfolio's separately but have the reports select information from both portfolio's for reporting.
Expert Investor 5.22
The classical Markowitz-Sharpe optimization model for investment portfolios finally gets applicable in practice. This software will allow you to import market data, define groups of assets, specify legal and market constraints and then find the optimum portfolio composition. Expert Investor identifies and plots the set of feasible investment portfolios, the diversification "umbrella-graph", the optimum investment frontier and the...
Price: USD $499.95;
License: Shareware (Free to Try)
File Size: 1064 KB;
Platform: Windows 95, Windows, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
SmartFolio 3
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 analytics with a user-friendly, intuitive interface, perfectly suited to any level of expertise and experience.Most of the mathematical algorithms...
Price: USD $599.00;
License: Shareware (Free to Try)
File Size: 11676 KB;
Platform: Windows Me, Windows, Windows NT, Windows 2000, Windows XP, Windows Vista
Portfolio Performance Monitoring 1.0
The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations. Roll over of the model and archiving of transactions...
Price: USD $22.00;
License: Shareware (Free to Try)
File Size: 117 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
Portfolio Performance Monitoring 2.0
The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations. Roll over of the model and archiving of transactions...
Price: USD $22.00;
License: Shareware (Free to Try)
File Size: 97 KB;
Platform: Windows XP, Windows 98, Windows 2000, Mac OSX
Investment Studio 1.1
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...
Price: USD $9.95;
License: Shareware (Free to Try)
File Size: 4354 KB;
Platform: Windows, Windows 95, Windows 98, Windows Me, Windows NT, Windows XP
Personal Portfolio Manager 7.0.5
The OWL Personal Portfolio Manager (PPM) was rated the best portfolio management software by the Financial Times (London) and Securities Research Company Ltd (New Zealand). This powerful, yet easy to use, portfolio management and technical analysis system is used by individual investors and money managers on five continents. Completely redesigned, PPM is now even more powerful but just as easy to use.
PPM eliminates the drudgery of...
Price: USD $69.00;
License: Shareware (Free to Try)
File Size: 1510 KB;
Platform: Windows, Windows 95, Windows 98, Windows Me, Windows NT, Windows XP
Smart Investor's Calculator for Palm OS 1.0
Smart Investor's Calculator (SIC) allows users to find optimal investment portfolios through solving allocation problems with the selected criterion and restrictions on shares of investment in each instrument\group. In other words, SIC helps investors to find investment portfolios that, maximize returns and limit risks.
A user may choose to maximize a pre-tax or post-tax rate of return on a portfolio, subject to restrictions, which reduce the...
Price: USD $16.00;
License: Shareware (Free to Try)
File Size: 0 KB;
Platform: Palm OS 3.0, Palm OS 3.1, Palm OS 3.2
Smart Investor's Calculator for Pocket PC 1.0
Smart Investor's Calculator (SIC) allows users to find optimal investment portfolios through solving allocation problems with the selected criterion and restrictions on shares of investment in each instrument\group. In other words, SIC helps investors to find investment portfolios that, maximize returns and limit risks.
A user may choose to maximize a pre-tax or post-tax rate of return on a portfolio, subject to restrictions, which reduce the...
Price: USD $16.00;
License: Shareware (Free to Try)
File Size: 0 KB;
Platform: Windows CE
Investment Analysis Software 10 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...
Price: USD $58.00;
License: Shareware (Free to Try)
File Size: 38 KB;
Platform: Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
StockMarketEye 2.2.0
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 with dynamic stock charts. See the performance of all of your investments at a glance with the investment tracking overview. Find ticker symbols with...
Price: USD $24.95;
License: Shareware (Free to Try)
File Size: 4646 KB;
Platform: Windows XP, Windows Vista, Windows NT, Windows 2003, Windows 2000
Portfolio Evaluator + 1.2
This program is a version of a form that will assist you in tracking your investments. It will run under Win 95, 98,Me. NT4, XP, & 2000. This program tracks your investment's performance for stocks, bonds, mutual funds, etc. It allows you to evaluate the performance year-to-date or from initial purchase. It is also a handy tool to assist you in selecting a "sell" point. Stock and mutual fund information may be downloaded from the...
Price: USD $8.00;
License: Shareware (Free to Try)
File Size: 1203 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000
Variable Investment Analyst 6.00
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,...
Smart Investor's Calculator for Windows OS 1.0
Smart Investor's Calculator (SIC) allows users to find optimal investment portfolios through solving allocation problems with the selected criterion and restrictions on shares of investment in each instrument\group. In other words, SIC helps investors to find investment portfolios that, maximize returns and limit risks.
A user may choose to maximize a pre-tax or post-tax rate of return on a portfolio, subject to restrictions, which reduce the...
Price: USD $16.00;
License: Shareware (Free to Try)
File Size: 0 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000
Real Estate Notebook 2.21
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...
Price: USD $49.95;
License: Shareware (Free to Try)
File Size: 3518 KB;
Platform: Windows 98, Windows, Windows Me, Windows NT, Windows 2000, Windows XP
