Software: Portfolio Analysis

 
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Portfolio analysis and optimization software

SmartFolio Professional Edition 1.0.2

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,...

14.9 MB shareware 05 March, 2008
Portfolio Optimization template

Portfolio Optimization 1.0

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...

138.7 KB shareware 05 March, 2008
The portfolio monitoring model for Excel.

Portfolio Monitoring 1.0

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,...

131.8 KB shareware 05 March, 2008
Charting, backtesting, portfolio management.

Wall Street Analyzer 1.25

Wall Street Analyzer is an advanced technical analysis charting system for financial markets, that will help you trading and take beter investment decision. It provides a broad set of technical analysis indicators (up to 30) + indicators builder...

2.0 MB freeware 05 March, 2008
Portfolio manager for shareholders

AkMan Portfolio Manager 3.22

The portfolio manager 'AkMan' is a simple and flexible management and analysis utility for shareholders and investors. Every portfolio you want to manage is saved in a portfolio data file. Like in a card-index cabinet, you create a 'card'...

1.1 MB shareware 05 March, 2008
Markowitz Theory and CAPM: Optimal portfolio

WebCab Portfolio (J2SE Edition) 4.2

Apply the Markowitz Theory and Capital Asset Pricing Model (CAPM) to analyze and construct the optimal portfolio with/without asset weight constraints with respect to Markowitz Theory by giving the risk, return or investors utility function; or...

6.9 MB demo 05 March, 2008
Markowitz Theory and CAPM: Optimal portfolio

WebCab Portfolio (J2EE Edition) 4.2

Apply the Markowitz Theory and Capital Asset Pricing Model (CAPM) to analyze and construct the optimal portfolio with/without asset weight constraints with respect to Markowitz Theory by giving the risk, return or investors utility function; or...

14.5 MB demo 05 March, 2008
Portfolio Performance Monitoring template

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....

95.4 KB shareware 05 March, 2008
Portfolio manager and stock quote downloader.

StockQuoter 2.0.1

StockQuoter is a portfolio manager and downloader for intraday, end of day and historical stock quotes. Download free historical stock, currency, index and mutual fund data from yahoo for your lists of tickers. The generated data is compatible...

683.0 KB shareware 05 March, 2008
Portfolio management and analysis.

Personal Portfolio Manager 7.0.2

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...

1.4 MB shareware 05 March, 2008
This is a streaming multi-portfolio managemen

Quote Vision 1.20

This is a streaming multi-portfolio management program that can help you manage all your equity investment. Quote Vision delivers delayed market information and users can set portfolio refresh time for Quote Vision to bring you up to minute market...

5.0 MB shareware 05 March, 2008
Delphi Component for Markowitz Theory

WebCab Portfolio for Delphi 4.2

Delphi add-in Component and XML Web service implementation offering the application of the Markowitz Theory and Capital Asset Pricing Model (CAPM) to analyze and construct the optimal portfolio with/without asset weight constraints with respect to...

2.7 MB demo 05 March, 2008
Stock option strategy analysis

OptionsOracle 1.4.0

OptionsOracle is a free tool for stock options strategy analysis. It is a powerful tool that allows testing of different options strategies using real-time options&stock-market information. The tool provides an easy interface to build a...

1.4 MB freeware 15 November, 2008
.NET Component for Markowitz Theory and CAPM

WebCab Portfolio for .NET 4.2

COM enabled .NET Component and XML Web service implementation offering the application of the Markowitz Theory and Capital Asset Pricing Model (CAPM) to analyze and construct the optimal portfolio with/without asset weight constraints with respect...

2.6 MB demo 05 March, 2008
Stock portfolio for Excel.

StockWatch 3.5

Create a portfolio with this spreadsheet for Excel 97 or better. Enter your past and present stock holdings. See your gains and losses at a glance. Get on-line quotes.

656.9 KB freeware 05 March, 2008
Portfolio Performance Monitoring template

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....

103.5 KB shareware 05 March, 2008
Stock portfolio for Excel

BREAKTRU STOCKWATCH 4.2

Create a portfolio with this spreadsheet for Excel 97 or better. Enter your past and present stock holdings. See your gains and losses at a glance. Get on-line quotes from: CNN.com Quicken.com Quote.com NASDAQ.com PC Quote.com Toronto...

654.3 KB freeware 05 March, 2008
Create a portfolio to standout from the crowd

Electronic Career Portfolio 1.3

Tried the old resume and it just didn't work? Not getting yourself notices among all the other applicants? Models, Actors and Artist have long had portfolios to display their talents and previous works. Now you to can have this same valuable tool....

7.5 MB shareware 05 March, 2008
Stock portfolio manager.

PlexStock 1.1

Stock Portfolio Manager. It provides quotes, and allows notification based on user's predefined rules.

8.6 MB shareware 05 March, 2008
Share, Option and CFD Portfolio Management

Portfolio Management 4.1.14

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...

15.2 MB demo 10 September, 2008
Software 1-20 of 100
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