Software Downloads for "Bank Investment Portfolio Software"

	Personal Portfolio Manager | License: Shareware |
	PPM is a portfolio management and stock charting system designed specifically for individual investors. It maintains complete records of capital gains, dividends and other income for tax purposes. It allows assets to be divided into different portfolios for independent tracking of IRA's, 401k's, etc. PPM analyzes the performance of individual securities and complete portfolios. It downloads current and historic stock prices from the internet.. Publisher: OWL Software | Date: 25-02-2003 | Size: 1474 KB
	-

	SmartFolio Professional Edition | License: Shareware |
	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 utilized by SmartFolio have only emerged in the last few years. Publisher: Modern Investment Technologies Ltd. | Date: 28-09-2007 | Size: 8940 KB
	-

	Money Organizer Deluxe | License: Shareware |
	Complet program that will help you organize all your finance information. Contains 4 ready to use organizers (data templates): ACCOUNT: organize account transactions. PORTFOLIO: organize and track investments. MYWEB: organize your private web accounts. ALLWEB: lists top online finance and investment resources. DESIGNER DELUXE (included) allows you to easily create your customized money organizers.. Publisher: PrimaSoft PC | Date: 03-12-2002 | Size: 4000 KB
	-

	Amateur Invest | License: Shareware |
	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 is made to be easy to use. Publisher: Simply Data | Date: 16-10-2009 | Size: 4000 KB
	-

	Portfolio Performance Monitoring | License: Shareware |
	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.. Publisher: Excel Business Tools | Date: 12-04-2002 | Size: 134 KB
	-

	SmartFolio | License: Shareware |
	SmartFolio is a state-of-the-art asset allocation 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 utilized by SmartFolio have only emerged in the last few years. Publisher: Modern Investment Technologies Ltd | Date: 21-06-2008 | Size: 11676 KB
	-

	Portfolio Optimization | License: Shareware |
	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 optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions.. Publisher: Excel Business Tools | Date: 12-04-2002 | Size: 120 KB
	-

	Investment Analysis Software | License: Shareware |
	Easily analyze the performance of any investment by applying basic input variables to build an investment analysis. Analysis generates equivalent current year values allowing comparisons between different investments and identifies investment performance spikes or dips providing a tool to maximize overall return. You can also determine current and future net worth and income streams to make informed investment and retirement planning decisions.. Publisher: softSWOT | Date: 24-03-2003 | Size: 38 KB
	-

	Active To-Do List | License: Shareware |
	To-Do List organizer tracks your tasks in an easy to use format. Quickly record as many notes as you need for each task, and organize your tasks into categories or even different to-do lists. Tasks can be set to repeat at a wide variety of intervals so repeating tasks only need to be entered once. Remind yourself with a variety of alarm options including a popup window, playing a sound, sending an email reminder, or running any program. Your to-do list can be published to your web site with the push of a button, so you can view it even while you're away from your computer. Publisher: Beiley Software | Date: 08-10-2009 | Size:
	-

	Variable Investment Analyst | License: Shareware |
	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 partnerships, but is also helpful for bank and savings accounts, CD's, stocks, bonds, etc. Publisher: Horizon Software | Date: 27-06-2003 | Size: 250 KB
	-

	Investment Studio | License: Shareware |
	Plan, track and analyze your investments. 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 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.. Publisher: InvestmentStudio.com | Date: 17-12-2002 | Size: 4404 KB
	-

	Safe Data Backup | License: Shareware |
	Safe Data Backup protects your valuable data. Easily back up your data to a CD, DVD, local drive, USB memory stick, or network drive. For extra safety, use the remote backup features to store your encrypted data offsite. Remote backup is available using either FTP or e-mail. Schedule automatic backups to run unattended, so your data always remains safely backed up. Backups can optionally store revisions of modified files and deleted files, so you can restore any earlier version of a file. Backups can even copy files currently open or locked by other applications. Publisher: Beiley Software | Date: 8-61-2009 | Size:
	-

	Portfolio Fundamentals+ | License: Shareware |
	This program is a form that will assist you in tracking the fundamentals of your stock portfolio. 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 and track your entire portfolio. Printouts are professional looking and may be used by financial planners as they assist clients in keeping individual stock portfolio records. Publisher: Bent Tree Software | Date: 08-10-2009 | Size:
	-

	Portfolio Evaluator + | License: Shareware |
	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 Internet or obtained from publications to keep the forms up-to-date and assist you by providing an easy way to track and evaluate your investment performance Printouts are professional looking and may be used by financial planners as well as individuals to track report specific stock, bond, and mutual fund investments. Publisher: Bent Tree Software | Date: 05-05-2001 | Size: 1204 KB
	-

	Bank Book | License: Shareware |
	BANK BOOK for Windows. It allows you to keep track of your bank accounts. Unlimited number of entries, automatically sorted by transaction date. You can filter your transactions by a time period or transaction type and display a summary of your income and expenses. A book-like format makes it very easy to use.. Publisher: PrimaSoft PC | Date: 26-05-2001 | Size: 300 KB
	-

	Retirement Investment Required+ | License: Shareware |
	Program Description: RETIREMENT INVESTMENT REQUIREDThis program is a program that will show you how much you need to invest monthly to reach retirement goals. Have you called the Social Security Hotline (1-800-772-1213) to verify your estimated monthly SS benefit so that you can evaluate the monthly shortfall you may experience? This program calculates the amount of money required to provide a given monthly income at retirement with or without withdrawing capital, which, when added to your Social Security monthly benefit, will show your condition. Publisher: Bent Tree Software | Date: 19-07-2009 | Size:
	-

	RORICX - Rate of Return Calculator | License: Shareware |
	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.. Publisher: Lapides Software Development inc. | Date: 23-06-2004 | Size: 605 KB
	-

	FREE Quick Quote | License: Freeware |
	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 management software programs which enable you to manage and analyse your trading activities like never before. Publisher: Anfield Capital Pty Ltd | Date: 22-04-2007 | Size: 2622 KB
	-

	XeCheck Personal Finance (Deluxe) | License: Shareware |
	Need personal finance software that is packed with tools, yet EASY to use? XeCheck 7.0 is your answer. Get all the features of a store bought product for a lot less,VOICE COMMANDS included. Download your statements with one password. With over 4,000 banks, credit cards, brokerages and other financial institutions participating, downloading your banking, credit card, and investment information directly into XeCheck makes it easy for you to manage your finances. XeCheck can even download your statements automatically. Publisher: Versure Inc. | Date: 03-10-2006 | Size: 9272 KB
	-

	Horizon Investment Analyst | License: Shareware |
	Horizon 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 partnerships, but is also helpful for bank and savings accounts, CD's, stocks, bonds, etc. Publisher: Horizon Software | Date: 07-04-2004 | Size: 3497 KB
	-