Software Downloads for "Excel Portfolio Management"

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 Portfolio Management Software allows you to: * Plan your trades before placing your capital at risk.

Management of Investment denotes the administration of different securities and assets in the expert manner, in sort to perfectly meet some specific investor goals. Normally, securities refer to shares, stocks, bonds etc., where assets can comprise jewelry, real estate as well. Investors may be either organizations such as insurance companies or corporations; or confidential investors such as individuals. So, portfolio for Investment can be definite as the complete list of investments held by the depositor taken up cooperatively.

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 decomposition Annualization/projection (FFT, cumulants, simulations) Pricing: exact; first order (delta/duration); second order (gamma/convexity) Quest for invariance (stationarity, volatlity clustering, cointegration) Mutlivariate estimation - Non-parametric; MLE; shrinkage; robust; Bayesian; missing data - Generalized hypothesis testing Dimension reduction - Statistical (random matrices; principal components; factor analysis) - Cross-sectional / time-series factor models - Factors on Demand Risk management - VaR/CVaR (marginal Euler decomposition; extreme value theory; Cornish-Fisher; elliptical) -...

  • Platform: Scripts, Matlab
  • Publisher: Attilio Meucci
  • Date: 14-02-2013
  • Size: 1495 KB

The utilization of portfolio management program by a company is very important so that they can easily plan in advance for the future path of their company in look for positive streams of revenue. It is only of the latest tools about project management now accessible for the manager of project to assist them show the success of only which ventures they must undertake. How the software of portfolio management assists the manager is forever taken into thought. It is utilized to instruct them throughout the business opportunities maze by making it feasible to test all of the proposed ventures of business under different type of conditions.

Manage numerous projects with the help of shared resources within your organization, PPM, is helpful term utilized by the project management organizations and project managers, to explain different methods that allows business and corporate users to manage a complete set of projects into one portfolio. The software of Project portfolio management refers to the program, which permits users, normally company executives or management to without any difficulty prioritize and organize the projects. It would permit them to analysis the portfolio and would help them in making main business and financial decisions for projects.

To walk through the code and for a thorough description, refer to A. Meucci, (2010) "Linear versus Compounded Returns: Common Pitfalls in Risk and Portfolio Management", Latest version of code and article available at http://symmys.com/node/141.

  • Platform: Scripts, Matlab
  • Publisher: Attilio Meucci
  • Date: 04-01-2013
  • Size: 10 KB

Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price updates from the internet. Fund Manager makes tax time a breeze, and offers many graphing and reporting options that allow investors to conveniently get an insight into how well their investments are performing.

  • Platform: Windows
  • Publisher: Beiley Software
  • Date: 31-01-2005
  • Size: 2810 KB

Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price updates from the internet. Fund Manager makes tax time a breeze, and offers many graphing and reporting options that allow investors to conveniently get an insight into how well their investments are performing.

  • Platform: Windows
  • Publisher: Beiley Software
  • Date: 31-01-2005
  • Size: 1813 KB

Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price updates from the internet. Fund Manager makes tax time a breeze, and offers many graphing and reporting options that allow investors to conveniently get an insight into how well their investments are performing.

  • Platform: Windows
  • Publisher: Beiley Software
  • Date: 31-01-2005
  • Size: 1792 KB

DAXA-Chart Privat is a freeware German program for analyzing and charting shares and portfolio management. Powerful yet easy to use, it is supplied with an initial database of 120 German stocks. Download further stockmarket price updates from our homepage for free..

Advanced financial portfolio management software designed for traders and investors. Easily monitor trading and investing activities for a wide range of trading instruments and markets. Create and manage an unlimited number of portfolios and sub-portfolios which is perfect for System traders (mechanical or discretionary). Advanced position sizing algorithms allow you to size each trade in accordance with sound risk and reward management objectives. Full control over stop loss and targets allow you to be in control no matter what the market conditions.

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.

  • Platform: Windows
  • Publisher: Simply Data
  • Date: 16-10-2009
  • Size: 2631 KB

There are so many business enterprises, which are treating in investments today, which spark off an increasing requirement for reasonable solutions and systems of investment management software. And the particular market doesn’t dissatisfy with the increasing number of credible options, which perfectly meet the requirement of business enterprises. At the time it arrives to good investment management, it is suggestible to adopt or engage proven and tested software of investment management, which recommends a complete resolution on the secure platform with the entire pleasing features.

A full featured portfolio management software application Fund Manager is a full featured portfolio management software application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price updates from the internet.

Project.net is the next generation project portfolio management solution – a fully-featured open source alternative that stands apart from other proprietary, expensive-to-license packages.

  • Platform: Linux, Mac, Windows
  • Publisher: Project.net Inc
  • Date: 14-01-2010
  • Size: 112640 KB

The portfolio management website allows visitors to sign up for an account to create an online portfolio including Work Experience, Profile, News and store their digital photos online for thier portfolio catalog. The admin specifies different account packages stating the number of photos and length of time that the users portfolio will be displayed online. The accounts are paid via PayPal. Members can choose from several portfolio templates that suit their tastes. As well, their portfolios are searchable on the site and they receive their own URL to advertise their portfolios elsewhere; giving them and your website more exporsure.

  • Platform: Scripts, PHP
  • Publisher: Laura
  • Date: 13-08-2011

Entry-level financial portfolio management software designed for traders and investors. Easily monitor trading and investing activities for a wide range of trading instruments and markets. Create and manage your investment portfolio, position sizing with advanced money management, risk and reward management. Advanced position sizing algorithms allow you to size each trade in accordance with sound risk and reward management objectives. Full control over stop loss and targets allow you to be in control no matter what the market conditions.

Powerful financial portfolio management software designed for traders and investors. Easily monitor trading and investing activities for a wide range of trading instruments and markets. Create and manage an unlimited number of portfolios and sub-portfolios which is perfect for System traders (mechanical or discretionary). Advanced position sizing algorithms allow you to size each trade in accordance with sound risk and reward management objectives. Full control over stop loss and targets allow you to be in control no matter what the market conditions.

Master Investor (MI) is a comprehensive portfolio management and technical analysis program for individual investors, financial advisors and money managers. MI includes comprehensive portfolio management for up to 1000 portfolios of stocks, bonds, options, mutual funds, cash accounts, other assets and liabilities. MI's 30+ reports provide complete tracking of security transactions, capital gains, unrealized gains, interest, dividends, reinvestments, net worth, asset allocation, etc. The custom report generator allows creation of reports based any one or more portfolios.

  • Platform: Windows
  • Publisher: OWL Software
  • Date: 21-08-2012
  • Size: 1413 KB

Auge is an easy-to-use financial portfolio management application. Auge will help you monitor and analyze your stock and mutual fund positions, providing powerful insight into your entire investment portfolio..


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