Software Downloads for "Excel Portfolio Management"

Investment Portfolio Management
License: Demo

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.

Platform: Windows
Publisher: OTrader Software
Date: 01-01-2006
Size: 15543 KB

MProfit - Portfolio Management Software
License: Shareware

MProfit - Portfolio Management Software is an easy-to-use and powerful portfolio management application designed for Indian Investors and Non-Resident Indians (NRIs). MProfit - Portfolio Management Software allows you to take control of your investments such as stocks, MFs, ULIPs, insurance policies, property, gold and many other asset classes. And does it securely, since all your personal data is saved locally on your computer. FEATURES: · Manage multiple portfolios and groups · Manage assets like Stocks, MFs, ETFs, ULIPs, Insurance Policies, Private Equity, FDs, Bonds, PPF, Gold, Silver, Property, Art and many more.

Platform: Windows
Publisher: MProfit Software Pvt. Ltd.
Date: 08-11-2012
Size: 7373 KB

Fund Manager - Advisor
License: Shareware

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 - Professional
License: Shareware

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

Fund Manager - Personal
License: Shareware

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

DAXA-Chart Privat
License: Freeware

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..

Platform: Windows
Publisher: VermÃ¶gensberatung Martin Iwersen
Date: 01-01-2005
Size: 685 KB

Stator-AFM (Professional)
License: Demo

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.

Platform: Windows
Publisher: Anfield Capital Pty Ltd
Date: 22-04-2007
Size: 15979 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.

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

Fund Manager Personal
License: Shareware

A very useful Portfolio Management for Individual Investors 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 is a very useful business and finance utility that will come in handy.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.

Platform: Windows
Publisher: fundmanagersoftware.com
Date: 14-10-2009
Size: 1454 KB

Fund Manager Professional
License: Shareware

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.

Platform: Windows
Publisher: fundmanagersoftware.com
Date: 28-08-2009
Size: 1484 KB

Project.net
License: Freeware

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

Entertainer Portfolio Management Layout 1 Red
License: Shareware

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

Stator-AFM (Lite)
License: Shareware

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.

Platform: Windows
Publisher: Anfield Capital Pty Ltd
Date: 03-10-2012
Size: 14766 KB

Stator-AFM (Standard)
License: Shareware

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.

Platform: Windows
Publisher: Anfield Capital Pty Ltd
Date: 16-11-2012
Size: 15596 KB

Master Investor
License: Shareware

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 - a portfolio management tool
License: Freeware

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..

Platform: Windows
Publisher: auge.sourceforge.net
Date: 12-09-2012
Size: 16269 KB

Java Portfolio Management Components
License: Freeware

A collection of portfolio management components. Sharpe Model for selection of an initial portfolio is already implemented. A genetic algorithms package, also written in java, is used for the search of the best portfolio variants..

Platform: Windows
Publisher: jpmc.sourceforge.net
Date: 20-07-2012
Size: 330 KB

Portfolio Manager
License: Shareware

Represents a personal stock portfolio management system with the aim of being a complete stock trading diary Portfolio Manager represents a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal effort and time you can keep track of which stocks you have bought and sold, along with any associated dividends.The simple, intuitive design makes Portfolio Manager easy and straight forward to use. Within seconds of loading the application you know exactly how your portfolio is performing.

Platform: Windows
Publisher: zysoftonline.com
Date: 06-06-2009
Size: 1679 KB

Personal Portfolio Manager
License: Demo

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 investment record keeping by maintaining records of stock, bond and mutual fund transactions and automatically computing capital gains and losses using your choice of IRS approved accounting methods.

Platform: Windows, Other
Publisher: yannes
Date: 4-11-2012
Size: 358 KB

Pacific Timesheet
License: Shareware

Pacific Timesheet is web-based timesheet and time tracking software that provides project timesheet, project time tracking, project management, project portfolio management, job costing, product life cycle management, payroll timesheet, and time and attendance features in one system. Modules include automated approvals, billing and pay rates, time-off scheduling, resource scheduling, custom reporting, project management dashboard, iPhone timesheet, IVR integration, time clock integration and payroll integration.

Platform: Windows, Unix, Linux, Mac, iPhone, Palm, Pocket PC, RIM, Netware, Java
Publisher: Pacific Timesheet
Date: 16-09-2008
Size: 146484 KB