Software Listing: Portfolio

This program is a version of a form that will assist you in tracking the fundamentals of your stock portfolio. It will run under Win 95, 98, Me, NT4,XP, & 2000. 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.

  • Platform: Win2000, WinOther

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.

  • Platform: Win2000, WinOther

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. Multiple purchases / sales of a single stock are displayed as both a consolidated or grouped transaction as well as separate transactions to give you a clear indication of how your stock is performing.

  • Platform: WinOther

Photographer portfolio with XML. Features of XML: * First visible navigation category * Text color, font size, background color * Rounded corner radius of text backgrounds * Position of image description texts * CSS file path * Loading of site name, logo by XML * XML path of menu itemsThis template uses phpMailer to send mails. swfAddress used for navigation of menu items to see by browser with history support. You can show full size of image by setting fitImage='0'. This template scales image as default. Photo Portfolio XML v3 - Site Templates - FlashDo. Photographer portfolio with XML. FEATURES INCLUDED: * First visible navigation category * Text color, font size, background color * Rounded corner radius of text backgrounds * Position of.

  • Publisher: FlashDo
  • Date: 17-03-2011
  • Size: 193 KB
  • Platform: WinOther

Personal fullscreen photographer portfolio with XML. You can do following with XML: * First visible navigation category* CSS file path* Text color, font size, background color* Position of image description textsThis template uses phpMailer to send mails. Personal XML Photo Portfolio - Site Templates - FlashDo. Personal fullscreen photographer portfolio with XML. You can do following with XML: * First visible navigation category * CSS file path * Text color, font size, background color * Position of image description....

  • Publisher: FlashDo
  • Date: 01-08-2011
  • Size: 133 KB
  • Platform: WinOther

Photographer portfolio with XML. You can do the following with XML: * First visible navigation category* Text color, font size, background color* Rounded corner radius of text backgrounds* Position of image description texts* CSS file pathThis template uses phpMailer to send mails. You can show full size of image by setting fitImage='0'. This template scales image as default. Photo Portfolio XML - Site Templates - FlashDo. Photographer portfolio with XML. FEATURES INCLUDED: * First visible navigation category * Text color, font size, background color * Rounded corner radius of text backgrounds * Position of image description texts * CSS file.

  • Publisher: FlashDo
  • Date: 21-05-2011
  • Size: 126 KB
  • Platform: WinOther

Photographer portfolio with XML. You can do following with XML: * First visible navigation categor * Text color, font size, background colo * Rounded corner radius of text background * Position of image description text * CSS file path This template uses phpMailer to send mails. You can show full size of image by setting fitImage='0'. This template scales image as default. Photo Portfolio XML v2 - Site Templates - FlashDo. Photographer portfolio with XML. FEATURES INCLUDED: * First visible navigation categor * Text color, font size, background colo * Rounded corner radius of text background * Position of image.

  • Publisher: FlashDo
  • Date: 05-07-2011
  • Size: 177 KB
  • Platform: WinOther

"Value" automatically updates real-time information about your investment club or portfolio. "Value" will get quotes and determine a current NAV for your club. "Value" also displays gain/loss for each security and member in the club. This program is not accounting software but uses your information to display a snapshot of your club or portfolio's status using quotes automatically retrieved from the internet. "Value" displays each stock, shares owned, basis, last, change, current value and percentage change. It displays the balance in 'cash' accounts. "Value" displays each member, the percentage of club ownership, shares owned, cost, todays value and average cost per share.

  • Platform: PHP, Scripts

The process related to portfolio management comprises all the necessary activities that assist investors turn up at desired goals of the investment. The Portfolio management is a complete process of managing and organizing the businesses or some other necessary establishments for the aim of getting utmost profit. This type of management makes sure optimal use of money, people and other necessary resources. In brief, it is the skill of organizing assets and hoisting the value of a portfolio. The portfolio management is the process of business of a senior team in the business. Sometimes, they are known by the name of product committee.

  • Publisher: yannes
  • Date: 4-11-2012
  • Size: 358 KB
  • Platform: Windows Server, WinOther, WinVista

Portfolio Analyst offers a powerful and flexible portfolio analytics , accounting, sophisticated charting and reporting, importing data from brokerages and custodians. Whether you are a casual investor or an experienced trader, Portfolio Analyst can help you set investment priorities, identify under-performing investments and verify efficiency improvements. FEATURES: - Track stocks, funds, options, indices, etc - Retrieve prices from the Internet - Retrieve transactions from broker/fund - Powerful graphing - Extensive reports - Capital gain calculations - FIFO, AVG, or Specific Lot - Technical analysis - Multi-currency support.

  • Platform: WinOther

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. Management of Investment Portfolio thus refers to the procedure by which a portfolio is maintained and accessed.

  • Platform: WinOther

Matrix BCG for Brand Portfolio Management and Analysis. Use the matrix BCG tool of MM4XL software to analyze the competitive and financial performance of your brand portfolio to make better business decisions in brand management. The matrix BCG is a very popular brand management tool. Its logic is based on the assumption that success in business is strongly linked to cash flow, which is a function of market share and market growth. The matrix BCG tool of MM4XL software can analyse the brand portfolio of a whole company. Each brand is displayed as a bubble on a two dimensional map, which helps reasoning on the product life cycle and its life cycle management, on the marketing investment level, the company strategy, and much more.

  • Platform: WinOther

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: Matlab, Scripts

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: Matlab, Scripts

The code is explained in the article P. Okunev, "A Fast Algorithm for Computing Expected Loan Portfolio Tranche Loss in the Gaussian Factor Model", LBNL-57676, 2005. http://www-library.lbl.gov/docs/LBNL/576/7.../LBNL-57676.pdf Futher refinments of this algorithm are descibed in Okunev, Pavel, "Using Hermite Expansions for Fast and Arbitrarily Accurate Computation of the Expected Loss of a Loan Portfolio Tranche in the Gaussian Factor Model" . http://ssrn.com/abstract=748625 This is a MATLAB code. It's relatively easy to adapt it for VBA. ATTENTION: This code was tested and works well for portfolios of size 125.

  • Platform: Matlab, Scripts

SigFig Portfolio for Windows 8 is a handy application designed to provide access to the stock portfolio created on the SigFig website. The app allows you to view the market trends and the evolution of the portfolio with just one click.

You can use the app to check for advices about improving your portfolio structure and to view detailed analytics about the included stocks. The live tile feature enables you to add the data to your Start Screen for quick access.

You can also import portfolios from other brokerages by searching in a large list with more than 60 items.

Note: In order to use the application you need to create an account online or directly from the login screen.

  • Platform: Windows 8

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.

  • Platform: WinOther

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.

  • Platform: Win7 x64, Windows 7, WinOther, WinVista, WinVista x64

A Windows-based application focused on Research, Reports, Charts for Portfolio Accounting System. Perfect for individuals, finanical advisors and portfolio managers to analysis, research & track investment portfolios.

* Research:

Show Calculate Data shows the detailed calculation steps for EVERY calculated data in this application!
Chart For Calculate Data provides useful charts to analysis your portfolio and data.
Rating Introducing rating system to evaluate trade Transaction.

* Portfolio Accounting Reports and Charts:

Transaction View
Holding Position includes Market Value Chart
Unrealized Gain/Loss
Realized Gain/Loss
Cash Flows
Cash Ledger includes Cash Ledger Chart
Account Performance
Performance X-ray includes Correlation Matrix, Correlation...

  • Platform: Win2000, WinOther, WinServer, WinVista

The GD Stock Portfolio Calculator is a Google Desktop gadget used to track how much your financial investments are worth..

  • Platform: Win2000, Windows 7, Windows 8, WinOther, WinVista

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