Software Listing: Portfolio
- WebCab Portfolio for .NET
- License: Demo
- Price: 179

3-in-1: .NET, COM and XML Web service implementation of 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 with respect to CAPM by given the risk, return or Market Portfolio weighting. Also includes Performance Evaluation, extensive auxiliary classes/methods including equation solve and interpolation procedures, analysis of Efficient Frontier, Market Portfolio and CML. Utility Functionality included: Interpolation - Cubic spline and general polynomial interpolation procedures to assist in the study of the Efficient Frontier SolveFrontier - Solve the Efficient Frontier with respect to the risk, return, or the investors utility function.
- Publisher: WebCab Components
- Date: 26-09-2004
- Size: 4687 KB
- Platform: Win95, Win98, WinME, WinNT 4.x, Windows2000, WinXP, Windows2003
- WebCab Portfolio (J2SE Edition)
- License: Demo
- Price: 199

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 with respect to CAPM by given the risk, return or Market Portfolio weighting. Also includes Performance Evaluation, extensive auxiliary classes/methods including equation solve and interpolation procedures, analysis of Efficient Frontier, Market Portfolio and CML..
- Publisher: WebCab Components
- Date: 26-09-2004
- Size: 7031 KB
- Platform: Win95, Win98, WinME, WinNT 4.x, Windows2000, WinXP, Windows2003, Unix, Linux, AS/400, OS/2, Mac OS X
- Portfolio Fundamentals +
- License: Shareware
- Price: 8.00

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.
- Publisher: Bent Tree Software
- Date: 05-05-2001
- Size: 1202 KB
- Platform: Win95, Win98, WinME, WinNT 3.x, WinNT 4.x, Windows2000
- Investment Portfolio Management
- License: Demo
- Price: 197

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.
- Publisher: OTrader Software
- Date: 01-01-2006
- Size: 15543 KB
- Platform: Win98, WinME, WinXP, Windows2000, Windows2003
- 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: 1198 KB
- Platform: Win95, Win98, WinME, WinXP, WinNT 4.x, Windows2000
- Portfolio Manager
- License: Shareware
- Price: $20.00

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.
- Publisher: zysoftonline.com
- Date: 06-06-2009
- Size: 1679 KB
- Platform: Windows All
- Photo Portfolio XML v3
- License: Comercial
- Price: 20.00

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: Windows
- Personal XML Photo Portfolio
- License: Comercial
- Price: 15.00

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: Windows
- Photo Portfolio XML
- License: Comercial
- Price: 15.00

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: Windows
- Photo Portfolio XML v2
- License: Comercial
- Price: 20.00

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: Windows
- Investment Club/Portfolio Current Value
- License: Shareware

"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.
- Publisher: nogyro.com
- Date: 06-02-2011
- Platform: Scripts, PHP
- PNG Icon Portfolio
- License: Shareware
- Price: 0.00

Search hundreds of ready icon sets containing thousands of icons in minutes. PNG Icon Portfolio makes it simple to buy stock icons with on-time delivery guarantee. Preview individual icons and complete icon sets with watermarks.PNG Icon Portfolio makes it easy to purchase stock icons, offering thousands of previews right before your eye. The icon gallery includes a database of thousands full-size icons with no watermarks for easy viewing. Sib Icon Catalog offers previews of large images with no watermarks, making it easy to decide on what's needed for your project. Every icon set and each individual icon is carefully tagged to make it easy to choose graphics you need for your current project.
- Publisher: Icon Empire
- Date: 06-05-2011
- Platform: Misc Scripts
- Portfolio Optimization
- License: Shareware
- Price: 26.00

The Portfolio Optimization template identifies the optimal capital weightings for a portfolio of financial investments that gives the highest return for the lowest risk based on the return risk profile and correlation between individual investments. The design of the portfolio optimization model enables it to be applied to either financial instrument or business stream portfolios. The portfolio optimization template is intuitive and flexible with help icons throughout to assist with input and interpretation of output results. Input of historical data for the analysis is supported by options to specify absolute prices or returns, number of current units held and a tool to download long time periods of financial market data for securities from the internet.
- Publisher: Business Spreadsheets
- Date: 21-05-2012
- Size: 385 KB
- Platform: Mac OS X, Win2000, Win7 x32, Win7 x64, Win98, WinVista, WinVista x64, WinXP
- Portfolio Performance Monitoring
- License: Shareware
- Price: 22.00

The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model enables the entering of investment transactions during a reporting period to calculate performance. Incremental investment transactions including withdraw, reinvestment and distributions undertaken during a period are accounted for in performance calculations under the time weighted return method for the reporting period. The investment portfolio can be rolled over whereby transactions are archived and values rest ready for a new reporting period.
- Publisher: Business Spreadsheets - Excel Templates
- Date: 01-01-2011
- Size: 113 KB
- Platform: Mac OS X, Win2000, Win7 x32, Win7 x64, Win98, WinVista, WinVista x64, WinXP
- Personal Portfolio Manager
- License: Demo
- Price: 69.00

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.
- Publisher: yannes
- Date: 4-11-2012
- Size: 358 KB
- Platform: Win98, WinServer, WinXP, WinVista, WinOther, Other
- Portfolio Analyst
- License: Shareware

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.
- Publisher: MTH Software, Inc.
- Date: 04-05-2012
- Size: 59392 KB
- Platform: Windows
- MProfit - Portfolio Management Software
- License: Shareware
- Price: 32.00

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.
- Publisher: MProfit Software Pvt. Ltd.
- Date: 08-11-2012
- Size: 7373 KB
- Platform: Windows
- BCG Matrix for Brand Portfolio Analysis
- License: Shareware
- Price: 48.30

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.
- Publisher: MM4XL.com Business Analysis in Marketing
- Date: 06-06-2012
- Size: 16712 KB
- Platform: Windows
- Financial Analysis - standard
- License: Demo
- Price: 98

Financial Analysis is a software product that even in it`s most basic standard edition offers great possibilities for evaluating business or portfolio performances. This easy to use program gives you results rich both in numerical as in graphic presentations. Powerful tool for every financial professional or investor..
- Publisher: bnb-software
- Date: 20-08-2002
- Size: 3712 KB
- Platform: Windows
- Wall Street Analyzer
- License: Freeware
- Price: 0.00

Wall Street Analyzer is a free charting software that helps you manage and analyze stocks and futures with unique features. Testing your systems with a detailed HTML report of the operations and the final return, Screener (Custom reports), Indicators builder, Portfolio manager, Quotes' update by the net... Download and test it! It's free..
- Publisher: F.D. Collin & M. Van de Reyd
- Date: 14-04-2002
- Size: 1966 KB
- Platform: Windows


















