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Software Listing: Portfolio
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StockWrap Express Charts
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License:
Freeware |

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StockWrap Express Charts is a free stock and analysis program with 100+ indicators, tools and 50,000 stock codes, covering almost every exchange on the planet. It also has free live data updates, portfolio manager and scanning manager. Version 1.0.4 added new indicators and fixed some bugs..
Publisher: StockWrap|
Date:
01-01-2007 | Size: 0 KB |
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AmiBroker
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License:
Shareware |

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AmiBroker is a comprehensive technical analysis program, allowing you to study and predict trends in the market and to maintain a portfolio of shares. AmiBroker has a custom programming language called AFL which incorporates over 100 analysis functions, allowing you to back-test your trading systems (with detailed reporting), build custom chart indicators and perform screening of large databases..
Publisher: Amibroker.com|
Date:
05-06-2001 | Size: 1958 KB |
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Fund Manager - Advisor
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License:
Shareware |

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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.
Publisher: Beiley Software|
Date:
31-01-2005 | Size: 2810 KB |
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Fund Manager - Professional
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License:
Shareware |

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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.
Publisher: Beiley Software|
Date:
31-01-2005 | Size: 1813 KB |
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Personal Finances +
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License:
Shareware |

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Program Description: This program is a compendium of 8
personal finance type programs. They include:
1. Anpenpay.EXE - This program demonstrates the length of time
an annuity or a pension payout will last
conditioned on the amount of monthly payments
to you and the interest that will be earned
on the balance.
2. Autoloan.EXE - These calculators may be used to compare loan
types, proposed "deals" and periods of
financing as well as the effects of various
interest rates.
3. Finastmt.EXE - This is a standard personal financial
statement that is widely accepted in by
banking and mortgage lender institutions.
Publisher: Bent Tree Software|
Date:
07-05-2001 | Size: 1327 KB |
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DownloaderXL
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License:
Shareware |

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Powerful stock quotes downloading software for Microsoft Excel. DownloaderXL package includes the following products: DownloaderXL, RTQuotesXL, OptionsXL and PortfolioXL.
DownloaderXL downloads free historical stock, index and mutual fund data into Microsoft Excel spreadsheets from Yahoo Finance. Historical data goes back at least 15 years and is available for exchanges of USA, Canada, UK, Germany, France, Italy, Australia, New Zealand, India and more countries. DownloaderXL easily builds charts.
RTQuotesXL downloads free 15-minutes delayed and fee-based real-time quotes for stocks, indexes, options, mutual funds, financial futures, commodity futures and other securities from Yahoo Finance and PCQuote.
Publisher: OLSOFT|
Date:
20-04-2006 | Size: 3838 KB |
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Quotes Manager
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License:
Freeware |

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Quotes Manager offers you advanced charting features for Symbol's data. It gives you the flexibility of more than 125 indicators, each fully customizable and configurable.It quick-links you to deeper analysis pages of Yahoo! Finance or Reuters. Its RSS feed aggregator helps you to stay tuned with the latest news on your portfolio titles.Quotes Manager features a very advanced simulator which, among other features, can work on 'real', camouflaged data: your simulations will be more than interesting!For boosting your productivity, it offers a set of additional instruments (Appointment Manager, Web Browser) for increasing your productivity and reducing the number of different tool you need: Quotes Manager is your all-in-one tool.
Publisher: Dingir Sol.|
Date:
2-11-2006 | Size: 12061 KB |
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RORICX - Rate of Return Calculator
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License:
Shareware |

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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 |
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Portfolio Evaluator +
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License:
Shareware |

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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 |
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Global Stock Trading Watch List
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License:
Freeware |

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As access to the world markets becomes easier, trading tools to give you prices from multiple exchanges become vital to your trading. This is where OTrader's Global Watch List(GWL) steps in.
By accessing free data sources from the internet you're able to keep a close eye on your global investments. GWL is designed for global traders and investors who like to keep a close eye on the market without paying huge data fees.
How and when does GWL update?
GWL can update as often as you like. By setting the interval time between updates you can be sure the data is always current. GWL is a tiny program which allows you to comfortably run GWL in the background all day without tying up valuable system resources.
Publisher: OTrader Software|
Date:
07-05-2006 | Size: 1883 KB |
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StrataSearch
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License:
Shareware |

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StrataSearch is software for individual traders that automatically generates powerful trading systems with the click of a button. Using over 2,500 prebuilt trading rules and a flexible scoring algorithm, StrataSearch continuously creates new and unique trading strategies, evaluates and optimizes them, and combines them into a self-improving multi-system. You simply click Start. Since all parts of the process are configurable, you can create your own trading rules, adjust the scoring algorithm, define the sectors to be included, and more. The trading strategies themselves can include many helpful features, including over 150 technical analysis formulas, sector and index evaluations, custom market breadth indicators, historical fundamental data analysis, and more.
Publisher: Avarin Systems Inc|
Date:
10-04-2006 | Size: 31878 KB |
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a2 flash slide show v2
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License:
Demo |

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A2 Flash Slideshow is an affordable upgradable Flash suite, both powerful and easy to use. It is ideal for design and creating in minutes just as you like for your customer’s websites a wide range of high-impact multimedia flash slideshow, flash photogallery, flash portfolio with pan and zoom camera effects, interactive controls menu and more. It features graphic libraries for: transitions, roll-over various animated effects on image and thumbs, preloader, navigation buttons, flash animated intro, flash animated backgrounds, flash animated opening and closing image, action scripts effects, zoom effects on thumbs strip and ready Flash templates.
Publisher: AFLASHSOFT|
Date:
18-11-2006 | Size: 36000 KB |
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A2 Flash slideshow v3 Vista
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License:
Demo |

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A2 Flash Slideshow is an affordable upgradable Flash suite, both powerful and easy to use. It is ideal for design and creating in minutes just as you like for your customer’s websites a wide range of high-impact multimedia flash slideshow, flash photogallery, flash portfolio with pan and zoom camera effects, interactive controls menu and more. It features graphic libraries for: transitions, roll-over various animated effects on image and thumbs, preloader, navigation buttons, flash animated intro, flash animated backgrounds, flash animated opening and closing image, action scripts effects, zoom effects on thumbs strip and ready Flash templates.
Publisher: AFLASHSOFT|
Date:
02-09-2007 | Size: 29296 KB |
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DownloaderXL Pack
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License:
Shareware |

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Powerful stock quotes downloading software for Microsoft Excel. DownloaderXL package includes the following products: DownloaderXL, RTQuotesXL, OptionsXL and PortfolioXL. DownloaderXL downloads free historical stock, index and mutual fund data into Microsoft Excel spreadsheets from Yahoo Finance. Historical data goes back at least 15 years and is available for exchanges of USA, Canada, UK, Germany, France, Italy, Australia, New Zealand, India and more countries. DownloaderXL easily builds charts. RTQuotesXL downloads free 15-minutes delayed and fee-based real-time quotes for stocks, indexes, options, mutual funds, financial futures, commodity futures and other securities from Yahoo Finance and PCQuote.
Publisher: Franz AG|
Date:
01-11-2006 | Size: 1792 KB |
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a2 flash slideshow editor
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License:
Demo |

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2 Sw in 1, A2 help the web designer to create and design easily animated Flash slideshow, Photo-gallery, Portfolio with thumbnails by fully customizable flash template in minutes, ready for your websites without the need for coding. Add: text, audio, transitions, effects, roll-over, etc for an involving and incomparable user experience. Choose from various sophisticated transition effects, special effects. Add text for narration and titles; audio for background music, sound effects; pan and zoom camera effects; interchangeable stylish interactive controls menu; and mouse-click events for navigating slide shows.
Publisher: AFLASHSOFT|
Date:
03-02-2006 | Size: 30000 KB |
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Stock Profit Calculator
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License:
Shareware |

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Stock Profit Calculator is the first equity calculator that lets your store buy and sell calculations for quick reference. All calculations are stored in an easy to read table that allows quick access for updates. The main calculator sections is freeware and never expires.
Stock profit Calculator is much like the online java script stock calculators you have probably used before. The biggest difference is that there is also a table that holds all of that information so you can update quickly and easily. You don't have to own the stock yet but you can keep an eye on when to get in and when to get out.
Publisher: Stock Profit Calculator|
Date:
05-10-2005 | Size: 2329 KB |
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Trader Notes
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License:
Shareware |

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Trader Notes will help a trader to store each deal in a convenient form. Thus, you will miss nothing during the analysis of your trader transactions. The program allows you to add, edit and remove transactions (buying and selling stocks, shares, bonds, futures, etc.). Besides, you can enter your comments, plans and impressions into the diary.
No matter what software the trader uses to trade on the stock market, Trader Notes will always help to constantly control the state of the portfolio displaying changes in it as a graph.
Most traders, especially beginners, make the same mistakes. Stress and strain can make a person react to the situation in an inadequate way.
Publisher: Masters ITC|
Date:
28-05-2007 | Size: 941 KB |
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XeCheck Personal Finance (Deluxe)
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License:
Shareware |

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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. Manage over 18 types of accounts (checking, savings, credit card, loans, investment, 401(k), etc).
Publisher: Versure Inc.|
Date:
03-10-2006 | Size: 9272 KB |
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Landlord Manager
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License:
Shareware |

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Organise your property information in one place and get rid of those spreadsheets with one simple solution.
Landlord Manager helps landlords organise their rental income and expenditure saving hours at tax time as well as keeping on top of the day to day management of their portfolio. Designed for landlords with up to 20 properties but can be used to support up to 100. You will always know how your portfolio is performing!
An extremely user friendly interface
5,20 and 100 property versions
Property Centre - enter professional or multi-let properties (ideal for student lets)
Rent Centre - track tenants and their outstanding rent
Record all income and expenditure by property
View income and expenditure by property, month and year
Enter agent statements
Help complete your self assessment return with the Tax Centre
Alert Centre - log your date critical events such as gas checks Attach contacts to properties and tenants logging details such as insurance etc
Contact manager - log your property contacts
Includes a number of documents including tenancy agreement and section 21 Attach documents to properties, tenants and diary events
Brochure Printout
Sync your contacts, tenants and alerts with Outlook and PDA's
Send SMS messages to your tenants reminding them of due rent Plus much more.
Publisher: Visionbase Software Ltd|
Date:
01-05-2005 | Size: 27851 KB |
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AnalyzerXL
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License:
Shareware |

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Powerful technical analysis and data downloading software for Microsoft Excel. AnalyzerXL Package includes the following products: AnalyzerXL, DownloaderXL, BulkQuotesXL, RTQuotesXL, OptionsXL and PortfolioXL.
AnalyzerXL is a library of 161 technical analysis functions, indicators and experts. You can automatically build charts for functions with numeric outputs, create and manage macros. Wizard greatly simplifies the procedure of calculation and improves the speed of building trading systems. AnalyzerXL’s integration with Excel provides broad opportunities. With knowledge of VBA, traders can easily develop custom indicators and experts in a fraction of the time.
Publisher: OLSOFT|
Date:
25-06-2008 | Size: 4824 KB |
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Model Agency Creator
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License:
Comercial |

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We are pleased to offer you an entirely new product. This product is of great interest to the women who are professional (and amateurish) models with their portfolio. The Model agency we offer allow lovely, charming and attractive models to find a job and to let others know how beautiful they are..
Publisher: ITMonastery Inc.|
Date:
26-10-2002 | Size: 22 KB |
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TraderXL Pro
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License:
Shareware |

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All-in-one investment solution for Microsoft Excel. TraderXL Package includes the following products: AnalyzerXL, DownloaderXL, BulkquotesXL, RTQuotesXL, OptionsXL, PortfolioXL, BacktestingXL, PredictorXL and ClassifierXL.
AnalyzerXL is a library of 161 technical analysis functions, indicators and experts. You can automatically build charts for functions with numeric outputs, create and manage macros. Wizard greatly simplifies the procedure of calculation and improves the speed of building trading systems.
DownloaderXL downloads free historical stock, index and mutual fund data into Microsoft Excel spreadsheets from Yahoo Finance.
Publisher: OLSOFT|
Date:
09-07-2008 | Size: 5945 KB |
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CVP optimizer
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License:
Shareware |

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CVP optimizer uses the Markowitz-Sharpe approach as applied to planning, logistics and marketing models to increase profitability of a company’s production and trading activities. Any purchases and sales are regarded to be portfolio investments with predicted returns on the investments optimized. The program shows how to plan prices and how to schedule product output volume so as to maximize the rate of monetary income flow..
Publisher: ARCAIM SOFTWARE|
Date:
04-02-2002 | Size: 303 KB |
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FREE Trade Position Size Calculator
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License:
Freeware |

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This is FREE Money Management software designed to calculate trade position sizes according to various money
management models. The software is free to use and utilises several highly successful position sizing formula
techniques. This software is ideal for all investors and traders who wish to start using advanced portfolio
management techniques to become more efficient, profitable traders.
Position sizes which are included in the software are: Fixed Percent Risk, Float Percent Units, Fixed Units, Fixed
Dollar and more. This software application is simple to use, and enables you to calculate the most optimal position
size whilst taking into account your desired tolerances for risk.
Publisher: Anfield Capital Pty Ltd|
Date:
22-04-2007 | Size: 121 KB |
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StockNews
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License:
Shareware |

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Stock News lets you continuously monitor news headlines for all securities traded on Wall Street. You may add or remove news sources to monitor. The notification feature plays a sound whenever your key word or phrase appears in a headline..
Publisher: JaffySoft|
Date:
23-05-2003 | Size: 4680 KB |
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Real Estate Notebook
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License:
Shareware |

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Real Estate Notebook, created by Bicentennial Software, LLC, is a stand alone database driven, real estate analysis program that enables the user to save and compare critical information regarding properties that he or she is looking to purchase and/or may already own. Real estate investors will appreciate Real Estate Notebook’s ability to immediately calculate many items critical to the proper evaluation of a property including the monthly mortgage payment, mortgage amortization, straight-line depreciation, capitalization rate, and, most importantly, the return on investment (ROI). Since many of these variables can be affected by the number of rental units contained in a particular property, Real Estate Notebook enables the user to enter an unlimited number of units for each property along with each unit’s separate rental rate.
Publisher: Bicentennial Software, LLC|
Date:
16-05-2005 | Size: 3523 KB |
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StockWhip
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License:
Demo |

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StockWhip keeps detailed records of your stock portfolios and with cash reserves, gives you accurate performance figures over multiple time periods for each month of operation in comparison with an index of your choice. It supports watchlists to track arbitrary lists of stocks and can suggest entry points and portfolio weightings according to risk analysis. It can generate reports on your income and capital gains for tax reporting for any period of choice. Dividends, interest and cash injections and withdrawals are all factored into performance figures. The task tray can alert you to upper and lower price breaks either set by you or automatically recommended based on complex linear regression algorithms.
Publisher: DarkTurtles|
Date:
30-09-2007 | Size: 3355 KB |
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Equity Rider Standard Edition, monthly
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License:
Shareware |

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EquityRider is an advanced stock charting and trading systems analysis software for many markets: stocks, forex, and futures. It allows you to create custom indicators, derive indicators based on standard ones, and plot them on charts Real-Time or historical. Test custom trading strategies on up to 30 years of historical data. Monitor your portfolio for BUY/SELL signals on your criteria. Charts support multiple indicators and trading signals with ability to draw custom lines, trend lines, write on charts and use many other drawing tools including Fibonacci line, channel and fan.
Features:
* Back-test technical investment strategies
* Plot technical historical and real-time Stocks/Forex/Futures charts
* Over 100 easily customizable technical indicators
* Create custom indicators from scratch or derive new from existing indicators
* Create and apply trading strategies on different data cycles.
Publisher: Equity Rider Trading Inc.|
Date:
29-09-2006 | Size: 1074 KB |
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Optimal Trader
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License:
Shareware |

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Trading software for stocks, ETF's, currencies, mutual funds and indices! Optimal Trader combines technical analysis with artificial neural networks and modern adaptive signal processing. Most indicators have been improved with new technology. A large database with stocks, mutual funds and indices is available for free.
Features:
*Optimal Trader's Combined Analysis Model merges the buy and sell signals of the active models into a single buy or sell signal. The Combined Analysis Model produces more stable trading signals than trading signals from single models.
*Pick winning stocks or funds with the Portfolio Scan feature based on your criteria and neural network forecasting.
Publisher: Optimal Trader|
Date:
04-12-2007 | Size: 3344 KB |
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QuoTracker
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License:
Shareware |

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QuoTracker is a tool which facilitates the monitoring and tracking of your investment in global stock markets and US/Can. mutual funds. It collects and connects information (chart, quote, news, profile etc.) from different free Internet services, puts everything onto an easy-to-glance Explorer-like interface, and lets you access them quickly at your mouse-click. QuoTracker is loaded with features and customization options..
Publisher: Sunnymoon Consulting|
Date:
30-06-2002 | Size: 6149 KB |
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Universal
Explorer
Powerful windows
explorer file
manager and
viewer.
Disk
Size Manager
Analyses
hard disk space and collects statistics.

Web
Data Mining
Extract
information from web. Download tools, data grabber.

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