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Software Listing: Portfolios
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Merops
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License:
Shareware |

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Stock exchange software for the management of portfolios.
Ergonomic and complete, it allows you to follow your investments in all simplicity.
Feed automatically by quotations, it thus avoids monotonous manual updating daily and shows you at any given moment the real state of your portfolios. Merops was created just as well for individuals as it was for asset managers and other professionals.
Historical transactions, Management of cash, contributions / withdrawals, payments, ... Dividends, allocation, division of nominal, subscription rights, ... Graphics by security, valuation, currency, market, sector, profits, loss Printing of portfolios Synthesis of dividends, synthesis by security More than 100 columns (sell price, break even point, stop loss, PV, objective, .
Publisher: Merops|
Date:
22-12-2007 | Size: 2153 KB |
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Personal Portfolio Manager
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License:
Shareware |

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PPM is a portfolio management and stock charting system designed specifically for individual investors. It maintains complete records of capital gains, dividends and other income for tax purposes. It allows assets to be divided into different portfolios for independent tracking of IRA's, 401k's, etc. PPM analyzes the performance of individual securities and complete portfolios. It downloads current and historic stock prices from the internet..
Publisher: OWL Software|
Date:
25-02-2003 | Size: 1474 KB |
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Stock Quotes for Smartphone
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License:
Shareware |

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Stock Quotes for Smartphone is an easy-to-use application for modern mobile platform. It allows you to monitor stock quotes information provided by Yahoo in real time. Besides, you can view news relevant to the selected stock, set customizable alerts, search for ticker and get company summary information by its stock symbol. Stock Quotes for Smartphone consists of 4 main views: portfolio, stock, news and alerts.
Control your stocks while you work or while you are mobile.
Stock quotes are grouped into portfolios. You can have unlimited number of portfolios. Stock Quotes for Smartphone provides the main information for the selected portfolio: base and current cost and gain.
Publisher: OLSOFT|
Date:
12-21-2005 | Size: 1046 KB |
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Stock Quotes for Pocket PC
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License:
Shareware |

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Stock Quotes for Pocket PC is an easy-to-use application for modern mobile platform. It allows you to monitor stock quotes information provided by Yahoo in real time. Besides, you can view news relevant to the selected stock, set customizable alerts, search for ticker and get company summary information by its stock symbol. Stock Quotes for Pocket PC consists of 4 main views: portfolio, stock, news and alerts.
Control your stocks while you work or mobile.
Stock quotes are grouped into portfolios. You can have unlimited number of portfolios. Stock Quotes for Pocket PC provides the main information for the selected portfolio: base and current cost and gain.
Publisher: OLSOFT|
Date:
05-12-2005 | Size: 3241 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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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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Personal Progress File - Personal Edition
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License:
Freeware |

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Personal Progress File (PPF) is designed to assist in the creation, maintenance and printing of portfolios for the United Kingdom's National Record of Achievement. It isupremely easy to use, having been designed for use by complete computer novices. It isn't even necessary for users to save their files, it is done automatically. In fact this software is loaded with failsafe features to prevent loss of data. Other easy to use features include a spell-checker and a print-preview display. A key feature of the software is its ability to automatically format and print correctly on the official pre-printed NRA sheets.
Publisher: MiRaGe Audio Visual Media|
Date:
12-06-2000 | Size: 3016 KB |
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Stator-AFM (Professional)
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License:
Demo |

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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. Update price data for free using our online price update feature, link contract
notes and files to each trade, maintain a trading journal/diary, plus many more exciting features.
Publisher: Anfield Capital Pty Ltd|
Date:
22-04-2007 | Size: 15979 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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AMI Presentation Wizard
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License:
Shareware |

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AMI Presentation Wizard builds self-displaying, interactive slide shows, photo albums, brochures, clickable advertisements, distributable portfolios and other multimedia applications that display on Windows systems without additional software. Use your choice of pictures, sounds, animations, graphic elements and clickable web page links. Download an evaluation copy and try it out. Transform your ideas into professional presentations..
Publisher: Alchemy Mindworks|
Date:
10-10-2002 | Size: 5069 KB |
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SpeedResearch Stock Market Browser
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License:
Shareware |

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The SpeedResearch Browser is a web browser with a powerhouse collection of active stock data links and research browsing wizards that will save you hours researching your stocks online. It's customizable for any market and easy to learn. Build multiple portfolios linked to hundreds of web sites or directly to charts, after-hours data, real-time quotes, msg boards, news, financials and more..
Publisher: Ronald M. Kucynski|
Date:
17-12-2000 | Size: 0 KB |
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WizAdvisor E-Marketing Start
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License:
Shareware |

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The WizAdvisor is an innovative and efficient virtual advisor tool that helps enterprises with a broad product or service range to promote their offers to clients and customers.
Thousands of customers have used the intelligent WizAdvisor software to find and buy products. Like a good sales advisor, the WizAdvisor creates a dialogue with your customers, asking questions about usage and needs, to present then the best suited products or services. Due to life calculation and dynamic questions, the WizAdvisor always comes up with a result - no frustrating "Sorry, no product found. Try again.
Publisher: Internet Invest GmbH|
Date:
21-12-2006 | Size: 14182 KB |
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Portfolio Optimization
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License:
Shareware |

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The Portfolio Optimization model calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The unique design of the model enables it to be applied to either financial instrument or business portfolios. The ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions..
Publisher: Excel Business Tools|
Date:
12-04-2002 | Size: 120 KB |
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Tradetrek Enterprise
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License:
Demo |

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Offers investors a complete set of stock analysis and trading strategy tools: Live Stock Picks search for optimum trading opportunities and post them in real-time. Neural-Network 5-day forecast calculates a stock's likely price movement. Block Trades keeps you informed of the activities of institution investors. Other advanced tools includes Money Flow, Volume Weighted Average Price, Tick Chart, self-updating portfolios, etc..
Publisher: Tradetrek.com, Inc.|
Date:
07-07-2001 | Size: 1181 KB |
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WizAdvisor E-Marketing Pro
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License:
Shareware |

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The WizAdvisor is an innovative and efficient virtual advisor tool that helps enterprises with a broad product or service range to promote their offers to clients and customers.
Thousands of customers have used the intelligent WizAdvisor software to find and buy products. Like a good sales advisor, the WizAdvisor creates a dialogue with your customers, asking questions about usage and needs, to present then the best suited products or services. Due to life calculation and dynamic questions, the WizAdvisor always comes up with a result - no frustrating "Sorry, no product found. Try again.
Publisher: Internet Invest GmbH|
Date:
21-12-2006 | Size: 14381 KB |
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eTikr - Free Stock Quotes for Excel
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License:
Freeware |

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eTikr is a free Excel download, it allows users to download free stock quotes & market data directly in pre-built free Excel templates. Power users can build custom alerts and screens by using detailed quotes data comprising over 40 attributes including moving avgs, ranges etc. Streaming stock quotes can be used to create custom stock screens..
Publisher: eTikr.com|
Date:
26-04-2006 | Size: 3808 KB |
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CapeTools QuantTools XL
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License:
Shareware |

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CapeTools QuantTools XL (Excel Addin) is a financial instrument modelling toolkit. The library contains more than 2100 functions used for managing, pricing and risk management of financial derivatives.
Over 120 categories of financial functions are supported :
Markets (Indexes, Calendar, FX objects).
Market Curves (Regular, XCCY, Bond, Repo & Credit YieldCurves as well as Volatility Curves).
Query Market Curves (Query curves objects within the Market Curves category).
Credit Derivatives (Credit Link Notes, Credit Default Swaps (CDS) and Options (including Regular, Binary and structured).
Publisher: CapeTools QuantTools|
Date:
13-11-2006 | Size: 60402 KB |
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World Stock Charts
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License:
Freeware |

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World Stock Charts is a complete solution for Charting and Tracking Stocks, Funds and Indices with over 50 Forms of Technical Analysis built into it.
Using data freely available on the internet World Stock Charts can function with 49 Exchanges from 27 Countries.
World Stock Charts comes with Unlimited watchlists and a comprehensive Accounts Manager allowing for an unlimited number of portfolios to be created with the ability to track both long or short positions.
The Charting area is able to display over 50 different indicators with the added ability to add an Index's to a chart.
No End of Day or Intraday data source is needed.
Publisher: Qwill Ltd|
Date:
16-07-2005 | Size: 5430 KB |
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Stock Sector Monitor
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License:
Shareware |

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View best and worst performing stock sectors. Stock Sector Monitor is a stock quotes monitoring software that allows you instantly track over 200 stock industry sector groups and over 7000 public companies online. With Stock Sector Monitor you easily can find daily top gaining and losing stocks in each stock sector, watch quotes, percentage change, volume and other quotes information, print reports, easily access news, charts, company financial data on the web and create and maintain your own stock portfolios..
Publisher: Ashkon Technology LLC|
Date:
12-05-2008 | Size: 808 KB |
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Finance Audience
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License:
Shareware |

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Finance Audience is a technical analysis software for stock watch and screening. It can be easily setup for the US market or any local market.
The Unique Tool to Master the Art of Technical Analysis
Finance Audience creates eye-catching charts, and offers a powerful screener and a unique simulator to validate your trading systems. This complete suite of tools is a worthy companion to the trader ready to enter in the market. By benchmarking the trading system and then by screening (whatever is the complexity) the market, this software will bind your activity to winning trades.
Valued time leads to valued portfolios!.
Publisher: Sapitech SARL|
Date:
30-03-2004 | Size: 9047 KB |
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OlapX Web Control
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License:
Shareware |

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OlapX Web is a sophisticated multidimensional database browsing ActiveX control for web applications. It enables the creation interactive analysis, reporting and presentation of Microsoft's Analysis Services databases.
Designed for users at any business or technical skill level in a company to perform their own multidimensional analysis, create reports, and share them for better decision making.
- Open MSAS cubes, cubes, cue views or report portfolios from your network or web addresses
- Intuitive navigation thru multidimensional data with mouse clicks
- Easily transfer data to other applications through the clipboard
- It's very easy to choose the data you want to see
- Pareto and dimension options to analyze only the desired records
- Diverse options for sorting your data
- Multiple format options enables you to personalize your information
- Using formatting options according to the information values
- Sophisticated charting format with ability to export to JPG, PNG, BMP, etc
- Easily create presentations with OlapX Application support.
Publisher: OlapXSoftware.com|
Date:
28-08-2004 | Size: 7899 KB |
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OlapX Application
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License:
Shareware |

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OlapX is a sophisticated multidimensional database browsing tool. It enables the creation interactive analysis, reporting and presentation of Microsoft's Analysis Services databases.
Designed for users at any business or technical skill level in a company to perform their own multidimensional analysis, create reports, and share them for better decision making.
- Open MSAS cubes, cubes, cue views or report portfolios from your network or web addresses
- Intuitive navigation thru multidimensional data with mouse clicks
- Easily transfer data to other applications through the clipboard
- It's very easy to choose the data you want to see
- Pareto and dimension options to analyze only the desired records
- Diverse options for sorting your data
- Multiple format options enables you to personalize your information
- Using formatting options according to the information values
- Sophisticated charting format with ability to export to JPG, PNG, BMP, etc
- Easily create presentations with OlapX Application support.
Publisher: OlapXSoftware.com|
Date:
28-08-2004 | Size: 7899 KB |
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OlapX Client Server Control
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License:
Shareware |

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OlapX Cliente Server Developer is a sophisticated multidimensional database browsing ActiveX control for developing new applications. It enables the creation interactive analysis, reporting and presentation of Microsoft's Analysis Services databases.
Designed for users at any business or technical skill level in a company to perform their own multidimensional analysis, create reports, and share them for better decision making.
- Open MSAS cubes, cubes, cue views or report portfolios from your network or web addresses
- Intuitive navigation thru multidimensional data with mouse clicks
- Easily transfer data to other applications through the clipboard
- It's very easy to choose the data you want to see
- Pareto and dimension options to analyze only the desired records
- Diverse options for sorting your data
- Multiple format options enables you to personalize your information
- Using formatting options according to the information values
- Sophisticated charting format with ability to export to JPG, PNG, BMP, etc
- Easily create presentations with OlapX Application support.
Publisher: OlapXSoftware.com|
Date:
28-08-2004 | Size: 7899 KB |
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Stock Research Pro
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License:
Shareware |

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Stock Research Pro is investment software designed to help you identify potential stock investments, research all of the relevant information for any particular stock, analyze that stock through various industry-standard methods and calculations, and track those purchases for investment performance.
Uncovering opportunities in the stock market requires the right information, tools, and persistence. Stock Research Pro is designed to assist those with the desire and persistence to build winning stock portfolios.
Why we developed Stock Research Pro :
The Internet, today, offers a wealth of information for you to make informed investment decisions.
Publisher: Research by Design Software Solutions|
Date:
15-10-2008 | Size: 27030 KB |
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OmniValue
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License:
Shareware |

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OmniValue is an advanced and easy to use application for managing financial assets. All types of assets including stocks, mutual funds, bonds, and bank accounts can be managed in the same OmniValue document. In an OmniValue document assets are organized into portfolios which are owned by an owner. An asset is described by defining transactions such as buy, sell, dividend, or a split. Financial metrics such as market value, gain/loss, cash flow, investment, return, and ROI are automatically calculated at all levels of an OmniValue document, both as numbers and as graphs.
OmniValue supports price updates from quote servers on the Internet.
Publisher: Milliplex|
Date:
15-09-2004 | Size: 2439 KB |
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ImageForge Standard
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License:
Freeware |

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ImageForge is a complete image editing program for retouching photographs, creating or modifying images, assembling .avi animations, generating slide shows or picture albums, producing Windows screensavers, and more. You can produce outstanding results from your own photos and artwork.
A partial listing of ImageForge Features includes the following:
1) Preview window, with zoom and other controls allow you to edit with pixel-level precision;
2) Soft and patterned brushes;
3) Clipart brushes for painting with a series of images;
4) Scatter and Spatter tools;
5) Special Effect Filters;
6) Clone tool for reproducing areas of an image for retouching, etc.
Publisher: CursorArts Company|
Date:
13-10-2004 | Size: 5501 KB |
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InferenceTrade
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License:
Shareware |

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InferenceTrade is a stock market charting, analysis, and trading system development program. It is a complete package, integrating many features, with an emphasis on writing, testing, and implementing custom program-trading systems.
Features:
*Data downloader--get free historical data for stocks, mutual funds, indices, etc. from the web.
*Data Manager--easily organize your charts into subsets.
*Full screen chart viewer--with price, volume, indicators, trading system signals, comparison charts, etc.
*Built-in programming language--write your own custom trading systems and indicators.
*Full screen, multi-line trading system editor with error correction and comments.
Publisher: Mario Mola|
Date:
12-01-2004 | Size: 6440 KB |
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Personal Stock Streamer
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License:
Freeware |

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Personal Stock Streamer is a complete stock streamer and trading platform for the active US investor. With PSS, investors can track hundrds of streaming stock tickers; manage multiple accounts and portfolios; see intraday and historical charts with candle, line and OHLC types and technical analysis indicators including SMA, MACD, RSI, Money Flow, Bollinger Bands, Momentum, and many others; mark up charts with annotations; produce asset allocation charts; collaborate and share stock tips and live annotated charts in real time; create watchlists; record filled orders in a complete transaction register supporting buy, sell, dividend, dividend reinvest, share transfers, return of capital, sell short, buy to cover and split transaction types; retrieve options chains; execute live trades through US exchanges including the NYSE, AMEX, & NASDAQ; calculate unrealized gain or loss on a lot by lot, ticker and portfolio basis; produce capital gains reports; send expression based alerts to email or mobile phones; exchange data with Quicken(tm), Microsoft Money(tm) and Metastock(tm); feed live tickers into Microsoft Excel(tm) for custom analysis; create custom asset classes; drag and drop Internet bookmarks; use a currency table and converter; place a light weight stock ticker bar on the desktop; read per ticker news headlines; organize view layouts with any of several dozen data fields including symbol, price, change, high, low, volume, spread, bid, ask, 52 week high and low, P/E ratio, EPS, dividend, yield, beta, market cap, gain, and others; get quick access to online research including EDGAR and finance.
Publisher: DTLink Software|
Date:
29-07-2009 | Size: 10319 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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