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PortfolioTK is a stock portfolio manager that provides both accurate quantitative statistics and advanced charting.
Create a portfolio with this spreadsheet for Excel 97 or better. Enter your past and present stock holdings. See your gains and losses at a glance. Get on-line quotes from: CNN, Quicken, Quote, NASDAQ, PC Quote, Toronto, Hk, India, Germany
Apply the Markowitz Theory and CAPM to construct the optimal portfolio with/without asset weight constraints with respect to the risk, return or investors utility function. Also Performance Eval, interpolation, analysis of Efficient Frontier and CML.
SmartFolio is a state-of-the-art asset allocation software for investment professionals and private investors. It contains advanced portfolio optimization and risk management algorithms, based on the latest achievements in portfolio theory.
Manage Invest is a comprehensive investment portfolio management and technical analysis software package. It can handle all types of assets and includes end of day data access to 50 major exchanges worldwide.
Financial Analysis is a software product that even in it`s basic standard edition offers great possibilities for evaluating business or portfolio performances. This easy to use program gives you results rich in numerical and graphic presentation.
The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations.
Portfolio Manager is a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal time and effort you can keep track of which stocks you have bought and sold, along with any associated dividends.
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 or online
Catfood Quote tracks your stock portfolio from the Windows taskbar - you can see at a glance if your portfolio is up or down for the day. Quotes are pulled from the Amex, LSE, Nasdaq, NYSE and TSE markets.