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Mutual Funds Software

 

 ESQuotes 

 
 
Powerful Excel workbook for stocks & mutual funds. Quotes directly from Internet with no downloads or conversions. Manage stocks & mutual funds your way. Stealth quote interface uses simple & familiar =functions(). Works with all proxy servers.Example workbook with spreadsheets show how to dynamically update market price, change, volume, high/low price, date, and time. Company: Gilmore Software Development, Inc. 
Date Released: 03-03-2001 
Program Size:
1246 KB
License: Shareware
Platform: Windows
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 QuoTracker 

 
 
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. Company: Sunnymoon Consulting 
Date Released: 30-06-2002 
Program Size:
6149 KB
License: Shareware
Platform: Windows
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 Fund Manager - Personal 

 
 
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. Company: Beiley Software 
Date Released: 31-01-2005 
Program Size:
1792 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000,WinXP,Windows2003
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 Portfolio Evaluator + 

 
 
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. Company: Bent Tree Software 
Date Released: 05-05-2001 
Program Size:
1204 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000
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 Fund Manager - Advisor 

 
 
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. Company: Beiley Software 
Date Released: 31-01-2005 
Program Size:
2810 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000,WinXP,Windows2003
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 Fund Manager - Professional 

 
 
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. Company: Beiley Software 
Date Released: 31-01-2005 
Program Size:
1813 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000,WinXP,Windows2003
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 Optimal Trader 

 
 
Stock Analysis Software with cutting edge technology. Optimal Trader offers technical analysis based on neural networks and modern signal processing. A large database with stocks, mutual funds, ETF's and indices is available for free. 30 days trial! Company: Optimal Trader 
Date Released: 22-09-2007 
Program Size:
3344 KB
License: Shareware
Platform: Win98,WinME,WinNT 4.x,Windows2000,WinXP,Windows2003,Windows Vista Starter,Windows Vista Home Basic,Windows Vista Home Premium,Windows Vista Business,Windows Vista Enterprise,Windows Vista Ultimate,Windows Vista Home Basic x64,Windows Vista Home Premium x64,Windows Vista Business x64,Windows Vista Enterprise x64,Windows Vista Ultimate x64
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 Magic Charts 

 
 
Tool to easily follow the stock market using Point and Figure charts.Get a set of updated charts everyday in your mailbox (or if you preferdownload the charts files from our website)We have charts of the following markets:USUS mutual funds, ETF's and iSharesCanadaUnited KingdomEuropeWe send our sample portfolio everyday, so it is easy to see how we getsuch good results on our portfolio, we did +102% in 2001!. Company: Magic Potion 
Date Released: 01-02-2003 
Program Size:
4996 KB
License: Demo
Platform: Windows
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 MQ Downloader 

 
 
Download free historical stock quotes and store historical stock prices in metastock format. Intraday and End-of-day quotes for mutual funds, market indices and stocks. Company:  
Date Released: 01-03-2004 
Program Size:
1279 KB
License: Shareware
Platform: Win98,WinME,WinXP,Windows2000
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 HQuote Pro Historical Stock Prices Downloader 

 
 
Download free historical stock quotes and store historical stock prices in metastock format. Intraday and End-of-day quotes for mutual funds, market indices and stocks. Metastock and ASCII format supported. Split adjusted historical data. Company: HQuotes.com 
Date Released: 30-07-2004 
Program Size:
1004 KB
License: Shareware
Platform: Win98,WinME,WinXP,Windows2000,Windows2003
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 ITLocus Charting 

 
 
IT Locus Charting is an advanced charting application for graphical analysis of financial and stock market. It supports any number of windows with an arbitrary number of charts of stocks, futures, mutual funds or indices in each of them. Company: ITLocus.com 
Date Released: 03-03-2004 
Program Size:
10000 KB
License: Shareware
Platform: Win95,Win98,WinME,WinXP,Windows2000,Unix,Linux,Mac PPC
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 HSQuote Stock Quote Downloader 

 
 
Downloads free historical end-of-day stock quotes, market indices, mutual funds, money market funds, corporate bonds and metals, on major exchanges AROUND the WORLD, in MetaStock or spread-sheet format; works with most popular technical analysis software packages. Company: HSQ Digital Products 
Date Released: 01-12-2002 
Program Size:
868 KB
License: Shareware
Platform: Windows
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 Smartstock 

 
 
GsnIndia: Stock Trading software design to Increase Your Return, Minimise Your Losses by capturing the Stock Volatility. It is Designed for BSE which is Based on Robert Lichello Investment Theory. Company: Gyarsi Systems Network (p) Ltd 
Date Released: 11-02-2005 
Program Size:
3886 KB
License: Demo
Platform: Win98,WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000,Windows2003
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 DownloaderXL Pack 

 
 
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, mutual fund data + more! Company: Franz AG 
Date Released: 01-11-2006 
Program Size:
1792 KB
License: Shareware
Platform: Win98,WinME,WinXP,WinNT 4.x,Windows2000
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 World Stock Charts 

 
 
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. Company: Qwill Ltd 
Date Released: 16-07-2005 
Program Size:
5430 KB
License: Freeware
Platform: Windows2000,WinXP
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 Analyzer XL Pack 

 
 
Technical Analysis in Microsoft Excel. 146 indicators and experts. Free download real and historical stock quotes from USA, Europe, and Canada into Excel spreadsheets. Mutual funds, corporate bonds, Major USA Market Indices, Major World Indices etc. Company: Franz AG 
Date Released: 30-10-2006 
Program Size:
2427 KB
License: Shareware
Platform: Win98,WinME,WinXP,WinNT 4.x,Windows2000
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 AnalyzerXL 

 
 
Trading and stock quotes downloading software for Microsoft Excel. Library of 165 technical analysis functions. You can download historical end-of-day and real time quotes into spreadsheets. Portfolio, stock options, stock charts, intraday. Company: OLSOFT 
Date Released: 02-12-2008 
Program Size:
4874 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000,Windows2003,Windows Vista Starter,Windows Vista Home Basic,Windows Vista Home Premium,Windows Vista Business,Windows Vista Enterprise,Windows Vista Ultimate
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 My Funds 

 
 
My Funds is a program for managing checking and savings accounts, their transactions and balances. Both Real and Settled balances are shown. The real balance reflects the balance for all transactions, while the settled balance reflects the balance for only settled transactions. Company: Jeffrey Surry 
Date Released: 09-03-2003 
Program Size:
2484 KB
License: Shareware
Platform: Windows
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 TraderXL Pro 

 
 
All-in-one investment solution for Microsoft Excel: 165 technical analysis functions, historical data downloads, real-time quotes, neural network-based prediction and classification, strategy backtesting, portfolio tracking, options chain downloads. Company: OLSOFT 
Date Released: 03-12-2008 
Program Size:
6950 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000,Windows2003,Windows Vista Starter,Windows Vista Home Basic,Windows Vista Home Premium,Windows Vista Business,Windows Vista Enterprise,Windows Vista Ultimate
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 DownloaderXL 

 
 
Trading and stock quotes downloading software for Microsoft Excel. You can download historical end-of-day and real time quotes into spreadsheets. Portfolio, stock options, stock charts, intraday. Company: OLSOFT 
Date Released: 20-04-2006 
Program Size:
3838 KB
License: Shareware
Platform: Win95,Win98,WinME,WinXP,WinNT 3.x,WinNT 4.x,Windows2000,Windows2003
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 Variable Investment Analyst 

 
 
Variable Investment Analyst calculates profit, periodic, cumulative, & average annual total return, internal rate of return (IRR), capital gain, buy/sell prices, basis worksheets. Many charts. Very useful for investments w/multiple cash flows. Company: Horizon Software 
Date Released: 27-06-2003 
Program Size:
250 KB
License: Shareware
Platform: MS-DOS
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 IRA Tracker 

 
 
Track your IRA stock and mutual fund information and history to see how it has historically performed, based on your monthly/quarterly/yearly input. Allows you to enter e-mail and website information for each stock/fund administrator. Enter the stock/fund ticker (market symbol) and IRA Tracker will link you to Internet for the current share price. Company: ALMSys, Inc. 
Date Released: 03-04-2008 
Program Size:
6716 KB
License: Shareware
Platform: Win95,Win98,WinME,Windows2000,WinXP,Windows2003,WinME,Windows Vista Starter,Windows Vista Home Basic,Windows Vista Home Premium,Windows Vista Business,Windows Vista Enterprise,Windows Vista Ultimate
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 Horizon Investment Analyst 

 
 
Horizon Investment Analyst calculates profit, periodic, cumulative, & average annual total return, internal rate of return (IRR), capital gain, buy/sell prices, basis worksheets. Many charts. Very useful for investments w/multiple cash flows. Company: Horizon Software 
Date Released: 07-04-2004 
Program Size:
3497 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000
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 EazyEFT 

 
 
EazyEFT is an easy to use utility for the management of direct debits / credits and the generation of "EMT" files which can then be sent to your bank, subject to prior registration and acceptance with the bank. Company: Lir Software Ltd 
Date Released: 20-10-2004 
Program Size:
7040 KB
License: Demo
Platform: WinNT 4.x,WinXP,Windows2000
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 OmniValue 

 
 
With OmniValue you can organize your financial assets into portfolios and "owners." A portfolio contains assets of the same type, and the owner represents all assets that have the same legal owner. The assets are shown in a "value explorer" that's similar to the Windows Explorer. Company: Milliplex 
Date Released: 3-92-2002 
Program Size:
2100 KB
License: Shareware
Platform: Windows
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 StockMarketEye 

 
 
StockMarketEye is an easy to use stock watcher and portfolio tracker that helps you keep an eye on your investments and the stock market. Track portfolios, keep watchlists, view charts, built-in symbol search and free, flexible quote retrieval. Company: TransparenTech LLC 
Date Released: 12-08-2009 
Program Size:
5038 KB
License: Shareware
Platform: WinNT 3.x,WinNT 4.x,WinXP,Windows2000,Windows2003,Windows Vista Starter,Windows Vista Home Basic,Windows Vista Home Premium,Windows Vista Business,Windows Vista Enterprise,Windows Vista Ultimate
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 Personal Finances + 

 
 
Programs include: annuity/pension payout,auto loan calculators, financial statement, growing money, retirement investment required, saving/pension growth, portfolio evaluator, portfolio fundamentals. Company: Bent Tree Software 
Date Released: 07-05-2001 
Program Size:
1327 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000
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 Money Manager 

 
 
Take control of your budget with Money Manager. This personal budget software allows you to manage checking, savings, credit cards, loans, debt accounts. You can even create your own account types! Company: Sprika Software 
Date Released: 20-02-2008 
Program Size:
3149 KB
License: Shareware
Platform: Windows2000,WinXP,Windows2003,Windows Vista Starter,Windows Vista Home Basic,Windows Vista Home Premium,Windows Vista Business,Windows Vista Enterprise,Windows Vista Ultimate
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 Widdly 

 
 
Widdly is a tool for technical analysis charting and financial analysis of stocks, indicies, macroeconomical data, currencies, funds and more. Widdly makes downloading and importing data from any given data source an easier task than ever. Company: widdly 
Date Released: 15-01-2007 
Program Size:
292 KB
License: Freeware
Platform: Windows2000,WinXP,Windows2003,Windows Vista Starter,Windows Vista Home Basic,Windows Vista Home Premium,Windows Vista Business,Windows Vista Enterprise,Windows Vista Ultimate,Windows Vista Home Basic x64,Windows Vista Home Premium x64,Windows Vista Business x64,Windows Vista Enterprise x64,Windows Vista Ultimate x64
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 Simply Checking + Budget Manager 

 
 
Our checkbook software is so easy to use, sometimes less is more! Unlike other checkbook software, all of our controls are visible on screen, not buried in a labyrinth of menus, yet our checkbook software is packed with convenient features. Company: Simply Software Co. 
Date Released: 05-12-2004 
Program Size:
11205 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 4.x,Windows2000,WinXP
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