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Portfolio Software

 

 Real Estate Notebook 

 
 
Real Estate Notebook is a standalone, database driven application that analyzes and stores investment property information. The software can create reports on individual properties and give information on entire portfolio totals. Company: Bicentennial Software, LLC 
Date Released: 16-05-2005 
Program Size:
3523 KB
License: Shareware
Platform: Win98,WinME,WinNT 4.x,Windows2000,WinXP,Windows2003
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 QuoTracker 

 
 
The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations. Company: Sunnymoon Consulting 
Date Released: 30-06-2002 
Program Size:
6149 KB
License: Shareware
Platform: Windows
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 Equity Rider Standard Edition, monthly 

 
 
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 Company: Equity Rider Trading Inc. 
Date Released: 29-09-2006 
Program Size:
1074 KB
License: Shareware
Platform: Win98,WinME,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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 CVP optimizer 

 
 
SmartFolio is a state-of-the-art asset management software for investment professionals and private investors. It contains advanced portfolio optimization and risk management techniques, based on the latest achievements in portfolio theory. The software combines highly advanced and innovative analytics with a user-friendly, intuitive interface, perfectly suited to any level of expertise and experience. Company: ARCAIM SOFTWARE 
Date Released: 04-02-2002 
Program Size:
303 KB
License: Shareware
Platform: Windows
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 AMI Presentation Wizard 

 
 
The Artists Portfolio Creator allows you to create great looking digital portfolios showcasing your artworks and burn these portfolios to CD or export them to PDF files. It's easy to use and perfect for making high quality submissions to galleries and magazines. Company: Alchemy Mindworks 
Date Released: 10-10-2002 
Program Size:
5069 KB
License: Shareware
Platform: Windows
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 OmniValue 

 
 
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. Company: Milliplex 
Date Released: 3-92-2002 
Program Size:
2100 KB
License: Shareware
Platform: Windows
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 LiveProject Premium Viewer 

 
 
LiveProject allows you to view and print your .mpp project files without the need or cost of extra Microsoft Project licenses. Includes Project Dashboards and Project Portfolio Dashboards with drill-down functionality. Export to several formats. Company: KaDonk, Inc. 
Date Released: 14-09-2009 
Program Size:
28680 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,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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 ESQuotes 

 
 
This program will allow to manage your portfolio risk in a comprehensive way. With CVaR Expert you can analyze the Value at Risk, Beta VaR, Component VaR and Conditional Value at Risk measures, even for multicurrency portfolios. Furthermore, you can calculate the optimum portfolio minimising the Conditional Value at Risk, being able to amazingly reduce the risk of your investments with this extremely robust technique of risk analysis. Company: Gilmore Software Development, Inc. 
Date Released: 03-03-2001 
Program Size:
1246 KB
License: Shareware
Platform: Windows
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 Basic Icon Set 

 
 
Get your program a fresh look and feel using a new set of icons. The set includes the most frequently used toolbar and menu icons. All Windows XP style-like icons you need for items in menus from File to Help. Company: LuckyIcon Art 
Date Released: 30-08-2005 
Program Size:
404 KB
License: Demo
Platform: Win95,Win98,WinME,WinXP,WinNT 4.x,Windows2000,Windows2003
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 Photo Flash Gallery 

 
 
The classical Markowitz-Sharpe optimization model for investment portfolios finally gets applicable in practice. This software will allow you to import market data, define groups of assets, specify legal and market constraints and then find the optimum portfolio composition. Company: SoftInvent 
Date Released: 27-06-2006 
Program Size:
439 KB
License: Shareware
Platform: Win 3.1x,Win95,Win98,WinME,WinNT 3.x,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,Unix,Linux,Linux Console,Linux Gnome,Linux GPL,Linux Open Source,Mac PPC,Mac OS 9,Mac OS X,Mac OS X 10.1,Mac OS X 10.2,Mac OS X 10.3,Mac OS X 10.4,Mac OS X 10.5,Mac Other,Windows CE,Pocket PC
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 ES Flash XML Photo Gallery 

 
 
Portfolio Manager is 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. Company: EnergyScripts 
Date Released: 02-03-2007 
Program Size:
318 KB
License: Shareware
Platform: Win 3.1x,Win95,Win98,WinME,WinNT 3.x,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,Unix,Linux,Linux Gnome,Linux GPL,Linux Open Source,OS/2,OS/2 Warp,OS/2 Warp 4,MAC 68k,Mac PPC,Mac OS 9,Mac OS X,Mac OS X 10.1,Mac OS X 10.2,Mac OS X 10.3,Mac OS X 10.4,Mac OS X 10.5,Mac Other
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 CoolTick - Stock Ticker 

 
 
CoolTick is an simple, small, intuitive, scrolling stock ticker. It's loaded with customizable options including your own list of as many stocks as you want to watch. Company: PaintedBus Partners 
Date Released: 01-08-2003 
Program Size:
141 KB
License: Shareware
Platform: Win98,WinME,WinNT4.x,WinXP,Windows2000
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 Excel VBA Models Combo Set 

 
 
The Excel VBA Models Open Source Code Combo Set contains 37 programs in finance, statistics, option pricing models, and numerical methods in open source code. Programs include Distribution 12 Random Number Generator, 6 Option Pricing Models & more.. Company: Excel Business Solutions Int'l Corp. 
Date Released: 01-02-2005 
Program Size:
975 KB
License: Shareware
Platform: Win98,Windows2000,WinXP,Windows2003
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 E-catbuilder 

 
 
The E-cat™ is an interactive, engaging way to distribute product information to customers, distributors and prospects. The catalog is designed for speedbrowsing in an integrated user environment, maximum flexibility and ease of maintenance. Company: Flash-catalogs.com 
Date Released: 11-11-2005 
Program Size:
6000 KB
License: Shareware
Platform: WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000
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 CapeTools QuantTools XL 

 
 
QuantTools XL (Excel Addin) is a financial instrument modelling toolkit for Microsoft Excel. Used for managing, pricing and risk management of fixed income, foreign exchange and equity derivatives. Company: CapeTools QuantTools 
Date Released: 13-11-2006 
Program Size:
60402 KB
License: Shareware
Platform: WinXP,WinNT 4.x,Windows2000,Windows2003
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 TA4.Net 

 
 
Technical analysis library for .Net. TA4.Net comprises 76 most popular technical analysis functions and indicators. Technical Analysis functions usage samples are available for both C# and VB.Net. Company: OLSOFT 
Date Released: 03-11-2005 
Program Size:
469 KB
License: Shareware
Platform: Win95,Win98,WinME,WinXP,WinNT 3.x,WinNT 4.x,Windows2000,Windows2003
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 Visual Stock Options 

 
 
Visual Stock Options Analyzer (VOptions) is a powerful analysis tool for development, testing, and application of stock and options strategies. VOptions allows you to test your strategies, and explore "what-if" scenarios with ease. Company: OLSOFT 
Date Released: 18-04-2007 
Program Size:
3043 KB
License: Shareware
Platform: Win98,WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000,Windows2003
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 CapeTools QuantTools Developer 

 
 
QuantTools Developer (c++, java, .NET, ActiveX) is a financial instrument modelling toolkits for the Windows platform; Used for managing, pricing and risk management of fixed income, foreign exchange and equity derivatives. Company: CapeTools QuantTools 
Date Released: 13-11-2006 
Program Size:
60402 KB
License: Shareware
Platform: WinXP,WinNT 4.x,Windows2000,Windows2003
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 Equity Rider Standard Edition 

 
 
Catfood Quote tracks your stock portfolio easily from the Windows taskbar. A taskbar icon updates to indicate the performance of your stocks - you can see at a glance if your portfolio is up or down for the day. Hover your mouse over the icon and a tooltip will display the last sale price for your stocks. Company: Equity Rider Trading Inc. 
Date Released: 29-09-2006 
Program Size:
1074 KB
License: Shareware
Platform: Win98,WinME,Windows2000,WinXP,Windows2003
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 iMoneysoft 

 
 
Simplify your finances with iMoneyso, the groundbreaking personal finance manager! Whether you want to organize your finances, manage your budget, track your portfolio, or just automatically balance your checkbook, iMoneysoft is the solution for you. Company: iMoneysoft 
Date Released: 10-12-2007 
Program Size:
3906 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
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 Retirement Investment Required + 

 
 
This program is a version of a program that will show you how much you need to invest monthly to reach retirement goals. It will run under Win 95, 98, Me, NT4, XP,& 2000. Company: Bent Tree Software 
Date Released: 05-05-2001 
Program Size:
1212 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000
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 ArtistScope CD 

 
 
For copy protection of content distributed by email, download or on CD. ArtistScope CD produces an encrypted archive to prevent easy extraction of content. Viewable in all Windows browsers, ArtistScope CD is ideal for catalogue and portfolio distribution. ArtistScope CD compiles your content into an encrypted archive, combining all your data and image files into a single file. That archive will run similar to a mini web server and run from anywhere, from the user's hard-drive or CD. Almost anything that you can run on your web site can be run on ArtistScope CD. With a few link modifications to your existing web site, it could be run from CD or downloaded to the end user to run on their computer. Features include optional password protection and expiration of the archive. Can be used in conjunction with Copysafe to protect individual pages/images from Printscreen and screen capture. Company: William Kent 
Date Released: 03-08-2003 
Program Size:
3074 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000,Windows CE
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 Personal Stock Streamer 

 
 
With Personal Stock Streamer, the active investor can track stocks in real-time; get live technical intraday and historical charts; execute trades; calculate gains; collaborate with groups; all free w/ supported brokerage accounts. Company: DTLink Software 
Date Released: 30-09-2009 
Program Size:
10427 KB
License: Freeware
Platform: Win98,WinME,WinXP,Windows2000,Windows2003,Windows Tablet PC Edition 2005,Windows Media Center Edition 2005,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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 Smart Investor's Calculator for Palm OS 

 
 
Smart Investor's Calculator (SIC) allows users to find optimal investment portfolios through solving allocation problems with the selected criterion and restrictions on shares of investment in each instrumentgroup. Company: AdvMathAppl 
Date Released: 20-10-2004 
Program Size:
67 KB
License: Shareware
Platform: Palm OS 3.0,Palm OS 3.1,Palm OS 3.2
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 Smart Investor's Calculator for Windows OS 

 
 
Smart Investor's Calculator (SIC) allows users to find optimal investment portfolios through solving allocation problems with the selected criterion and restrictions on shares of investment in each instrumentgroup. Company: AdvMathAppl 
Date Released: 20-10-2004 
Program Size:
107 KB
License: Shareware
Platform: Win95,Win98,WinME,WinNT 3.x,WinNT 4.x,Windows2000
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 Smart Investor's Calculator for Pocket PC 

 
 
Smart Investor's Calculator (SIC) allows users to find optimal investment portfolios through solving allocation problems with the selected criterion and restrictions on shares of investment in each instrumentgroup. Company: AdvMathAppl 
Date Released: 20-10-2004 
Program Size:
91 KB
License: Shareware
Platform: Windows CE
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 SideTick 

 
 
SideTick offers a simple and easy way to keep track of your favorite stocks. This application is loaded with many features including: an intuitive portfolio tracker, stock & index ticker, and easy to follow tutorials to get the most from SideTick. Company: Celetrade Corporation 
Date Released: 26-05-2006 
Program Size:
3173 KB
License: Freeware
Platform: Win98,WinME,Windows2000,WinXP,Windows2003
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 World Stock Charts 

 
 
Complet program that will help you organize all your finance information. Contains 4 ready to use organizers (data templates): ACCOUNT: organize account transactions. PORTFOLIO: organize and track investments. MYWEB: organize your private web accounts. ALLWEB: lists top online finance and investment resources. Company: Qwill Ltd 
Date Released: 16-07-2005 
Program Size:
5430 KB
License: Freeware
Platform: Windows2000,WinXP
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 Streamcatbuilder 

 
 
The Streamcat™ is an interactive, engaging way to distribute product information to customers, distributors and prospects. The catalog is designed for speedbrowsing in an integrated user environment, maximum flexibility and ease of maintenance. Company: Flash-catalogs.com 
Date Released: 11-11-2005 
Program Size:
4000 KB
License: Shareware
Platform: WinME,WinNT 3.x,WinNT 4.x,WinXP,Windows2000
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