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Free investment portfolio downloads, showing 1 - 10 of about 46
Description of Investment Portfolio Management

Investment Portfolio Management


OTrader 4.1 is a streamlined, easy-to-use portfolio management tool for stock, option, warrant, future and CFD traders.

Related keywords:
Share Portfolio Management, Option Portfolio Management, CFD Portfolio Management, Option Pricing Calculator

free download trial (15.18 Mb)

Portfolio Tracking & Monitoring for twodownload


The Portfolio Performance Monitoring template 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.

Related keywords:
The Portfolio Performance Monitoring template 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.

free download trial (3.64 Mb)

Easily analyze investment performance.

Investment Analysis Software


Easily analyze the performance of any investment to maximize returns. Compare and forecast investment performance, determine net worth and income streams, identify buy / sell indicators, make informed investment and retirement planning decisions.

Related keywords:
investment analysis software, investment analysis, investment, analysis, analyze, performance, investment performance, investment plan, investment planning, forecast, retirement planning, investment software, personal investment, investment review,

free download trial (38 Kb) :: order online ($58.00)

Portfolio Performance Monitoring


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.

Related keywords:
Excel, portfolio, monitoring, valuation, management, financial, investments, assets, personal, wealth, stocks, bonds, shares, market, performance, return, transactions, money, weighted, analysis, business

free download trial (117 Kb) :: order online ($22.00)

Portfolio Analyzer/Builder: Regions & Sectors

CuteTrader - Portfolio Builder/Analyzer


CuteTrader Portfolio Builder/Analyzer: A tedious but vital trading task now made very simple! A robust globally diversified portfolio weighted in favor of all the leading industry sectors is vital for success. Free software and data download.

Related keywords:
trading, diversified, portfolio, stocks, shares, sector, broker, stock market, trading, analyze, technical analysis

free download trial (25.23 Mb) :: order online ($59.95)

Portfolio Optimization


The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. Results display action required and probability analysis through Monte Carlo simulation

Related keywords:
Excel, portfolio, optimisation, optimization, management, asset, allocation, personal, wealth, fund, management, sharpe, ratio, risk, optimal, weightings, return, capital, allocation, analysis, business

free download trial (138 Kb) :: order online ($18.00)

Portfolio Fundamentals +


This program is a version of a form that will assist you in tracking the fundamentals of your stock portfolio. It will run under Win 95, 98, Me, NT4, XP & 2000.

Related keywords:
Personal Finance, aoto loan, pension, fundamentals, retire, portfolio, stock, financial statement, software, shareware

free download trial (1.17 Mb) :: order online ($8.00)

An Excel template for the ongoing monitoring

Portfolio Tracking Monitoring program


An Excel template for the ongoing monitoring of your financial investment portfolio.

Related keywords:
excel template for the ongoing monitoring, portfolio tracking

free download trial (106 Kb)

Markowitz Theory and CAPM: Optimal portfolio

WebCab Portfolio (J2SE Edition)


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.

Related keywords:
Markowitz, Theory, Capital, asset, pricing, model, CAPM, Optimal, portfolio, Performance, interpolation, Efficient, Frontier, Market, Portfolio, CML

free download trial (6.87 Mb)

Markowitz Theory and CAPM: Optimal portfolio

WebCab Portfolio (J2EE Edition)


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.

Related keywords:
Markowitz, Theory, Capital, asset, pricing, model, CAPM, Optimal, portfolio, Performance, interpolation, Efficient, Frontier, Market, Portfolio, CML

free download trial (14.51 Mb)

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