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Free portfolio management downloads, showing 1 - 10 of about 35
Portfolio Management for Individual Investors

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.

Related keywords:
portfolio management, capital gains, stocks, mutual funds, charting, reports, investing

free download trial (1.8 Mb)

Portfolio Management for Professional Traders

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.

Related keywords:
technical analysis, portfolio management, capital gains, stocks, mutual funds, charting, reports, investing, trailing stop loss

free download trial (1.82 Mb)

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. Track covered calls, option spreads and shares in one easy to use portfolio. Select from 25 custom reports. Free 20 day demo.

Related keywords:
Share Portfolio Management, Option Portfolio Management, CFD's, Option Pricing, Covered Calls, Option Spreads

free download trial (16.23 Mb)

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 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)

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)

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)

Description of Portfolio Manager

Portfolio Manager


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.

Related keywords:
portfolio manager, portfolio, stock, manager, stock manager, trade, trading, trading diary, stocks, shares, track stocks, personal, report

free download trial (2.46 Mb)

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