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Free portfolio downloads, showing 1 - 10 of about 64
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 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 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 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)

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)

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)

Markowitz Theory and CAPM: Optimal portfolio

WebCab Portfolio for .NET


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 (2.56 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, manager, management, trade, trading, trading diary, stock, stocks, track stocks, personal, report

free download trial (2.46 Mb)

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