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. The unique design of the model enables it to be applied to either financial instrument or business portfolios. ... The key features of the Portfolio Optimization model include: Ease and flexibility of input, with embedded help prompts; Ability to specify the number of units held in each product or business; Specify minimum and maximum constraints for the optimised portfolio; Unique 'Maintain Current Return Level' option to ensure...
http://www.excelbusinesstools.com/download/portopt.zip - 139Kb - Download - Screenshot

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. This program shows in one table the majority of fundamental information you can obtain from the Wall Street Journal, Investor's... Printouts are professional looking and may be used by financial planners as they assist clients in keeping individual stock portfolio records. ... You can use a single page for each stock to track the stocks performance or use it to list and track your entire portfolio.
http://benttreesoftware.com/shareware/portfund.EXE - 1Mb - Download

Financial Analysis - standard
Powerful tool for every financial professional or investor, offers great possibilities for evaluating business or portfolio performances. - 33 standard financial ratios divided into 5 groups. - Common size financial statements. - One or more, up to almost 3 million standard graphs or diagrams... - Financial ratios could be compared with standard data published by RMA, Dun and Breadstreet, Prentice Hall. ... - It is possible to present financial ratios and diagrams for up to 6 real or future time intervals or up to 6 individual companies.
http://www.bnb-software.com/software/FinAnSt.EXE - 4Mb - Download - Screenshot

Portfolio Performance Monitoring
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... The key features of the Portfolio Performance Monitoring model include: Ease and flexibility of product and transaction input, with embedded help prompts; Accurate handling of distributions, investments, and divestments to calculate returns.
http://www.excelbusinesstools.com/download/portmon.zip - 117Kb - Download - Screenshot

Stock Explorer
StockExplorer is an explorer-like tool for online investors and day traders to perform research on stocks & commodities on the Internet. StockExplorer automates many common web research portals and allows users to research multiple stocks on multiple web sites simultaneously. ... You can also create custom links that simultaneously browse to any number of financial sites you choose, all within the same window and all containing the current data for the stock symbol you've selected in your portfolio.
http://www.stockxp.com/wintops/download/stockxp2003.exe - 926Kb - Download - Screenshot

TradeTrakker Deluxe
TradeTrakker is an easy-to-use, yet powerful financial portfolio management application. Whether you are new to investing or an experienced trader, TradeTrakker will help you monitor and analyze your stock and mutual fund positions, providing powerful insight into how well your investments are... Exclusive "Portfolio Snapshots" saves stock database in read-only format for record keeping purposes, print the portfolio direct from TradeTrakker's main window, or export all data to Microsoft Excel. ... Track your portfolio's cash reserve account too!
http://dl.hageltech.com/TradeTrakker-Install.exe - 1Mb - Download - Screenshot

Investment Portfolio Management
Are your trading accounts accurate? Can you bring up your profit & loss reports in a matter of minutes, should the tax people come calling? Would you be able to show detailed records of your trades in under five minutes? OTrader 4. 1 is a streamlined, easy-to-use portfolio management tool for... 1 provides everything you need as a private trader to manage your portfolio: * Quick and simple trade entry screens that make keeping your portfolio up-to-date fast and efficient. ... OTrader Portfolio Management Software allows you to: * Plan your trades before placing your capital at risk.
http://www.otrader.com.au/dloads/OTrader4.exe - 15Mb - Download - Screenshot

Retirement Investment Required +
Program Description: 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. Have you called the Social Security Hotline (1-800-772-1213) to verify... Printouts are professional looking and may be used by financial planners as they assist clients in keeping individual stock portfolio records. ... You can then calculate the additional monthly deposits you need to make to retire with financial security.
http://benttreesoftware.com/shareware/retirinv.EXE - 1Mb - Download

Stock Sector Monitor
Stock Sector Monitor is a personal desktop financial application that allows you instantly monitor over 200 stock industry sector groups and over 7000 public companies online. With Stock Sector Monitor you easily can find daily top gaining and losing stocks in each stock sector, watch quotes,...
http://www.ashkon.com/download/ssmsetup.exe - 772Kb - Download - Screenshot

WebCab Portfolio for .NET
.NET, COM and XML Web service implementation of 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... NET developer in writing DBMS enabled applications by transparently combining the financial and mathematical functionality of our . ... MaxRange - Maximum range of the constrained Efficient Frontier AssetParameters - Evaluation of the covariance matrix, expected return, volatility, portfolio...
http://www.webcabcomponents.com/do...WebCabPortfolioDemoNETService.Msi - 3Mb - Download - Screenshot