Portfolio Evaluator +
This program is a version of a form that will assist you in tracking your investments. It will run under Win 95, 98,Me. NT4, XP, & 2000. This program tracks your investment's performance for stocks, bonds, mutual funds, etc. It allows you to evaluate the performance year-to-date or from initial... Stock and mutual fund information may be downloaded from the Internet or obtained from publications to keep the forms up-to-date and assist you by providing an easy way to track and evaluate your investment performance Printouts are professional looking and may be used by financial planners as...
http://benttreesoftware.com/shareware/porteval.EXE - 1Mb - Download

Mutual Fund Record Keeping
Mutual Fund Record Keeping system for home use. Please read the README file. The procedure for using this system would be to enter x number of items through the "mutfdent" program. Then run "mutfdsrt" to sort the items. Then run "mutfdscr" to look at what you have entered on the screen. ... These are the programs included in this system: mutfdeny - enter data to the system, mutfdmat - maintenance, mutfdscr - scrolls fund items on the screen, mutfdsrt - sort the fund items, mutualfx - fixes bad records, mutfdprt - prints a list of the funds.
http://www.jpssoftware.com - 73Kb - Download

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. Fund Manager makes keeping track of your investments easy by... Fund Manager makes tax time a breeze, and offers many graphing and reporting options that allow investors to conveniently get an insight into how well their investments are performing.
http://www.FundManagerSoftware.com/programs/fundmn77.exe - 2Mb - Download - Screenshot

Fund Manager - Advisor
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. Fund Manager makes keeping track of your investments easy by... Fund Manager makes tax time a breeze, and offers many graphing and reporting options that allow investors to conveniently get an insight into how well their investments are performing.
http://www.FundManagerSoftware.com/programs/fmnadv77.exe - 3Mb - Download - Screenshot

Build an Automated Sector Fund System
This online course shows you how to build a long term sector fund rotation model using MS Excel. Microsoft's Visual Basic (VBA) language is used with Excel's user interface, formulas, and calculation capabilities to deliver a powerful and flexible investment tool. ... Can be used with any mutual fund, index fund, SPDR, ETF, future, or other index security to allocate capital to the most profitable sectors. ... Incorporates three proven technical indicators--relative strength, moving average crossovers, and moving average slope, to identify the sector funds most likely to provide long term...
http://www.financial-edu.com/FundCourse.htm - 195Kb - Download - Screenshot

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. Fund Manager makes keeping track of your investments easy by... The technical analysis includes 19 of the most commonly used indicators. ... The Professional version includes technical analysis, wash sale support, and real time quotes. ... Fund Manager makes tax time a breeze, and offers many graphing and reporting options that allow investors to conveniently...
http://www.FundManagerSoftware.com/programs/fmnpro77.exe - 2Mb - Download - Screenshot

ESQuotes - Real time stock quotes
ESQuotes is a powerful Microsoft Excel workbook & Dynamic Link Library (DLL) for stocks & mutual funds. Stock quotes are retreived direct from Internet without downloading. ESQuotes dynamically updates stock market price, change, volume, high/low, etc. ... Excel provides the framework for managing your own portfolio of stocks & mutual funds. ... Spreadsheets are there for mutual fund research, new stock ideas & more! ... This keeps your Internet activity so minimal that the corporate internet police should never notice it at all, even if you quote every minute all day!
http://www.esquotes.com/esquot126b.exe - 1Mb - Download - Screenshot

AnalyzerXL
Powerful technical analysis and data downloading software for Microsoft Excel. AnalyzerXL Package includes the following products: AnalyzerXL, DownloaderXL, BulkquotesXL, RTQuotesXL, OptionsXL and PortfolioXL. AnalyzerXL is a library of 146+ technical analysis functions, indicators and experts. ... BulkquotesXL downloads free historical end-of-day data for stocks, indexes and mutual funds from Yahoo Finance and free historical end-of-day data for financial futures, commodity futures and indexes from Pifin.
http://www.analyzerxl.com/AXLe.exe - 5Mb - Download - Screenshot

DownloaderXL
Powerful stock quotes downloading software for Microsoft Excel. DownloaderXL package includes the following products: DownloaderXL, RTQuotesXL, OptionsXL and PortfolioXL. DownloaderXL downloads free historical stock, index and mutual fund data into Microsoft Excel spreadsheets from Yahoo Finance. ... RTQuotesXL downloads free 15-minutes delayed and fee-based real-time quotes for stocks, indexes, options, mutual funds, financial futures, commodity futures and other securities from Yahoo Finance and PCQuote.
http://www.analyzerxl.com/DXLe.exe - 4Mb - Download - Screenshot

Smartstock
Are your investments giving you the financial security you want and need? Are you happy with your returns? Are you minimising your risk in the markets? An effective investment strategy is all about following a proven, disciplined, well thought out plan. ... Smartstock also offers you the power to back-test thousands of stocks and mutual funds with just a few mouse clicks Run historical analysis and compare results with the buy and hold strategy effortlessly. ... It manages all your investments, whether they're mutual funds, stocks or bonds.
http://www.gsnindia.com/download/smartstocksetup.exe - 7Mb - Download - Screenshot