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Excel Portfolio

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Screenshot of BREAKTRU STOCKWATCH BREAKTRU STOCKWATCH 4.1
Create a portfolio with this spreadsheet for Excel 97 or better. Enter your past and present stock holdings. See your gains and losses at a glance. Get on-line quotes from: CNN.com Quicken.com Quote.com NASDAQ.com PC Quote.com Toronto (TSX) Yahoo India Yahoo Hong Kong

Price: USD $0.00;   License: Freeware   File Size: 654 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003

Monitor - Report - Software - Free - Download - Excel - Spreadsheet - Stock - Market - Portfolio

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Screenshot of StockWatch StockWatch 7.4
Create a portfolio with this spreadsheet for Excel 97 or better. Enter your past and present stock holdings. See your gains and losses at a glance. Get on-line quotes from: CNN.com, Quicken.com, Quote.com, NASDAQ.com, MoneyCentral.com, Toronto (Yahoo), Yahoo India, Yahoo Hong Kong, Yahoo Deutschland

Price: USD $0.00;   License: Freeware   File Size: 3835 KB;
Platform: Windows XP, Windows Vista, Windows 98, Windows 2000

No Screenshot Investment Tracking System - Enterprise Edition 2.1
The enterprise edition allows the investor to manage many different portfolio's. Financial reporting is done at the portfolio and portfolio management level. This system is excellent for any one that would like to manage two or more portfolio's and have the ability to report on all finances that they manage. A couple could both enter their portfolio's separately but have the reports select information from both portfolio's for reporting.

Price: USD $25.00;   License: Demo   File Size: 14000 KB;
Platform: Unknown

Screenshot of Portfolio Performance Monitoring Portfolio Performance Monitoring 2.0
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 undertaken during a period are fully accounted for in the period's performance calculations. Roll over of the model and archiving of transactions...

Price: USD $22.00;   License: Shareware (Free to Try)   File Size: 97 KB;
Platform: Windows XP, Windows 98, Windows 2000, Mac OSX

Analysis - Financial - Bonds - Business - Excel - Monitoring - Performance - Management - Personal - Transactions
Screenshot of Portfolio Performance Monitoring Portfolio Performance Monitoring 1.0
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 undertaken during a period are fully accounted for in the period's performance calculations. Roll over of the model and archiving of transactions...

Price: USD $22.00;   License: Shareware (Free to Try)   File Size: 117 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP

Analysis - Financial - Bonds - Business - Excel - Monitoring - Performance - Management - Personal - Transactions
Screenshot of PortfolioTK PortfolioTK 1.10
PortfolioTK is a stock portfolio manager that provides both accurate quantitative statistics and advanced charting. It includes overall portfolio equity curve performance with risk analysis, trade log entry supporting partial position matching of both long and short trades, and a charting database with over 35+ technical indicators. Not only that but you can use PortfolioTK's reporting features to see how your portfolio has been performing...

Price: USD $37.00;   License: Commercial   File Size: 5712 KB;
Platform: Windows XP, Windows Vista, Windows 2003, Windows 2000

Reporting - Finance - Technical Analysis - Portfolio Manager - Quantitative - Ptk - Portfolio Tool Kit - Portfolio Toolkit - Portfoliotk - Piatek
No Screenshot NeoTicker EOD 2.8
NeoTicker EOD is an advanced investment tool with intraday quotes, animated tickers, portfolio tracking and programmable technical analysis stock charting. Many drawing tools. Over 120 indicators. Open multiple charts with user grouping and allow mixing multiple timeframes. Excel automation. Read free Internet stock and mutual fund data, TC2000, Metastock, CSI, ASCII formats. Formula VBScript JavaScript compatible. Windows 98, ME, NT, 2000, XP.

Price: USD $30.00;   License: Shareware (Free to Try)   File Size: 11455 KB;
Platform: Unknown

Scanner - Excel - Chart - Laptop - Support - Trading - Index - Charting - Quote - Finance
No Screenshot SmartFolio 3
SmartFolio is a state-of-the-art asset management software for investment professionals and private investors. It contains advanced portfolio optimization and risk management techniques, based on the latest achievements in portfolio theory. The software combines highly advanced and innovative analytics with a user-friendly, intuitive interface, perfectly suited to any level of expertise and experience.Most of the mathematical algorithms...

Price: USD $599.00;   License: Shareware (Free to Try)   File Size: 11676 KB;
Platform: Windows Me, Windows, Windows NT, Windows 2000, Windows XP, Windows Vista

Investment - Asset Management - Investments - Risk Management - Investment Management - Portfolio Management - Asset Allocation - Risk Analysis - Portfolio Optimization - Portfolio Optimisation
Screenshot of Portfolio Optimization Portfolio Optimization 1.0
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 ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment...

Price: USD $18.00;   License: Shareware (Free to Try)   File Size: 138 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP

Analysis - Business - Excel - Management - Personal - Optimization - Fund - Risk - Optimal - Wealth
No Screenshot Portfolio Fundamentals + 1.2
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 Business Daily and online sources so that you can keep an accurate weekly record of a given stock's performance. You can use a single page for each stock...

Price: USD $8.00;   License: Shareware (Free to Try)   File Size: 1201 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000

Software - Shareware - Stock - Personal Finance - Portfolio - Pension - Retire - Financial Statement - Aoto Loan - Fundamentals
Screenshot of DownloaderXL DownloaderXL 5.9.8
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. Historical data goes back at least 15 years and is available for exchanges of USA, Canada, UK, Germany, France, Italy, Australia, New Zealand,...

Price: USD $49.95;   License: Shareware (Free to Try)   File Size: 3838 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003

Analysis - Excel - Investment - Chart - Microsoft - Real-time - Trading - Add-in - Networks - Stock
Screenshot of WebCab Portfolio for .NET WebCab Portfolio for .NET 4.2
Apply the 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 to CAPM by given the risk, return or Market Portfolio weighting. Also includes Performance Evaluation, extensive auxiliary classes/methods including equation solve and interpolation...

Price: USD $179.00;   License: Demo   File Size: 2617 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003

Performance - Market - Theory - Model - Optimal - Asset - Pricing - Capital - Portfolio - Efficient
Screenshot of WebCab Portfolio (J2SE Edition) WebCab Portfolio (J2SE Edition) 4.2
Apply the 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 to CAPM by given the risk, return or Market Portfolio weighting. Also includes Performance Evaluation, extensive auxiliary classes/methods including equation solve and interpolation...

Price: USD $199.00;   License: Demo   File Size: 7031 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003, Mac OSX, Linux

Performance - Market - Theory - Model - Optimal - Asset - Pricing - Capital - Portfolio - Efficient
Screenshot of WebCab Portfolio (J2SE Edition) WebCab Portfolio (J2SE Edition) 4.2
Apply the 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 to CAPM by given the risk, return or Market Portfolio weighting. Also includes Performance Evaluation, extensive auxiliary classes/methods including equation solve and interpolation...

Price: USD $199.00;   License: Demo   File Size: 7031 KB;
Platform: Windows 95, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003, Mac OSX, Linux

Performance - Market - Theory - Model - Optimal - Asset - Pricing - Capital - Portfolio - Efficient
Screenshot of Artists Portfolio Creator Artists Portfolio Creator 1.2
The Artists Portfolio Creator allows you to create great looking digital portfolios showcasing your artworks and burn these portfolios to CD. It's easy to use and perfect for making high quality submissions to galleries and magazines. The programs main features are as follows: * Add your personal details, resume and artists statement. * Add in images of your artwork and crop, rotate and flip those images....

Price: USD $59.00, EUR 45;   License: Shareware (Free to Try)   File Size: 3461 KB;
Platform: Windows XP, Windows Vista

Easy - Cd - Burn - Simple - Presentation - Create - Art - Artist - Gallery - Submit
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