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
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
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
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
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.
SmartXLS 1.6.4
SmartXLS is a high performance .NET component which can write, read, calculateExcel compatible files without the need for Microsoft Excel on either the developer or client machines. It was entirely written in 100% managed C# code.
Price: USD $99.00;
License: Shareware (Free to Try)
File Size: 2440 KB;
Platform: Windows XP, Windows Vista, Windows 98, Windows 2003, Windows 2000
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
CVaR Expert 1.7
This program will allow to manage your portfolio risk in a comprehensive way. With CVaR Expert you can analyze the Value at Risk, Beta VaR, Component VaR and Conditional Value at Risk measures, even for multicurrency portfolios. Furthermore, you can calculate the optimum portfolio minimising the Conditional Value at Risk, being able to amazingly reduce the risk of your investments with this extremely robust technique of risk analysis.
Price: USD $99.95;
License: Shareware (Free to Try)
File Size: 1834 KB;
Platform: Windows 95, Windows, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
Excel Remove (Delete, Replace) Text, Spaces & Characters From Cells Software 7.0
Remove or replace certain characters, spaces, enters, tabs or user-defined from a block of selected MS Excel cells using different methods. Add character(s) to beginning, end or inside by position or referencing surrounding character(s). Remove alpha, numeric, alpha-numeric or non-alpha-numeric. Excel 2000 or higher required.
Price: USD $29.99;
License: Shareware (Free to Try)
File Size: 442 KB;
Platform: Windows 95, Windows, Windows 98, Windows Me, Windows 2000, Windows XP
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.
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
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
FinExotics XL 2.0
FinExotics XL is an Excel Add-in with a comprehensive set of nearly 50 different exotic option functions. There are seven categories of exotic option models covered: Asian options, binary options, barrier options, currency translated options, lookback options, multiple asset options, and multiple exercise options. FinExotics XL extends the functionality of Excel by adding functions for analyzing exotic options. Similar to the built-in...
Price: USD $299.00;
License: Shareware (Free to Try)
File Size: 1740 KB;
Platform: Windows 95, Windows, Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP
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
Spheresoft Zip Code Tools for Excel 1.1
You can now calculate the distance between addresses stored in Microsoft Excel. Distances are calculated "as the crow flies" (not by actual driving distances) and are provided in miles. You can also get a list of zip codes that lie within a given distance of a target zip code.
This tool is ideal for direct marketers and salespeople who keep lists of customers and potential customers in Excel and who want to segment this list...
Price: USD $0.00;
License: Shareware (Free to Try)
File Size: 1753 KB;
Platform: Windows 98, Windows Me, Windows NT, Windows 2000, Windows XP, Windows 2003
