portfolio rebalancing
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Portfolio Accounting Lab 0.95
Portfolio Accounting Lab comes as a functional and convenient tool which includes portfolio accounting reports like performance/position/gain loss/cash ledger report more>> <<less
Download (4.5MB)
Added: 2009-12-19 License: Freeware Price: Notavailable
downloads
Other version of Portfolio Accounting Lab
Portfolio Accounting Lab 0.94 is a powerful, perfect and popular business and finance program ... / PDF reports / copy / enable / disable / aggregate portfolios. Enhancements: Adds user definedPrice: Notavailable
License:Freeware
License:Freeware
Portfolio Accounting Lab - Get a Windows-based application focused on research, reportsLicense:Freeware
Portfolio Accounting Lab is an advanced product including portfolio accounting reports like ... Portfolio Accounting Lab 0.92 is an advanced product including portfolio accounting reportsPrice: $0.00
License:Freeware
License:Freeware
Portfolio Asset Allocation Tool 1.6
Workbook helps you track, rebalance, and analyze your portfolio asset allocation more>> This workbook provides a simple but powerful tool for managing the asset allocation of your portfolio and analyzing how your portfolio may perform under various economic scenarios.
You can easily import your investment portfolio from Quicken or other financial management software. After importing your portfolio, review the predefined asset classes and make any changes to them that you require. Next, assign asset classes to each security (up to 10 per security by percent). Finally, specify your target allocations for each asset class and review the recommended rebalancing actions. Additionally, you can create economic scenarios such as Global Hyper-Inflation, and model the impact to your portfolio.<<less
Download (299KB)
Added: 2006-01-25 License: Freeware Price: Free
1431 downloads
PortfolioTK FREE 1.27
ad-sponsored version of our popular stock portfolio manager more>> 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, end-of-year Gains and Losses tax report generation for use with Form 1040 Schedule D, and a charting database with over 35+ technical indicators. Not only that but you can use PortfolioTKs reporting features to see how your portfolio has been performing against the major benchmark indices.<<less
Download (10.2MB)
Added: 2008-10-20 License: Freeware Price:
377 downloads
Portfolio Calculator 2.1.1
Allows you to calculate and record financial measures of a 5-asset portfolio. more>> PCal allows you to calculate and record financial measures such as Value at Risk, Volatility, loss/gain and investment value changes?f a portfolio composition consisting of? assets (stocks) in corporations either?n European or U.S.?tock markets. All values and transactions can be viewed while operating the program and also in the report file produced after operation is complete. Version 3.0 will allow a customizable number of assets. This program was initially intended as a?calculator" for a project in the course Mathematics of Finance?nalysis?aught at the University of Crete in the department of Applied Mathematics.<<less
Download (1KB)
Added: 2007-02-07 License: Freeware Price: Free
1121 downloads
My Portfolio 1.0
Using My Portfolio software you simplify work and save your business time. You should just have the valid login/password and the access to the internet on your mobile phone. Also you have ability to update your portfolio not only manually but also Auto Refresh your portfolio every couple of minutes. This feature will help you to save you time and if you forgot to update portfolio, the software will do it for you. more>> <<less
Download (48.9Kb)
Added: 2009-03-16 License: Freeware Price: Free
29 downloads
Other version of My Portfolio
update Google finance portfolio on your mobile phone. You need access to the internet and valid ... of portfolio courses. For example, if you have forgotten some needful data, you will just pressPrice: $0.00
License:Freeware
License:Freeware
Bond Portfolio Spreadsheet 1.0
A Comprehensive Bond Portfolio Tracking Spreadsheet more>> This workbook provides a simple but powerful tool for tracking a bond portfolio. It was created to track a muni portfolio but could be adjusted to track other types of bonds. The analytics section of the workbook includes features such as tracking of modified duration and sensitivity for each bond as well as for the portfolio overall. Excel 97 or better is required due to the use of built-in bond functions from the analysis toolpak.<<less
Download (70KB)
Added: 2003-09-30 License: Freeware Price: Free
2253 downloads
etf trading 1
Your Guide to etf trading, etf trading signals & strategies to build financial wealth and long term security. more>>
Your Guide to etf trading, etf trading signals & strategies to build financial wealth and long term security. ETFTradingInsight will try to make you knowledgable enough to make money while at same time protecting your portfolio.<<less
Download (422.91KB)
Added: 2009-08-07 License: Freeware Price: $0
downloads
Investment Portfolio Calculator 1.1
Investment Portfolio Calculator is a useful tool that calculates and tracks investment portfolio information more>> Investment Portfolio Calculator is a useful tool that calculates and tracks investment portfolio information
Investment Portfolio Calculator is a useful tool that calculates and tracks investment portfolio information such as: purchase dates, average cost of mutual fund shares, reinvested dividends and capital gain shares, dividend & capital gain cash distributi
System requirements:
- Microsoft Excel
Version restrictions:
- Partial capabilities
Download (73KB)
Added: 2008-10-06 License: Freeware Price: FREE
416 downloads
Stock Tracker Portfolio Manager 3.1
Operates in the background continuously updating securities prices at preset time intervals, calculating the value of portfolios and alerting if a price reaches a preset trigger. In contrast to other more>>
Operates in the background continuously updating securities prices at preset time intervals, calculating the value of portfolios and alerting if a price reaches a preset trigger. In contrast to other Internet stock quote services, Internet StockTracker is a client application that manages up to 12 different portfolios, saves and charts intra-day historical pricing. Previously sold at $59.95, version 3.1 is now available free with new features including a directlink to online trading site.
<<less Download (2100K)
Added: 1997-08-26 License: Freeware Price:
2484 downloads
Portfolio Retirement Withdrawal Simulato 1.0
Model safe withdrawal rates using a simulation written in microsoft excel/vb more>> A powerful and free microsoft Excel spreadsheet (parts written in visual basic) that uses Monte Carlo simulation to model portfolio survival under varying retirement scenarios.
Allows the user to specify inputs such as inflation, portfolio return and standard deviation, starting withdrawal as well as to choose between three withdrawal policies that determine how the simulation adjusts the withdrawal amount as the retirement plan unfolds.
These withdrawal policies allow the user to model the effects of adjusting the portfolio withdrawal amount depending on the performance of the investment portfolio.<<less
Download (127KB)
Added: 2006-09-06 License: Freeware Price: Free
1156 downloads
Share Portfolio Optimiser 1
Share Portfolio Optimiser 1 is developed as a smart and useful software with which you can easily optimize your portfolio or create a new portfolio using optimization tecnhiques. more>>
Share Portfolio Optimiser 1 is developed as a smart and useful software with which you can easily optimize your portfolio or create a new portfolio using optimization tecnhiques. Maximize your returns today. Optimizes an existing or a potential new portoflio of shares. You can choose up to 30 shares from UK or US markets. Includes most of traded shares in these markets. Downloads historic data from Internet automatically. Analysis of data over time horizons of up to 2 years.
Enhancements: Includes unspecified updates.
Download (174.3KB)
Added: 2008-04-28 License: Freeware Price: $0.00
26 downloads
Abacus-Portfolio Performance Calculator 0.7
Abacus-Portfolio Performance Calculator is a flexible and intuitive program which is created to help individual investors and investment professionals accurately measure, analyze and compare performance metrics of their investments more>>
Abacus-Portfolio Performance Calculator 0.7 is a flexible and intuitive program which is created to help individual investors and investment professionals accurately measure, analyze and compare performance metrics of their investments. The application calculates the real rate at which a portfolio is growing. Abacus can be used to analyze performance of various asset classes including stocks, bonds, real estate, etc.
Requirements: Windows 2000/XP/2003 Server/Vista
Download (8.3MB)
Added: 2008-03-25 License: Freeware Price:
downloads
Domain Name Portfolio 1.0.1
Domain Name Portfolio helps domain owners better organize their portfolio. more>> Domain Name Portfolio is a FREE PHP and MySQL based application to help domain owners better organize their portfolio. It allows you to list your domains with their expiry, registrar, price, status, and category. Also allows visitors to your portfolio to contact you about a given domain.<<less
Download (202KB)
Added: 2008-06-24 License: Freeware Price: Free
497 downloads
Chimpfolio 1.0
Artist Portfolio Generator: Generates cross-browser compatible, valid xhtml and css, web pages. more>>
Generates cross-browser compatible, valid xhtml and css, web pages. Web pages generated with Chimpfolio contain an Introduction, Bio, Statement, and Contact page, as well as an indexed portfolio page accompanied by individual pages for each image. Each individual image page includes optional information such as, title, size, medium, and date created as well as a section for any additional information.
<<less Download (301K)
Added: 2007-05-17 License: Freeware Price: $0.00
895 downloads
Other version of Chimpfolio
Chimpfolio will allow the portfolio you will create to be cross-browser compatible and valid ... Chimpfolio will allow the portfolio you will create to be cross-browser compatible and validLicense:Freeware
FXWitz Flash Photo Portfolio 1.0
Makes Publish online Update Your Multimedia Portfolio independently all in Flash more>> Makes, Publish online, Update Your Multimedia Portfolio with the images of new works every time you desire at zero cost independently all in Flash with a few click. From today You can: Have yours work on-line, Take advantage from the new communication technologies, Eliminate the costs for webmaster or webdesigner.
FXWitz Multimedia Portfolio is thought for you: quality design, advanced technologies, easy to use: it doesnt need technical skills.<<less
Download (25.0MB)
Added: 2004-12-23 License: Freeware Price: $na
1785 downloads
Other version of FXWitz Flash Photo Portfolio
FXWitz Multimedia Portfolio: Makes, Publish online, Update Your Multimedia Portfolio with ... From today WITH FXWitz Multimedia Portfolio You can: Have yours work on-line, Take advantageLicense:Freeware
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