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Freeware portfolio management software: Portfolio analysis and optimization software, Track, analyze and manage your stocks, Portfolio Analyzer/Builder: Regions & Sectors and more.


  DAXA-Chart Privat 5.67 Vermögensberatung Martin Iwersen Released: Nov 15, 2005  

DAXA-Chart Privat  

Rating: Not rated



DAXA-Chart Privat is a freeware German program for analyzing and charting shares and portfolio management. Powerful yet easy to use, it is supplied with an initial database of 120 German stocks. Download further stockmarket price updates from our homepage for free.

Platforms:  Win95 Win98 WinME WinNT 4.x Windows2000 WinXP
 
Business Business Finance
Type: Freeware Cost: $0.00 US Size: 685 K
http://www.daxa-chart.de/daxchart.exe Download:
www.daxa-chart.de

Keywords: Finance, Money, broker, Broker, Finance

  Investment Portfolio Management 4.1.14 OTrader Software Released: Jan 01, 2006  

Investment Portfolio Management  

Rating: Not rated



OTrader 4.1 is a streamlined, easy-to-use portfolio management tool for stock, option, warrant, future and CFD traders. The new features in OTrader 4.1 allow you go way beyond your standard excel spread sheets by giving you advanced reporting and trade analysis.

Platforms:  Win98 WinME WinXP Windows2000 Windows2003
 
Business Other
Type: Demo Cost: $197.00 US Size: 15543 K
http://www.otrader.com.au/dloads/OTrader4.exe Download:
www.otrader.com.au

Keywords: Share Portfolio Management, stock, CFD Portfolio Management, loan

  SmartFolio 3 Modern Investment Technologies Ltd Released: Jun 21, 2008  

SmartFolio  

Rating: Not rated



SmartFolio is a state-of-the-art asset allocation 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.

Platforms:  Windows2000 WinXP Windows Vista Starter Windows Vista Home Basic Windows Vista Home Premium Windows Vista Business Windows Vista Enterprise Windows Vista Ultimate
 
Business Investment Tools
Type: Shareware Cost: $599.00 US Size: 11676 K
http://smartfolio.fileburst.com/download/smartfolio_pe_install.exe Download:
smartfolio.fileburst.com

Keywords: Asset ranking, Finance, Asset management, portfolio optimization, portfolio

  Portfolio Optimization 1.0 Business Spreadsheets Released: Dec 01, 2006  

Portfolio Optimization  

Rating: Not rated



The Portfolio Optimization model calculates the optimal capital weightings for a basket of 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 decisions.

Platforms:  Win95 Win98 WinME WinNT 3.x WinNT 4.x Windows2000 WinXP Mac
 
Business Vertical Markets
Type: Shareware Cost: $18.00 US Size: 110 K
http://www.business-spreadsheets.com/download/portopt.zip Download:
www.business-spreadsheets.com

Keywords: Return, portfolio, allocation, statistics, business

  Portfolio Optimization 1.0 Excel Business Tools Released: Jan 01, 2005  

Portfolio Optimization  

Rating: Not rated



The Portfolio Optimization model calculates the optimal capital weightings for a basket of 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 decisions.

Platforms:  Win95 Win98 WinME WinNT 3.x WinNT 4.x Windows2000 WinXP
 
Business Investment Tools
Type: Shareware Cost: $18.00 US Size: 138 K
http://www.excelbusinesstools.com/download/portopt.zip Download:
www.excelbusinesstools.com

Keywords: add-in, portfolio, search, optimization, Document Management

  Portfolio Performance Monitoring 1.0 Business Spreadsheets Released: Dec 01, 2006  

Portfolio Performance Monitoring  

Rating: Not rated



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.

Platforms:  Win95 Win98 WinME WinNT 3.x WinNT 4.x Windows2000 WinXP Mac
 
Business Vertical Markets
Type: Shareware Cost: $22.00 US Size: 103 K
http://www.business-spreadsheets.com/download/portmon.zip Download:
www.business-spreadsheets.com

Keywords: Return, budget, money, educational, analysis

  Portfolio Performance Monitoring 1.0 Excel Business Tools Released: Jan 01, 2005  

Portfolio Performance Monitoring  

Rating: Not rated



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.

Platforms:  Win95 Win98 WinME WinNT 3.x WinNT 4.x Windows2000 WinXP
 
Business Investment Tools
Type: Shareware Cost: $22.00 US Size: 117 K
http://www.excelbusinesstools.com/download/portmon.zip Download:
www.excelbusinesstools.com

Keywords: report, business, Excel, Finance, monitoring

  TeamTrade 1.08 TeamTrade Released: Apr 25, 2005  

TeamTrade  

Rating: 3/5 (2 votes)



TeamTrade provides Portfolio management and Technical Analysis for the stockmarket.

Technical Analysis

The following technical analysis features are supported by TeamTrade
Basic Line, OHLC, Candle, Equivolume and Candlevolume Chart Styles
Templates so you can open charts the way you like to see them
Ability to save charts for future review
Daily, Weekly and Monthly data views
Many indicators and more.

Platforms:  Win98 WinNT 4.x Windows2000 WinXP Windows2003
 
Business Investment Tools
Type: Freeware Cost: $0.00 US Size: 124 K
http://www.teamtrade.com.au/TeamTrade.zip Download:
www.teamtrade.com.au

Keywords: content management, Charting, analysis, Free, market

  CuteTrader - Portfolio Builder/Analyzer 1.1 IGM systems Ltd Released: Aug 15, 2006  

CuteTrader - Portfolio Builder/Analyzer  

Rating: Not rated



CuteTrader Portfolio Builder/Analyzer: A tedious but vital trading task now made very simple. Build a robust globally diversified portfolio weighted in favor of the leading industry sectors. Control your risk and attain success, through balanced region and sector diversity. Includes hundreds of tradable international stocks. Import, analyze and modify your current portfolio. Download and update the data for thousands of stocks absolutely FREE!

Platforms:  WinME WinNT 3.x WinNT 4.x Windows2000 WinXP Windows2003
 
Business Investment Tools
Type: Demo Cost: $59.95 US Size: 25839 K
http://www.cutetrader.com/bin/Sectorizer1i.exe Download:
www.cutetrader.com

Keywords: Trading, diversified, portfolio, analysis, shares

  Fund Manager - Personal 7.5 Beiley Software Released: Nov 17, 2005  

Fund Manager - Personal  

Rating: Not rated



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 offering convenient features such as single push button price and transaction updates from the internet.

Platforms:  Win95 Win98 WinME WinNT 3.x WinNT 4.x Windows2000 WinXP Windows2003
 
Home & Hobby Home Inventory
Type: Shareware Cost: $59.00 US Size: 1817 K
http://www.beiley.com/programs/fundmn75.exe Download:
www.beiley.com

Keywords: Charting, database, investing, portfolio management, net

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