Free Downloads: Excel Portfolio Returns

The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation for portfolios of financial investments. Amount and timing of investment and divestment transactions are accounted for in performance calculations.

The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a Portfolio of financial investments. The model enables the entering of investment transactions during a reporting period to calculate performance. Incremental investment transactions including withdraw, reinvestment and distributions undertaken during a period are accounted for...

Category: Business & Finance / Spreadsheets
Publisher: Business Spreadsheets, License: Shareware, Price: USD $22.00, EUR18, File Size: 123.0 KB
Platform: Windows, Mac

The Portfolio Optimization template optimizes capital weightings for portfolios of financial investments that maximizes return and minimizes risk. Technical analysis constant parameters are optimized to maximize back tested returns on signal trading.

The Portfolio Optimization template identifies the optimal capital weightings for a Portfolio of financial investments that gives the desired risk and return profile based on the correlation between individual investments. The design of the Portfolio optimization model enables it to be applied to either financial instrument or business stream portfolios with long and short...

Category: Business & Finance / Spreadsheets
Publisher: Business Spreadsheets, License: Shareware, Price: USD $26.00, EUR22, File Size: 544.0 KB
Platform: Windows, Mac

The Stator suite of portfolio management software enables you to measure and understand every aspect of your financial returns regardless of whether you are a casual investor or an experienced trader.

The Stator suite of Portfolio management software enables you to measure and understand every aspect of your financial Returns regardless of whether you are a casual investor or an experienced trader.
If you can't measure your financial performance, how can you expect to improve it? Stator is essential Portfolio management software for anyone with exposure to the...

Category: Business & Finance / Small Business Tools
Publisher: Anfield Capital Pty Ltd, License: Shareware, Price: USD $350.00, File Size: 18.9 MB
Platform: Windows

Personal Portfolio complements the Office suite of applications with 300 new Word templates, 120 Excel templates, 90 PowerPoint templates, and 90 new stationeries for Outlook.

Personal Portfolio complements the Office suite of applications with 300 new Word templates, 120 Excel templates, 90 PowerPoint templates, and 90 new stationeries for Outlook. Use this collection to add a little spice to your letters, e-mails, and even shopping lists, should you wish. And if you must stare at Excel spreadsheets all day, any change to the dull gray and white...

Category: Audio / Utilities & Plug-Ins
Publisher: Microsoft, License: Shareware, Price: USD $0.00, File Size: 0
Platform: Windows

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, Quicken, Quote, NASDAQ, MoneyCentral, Toronto, Hk, India, Germany

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: Toronto (Yahoo), Yahoo India, Yahoo Hong Kong, Yahoo Deutschland

Category: Business & Finance / Personal Finance
Publisher: Breaktru Software, License: Freeware, Price: USD $0.00, File Size: 3.7 MB
Platform: Windows

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, Quicken, Quote, NASDAQ, PC Quote, Toronto, Hk, India, Germany

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, Yahoo Deutschland

Category: Home & Education
Publisher: Breaktru Software, License: Freeware, Price: USD $0.00, File Size: 654.3 KB
Platform: Windows

The program has been created to support the decision processes in investment management. It will be useful not only for an investor, investment advisor or an asset manager, but also for anyone who intends to enter the world of investments.

The program has been created to support the decision processes in investment management. It will be useful not only for an investor, investment advisor or an asset manager, but also for anyone who intends to enter the world of investments and explore the use of Portfolio theory in practice. The program allows you not only to optimize the Portfolio in the Markowitz sense, but...

Category: Business & Finance / Sales & Marketing Tools
Publisher: MasXLs, License: Demo, Price: USD $16.49, PLN50, File Size: 572.0 KB
Platform: Windows

Portfolio Optimizer Pro™ is a Windows® desktop implementation of the Markowitz Efficient Frontier, a sophisticated mathematical modeling tool that will enable you to evaluate your portfolio's diversification, risk, and return quickly a

Portfolio Optimizer Pro™ is a Windows® desktop implementation of the Markowitz Efficient Frontier, a sophisticated mathematical modeling tool that will enable you to evaluate your Portfolio's diversification, risk, and return quickly and accurately. Using Portfolio Optimizer Pro™ you can in many cases realize a substantially more favorable outcome in...

Category: Software Development / Misc. Programming
Publisher: Bottom Line Gurus, License: Shareware, Price: USD $0.00, File Size: 20.5 MB
Platform: Windows

Want to be up to date with all your Google Finance portfolio courses?

Want to be up to date with all your Google Finance Portfolio courses? Tired of dependence to the internet access and affection towards to the PC? Then My Portfolio software is a need to you. To start using this software immediately you have to have internet access to the internet and valid login and password to enter your Google Finance Portfolio. My Portfolio...

Category: Business & Finance / Project Management
Publisher: SymbianGuru, License: Freeware, Price: USD $0.00, File Size: 0
Platform: Unknown

WEB-M-VAT is a complete software solution for preparation & filing of new MVAT returns & CST returns.

WEB-M-VAT is a complete software solution for preparation & filing of new MVAT Returns & CST Returns. No need to go Department’s website for Filling Returns online. Facility of preparation of monthly, quarterly and half yearly Returns, both electronic and manual format. WEB-M-VAT has efficient and effective document management system to replace manual...

Category: Business & Finance / Business Finance
Publisher: Webtel, License: Shareware, Price: USD $0.00, File Size: 0
Platform: Windows

XML Portfolio Template:Easy to manage XML portfolio template, built in AS2. Fully XML Driven; Portfolio Page; About Us Page; Contact Us Page; Unlimited projects can be displayed in Portfolio; CSS & HTML formatted Text; PHP Contact form with Va.

XML Portfolio Template:Easy to manage XML Portfolio template, built in AS2.* Fully XML Driven;* Portfolio Page;* About Us Page;* Contact Us Page;* Unlimited projects can be displayed in Portfolio;* CSS & HTML formatted Text;* PHP Contact form with Validation, is sends IP Address also;* Easy to use & configure;* Nice Blur Effect;* Only 44 KB;* Help file included;*...

Category: Web Authoring / Flash Utilities
Publisher: FlashComponents, License: Commercial, Price: USD $22.00, File Size: 100.0 KB
Platform: Windows, Mac, Linux, Pocket PC

Non-filers with delinquent tax returns need to act quickly to avoid criminal prosecution for failure to file returns. If you have late tax returns, don't wait another minute; delay could cost you your freedom. InfoNowBrowser (tm) is self-contained.

Non-filers of late tax Returns need to act quickly to avoid criminal prosecution for failure to file a tax return. Tax Attorney David Jacquot, JD, LLM, P.A. can help nonfilers remedy their failure to file tax Returns. If you have delinquent tax Returns, don’t wait another minute; delay could cost you your freedom. Even if you believe that you have paid all the taxes...

Category: Business & Finance
Publisher: www.4taxhero.com, License: Freeware, Price: USD $0.00, File Size: 915.1 KB
Platform: Windows

Developed by Ibbotson Associates, Morningstar® EnCorr® software features advanced asset allocation tools to create, analyze, and implement optimal portfolio strategies.

Developed by Ibbotson Associates, Morningstar® EnCorr® software features advanced asset allocation tools to create, analyze, and implement optimal Portfolio strategies. An integrated solution for conducting capital markets research and asset allocation modeling, EnCorr helps build diversified portfolios designed to generate robust Returns at varying risk levels along the...

Category: Business & Finance / Business Finance
Publisher: Morningstar, License: Shareware, Price: USD $0.00, File Size: 132.6 MB
Platform: Windows

PortfolioTK is a stock portfolio manager that provides both accurate quantitative statistics and advanced charting.

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...

Category: Business & Finance / Project Management
Publisher: Piatek Software, License: Commercial, Price: USD $37.00, File Size: 5.6 MB
Platform: Windows

The OWL Personal Portfolio Manager (PPM) was rated the best portfolio management software by the Financial Times (London) and Securities Research Company Ltd (New Zealand).

The OWL Personal Portfolio Manager (PPM) was rated the best Portfolio management software by the Financial Times (London) and Securities Research Company Ltd (New Zealand).
This powerful, yet easy to use, Portfolio management and technical analysis system is used by individual investors and money managers on five continents.
Completely redesigned, PPM is now...

Category: Business & Finance / Business Finance
Publisher: OWL Software, License: Shareware, Price: USD $0.00, File Size: 0
Platform: Windows

CuteTrader Portfolio Builder/Analyzer: A tedious but vital trading task now made very simple! A robust globally diversified portfolio weighted in favor of all the leading industry sectors is vital for success. Free software and data download.

Is your trading Portfolio globally diversified and weighted in favor of the strongest industry sectors.? If not then you urgently need this new software. CuteTrader Portfolio Builder/Analyzer makes this tedious but vital trading task very simple ! Now with the aid of this powerful yet easy to use software, anyone can trade a robust properly diversified Portfolio, which...

Category: Business & Finance / Personal Finance
Publisher: IGM systems Ltd, License: Demo, Price: USD $59.95, File Size: 23.3 MB
Platform: Windows

Manage all your assets such as stocks, MFs, FDs, ULIPs, PPF, property, gold and more.

Manage all your assets such as stocks, MFs, FDs, ULIPs, PPF, property, gold and more.
Manage multiple individual and group portfolios.
Import data from digital contract notes, Excel and online portals.Reports for annualised Returns, capital gains, asset allocation and others.
Auto price updates for stocks and ETFs (15 minute delay), and daily mutual fund NAVs

Category: Utilities / Misc. Utilities
Publisher: MProfit Software Pvt. Ltd., License: Shareware, Price: USD $30.00, File Size: 8.0 MB
Platform: Windows

Non-filers of tax returns need to act quickly to avoid criminal prosecution for failure to file a tax return. If you have delinquent tax returns, don't wait another minute; delay could cost you your freedom.The InfoNowBrowser (tm) is self-contained.

Non-filers of tax Returns need to act quickly to avoid criminal prosecution for failure to file a tax return. Tax Attorney David Jacquot, JD, LLM, P.A. can help nonfilers remedy their failure to file tax Returns. If you have delinquent tax Returns, don’t wait another minute; delay could cost you your freedom. Even if you believe that you have paid all the taxes you owe...

Category: Business & Finance
Publisher: www.4taxhero.com, License: Freeware, Price: USD $0.00, File Size: 915.1 KB
Platform: Windows

Business planning and portfolio optimization are made easy with PalantirPLAN.

Business planning and Portfolio optimization are made easy with PalantirPLAN. PLAN provides a graphical dynamic interface for Portfolio analysis and visualization. Companies benefit from more informed, reliable, timely decision making based on data they trust and are able to be proactive to changing market conditions, achieving tangible competitive results.

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Category: Business & Finance / Business Finance
Publisher: Palantir Solutions, License: Demo, Price: USD $0.00, File Size: 56.5 MB
Platform: Windows

SmartFolio is a state-of-the-art asset management software for investment professionals and private investors. It contains advanced portfolio optimization and risk management algorithms, based on the latest achievements in portfolio theory.

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...

Category: Business & Finance / Business Finance
Publisher: Modern Investment Technologies Ltd., License: Shareware, Price: USD $490.00, File Size: 8.7 MB
Platform: Windows

Non-filers of tax returns need to act quickly to avoid criminal prosecution for failure to file a tax return. If you have delinquent tax returns, don't wait another minute; delay could cost you your freedom.The InfoNowBrowser (tm) is self-contained.

Non-filers of tax Returns need to act quickly to avoid criminal prosecution for failure to file a tax return. Tax Attorney David Jacquot, JD, LLM, P.A. can help nonfilers remedy their failure to file tax Returns. If you have delinquent tax Returns, don’t wait another minute; delay could cost you your freedom. Even if you believe that you have paid all the taxes you owe...

Category: Business & Finance
Publisher: www.4taxhero.com, License: Freeware, Price: USD $0.00, File Size: 915.1 KB
Platform: Windows

Non-filers of tax returns need to act quickly to avoid criminal prosecution for failure to file a tax return. If you have delinquent tax returns, don't wait another minute; delay could cost you your freedom.The InfoNowBrowser (tm) is self-contained.

Non-filers of tax Returns need to act quickly to avoid criminal prosecution for failure to file a tax return. Tax Attorney David Jacquot, JD, LLM, P.A. can help nonfilers remedy their failure to file tax Returns. If you have delinquent tax Returns, don’t wait another minute; delay could cost you your freedom. Even if you believe that you have paid all the taxes you owe...

Category: Business & Finance
Publisher: www.4taxhero.com, License: Freeware, Price: USD $0.00, File Size: 915.1 KB
Platform: Windows

Personal fullscreen photographer portfolio with XML.

Personal fullscreen photographer Portfolio with XML. You can do following with XML: * First visible navigation category* CSS file path* Text color, font size, background color* Position of image description textsThis template uses phpMailer to send mails.

Category: Web Authoring / Web Design Utilities
Publisher: FlashDo, License: Commercial, Price: USD $15.00, File Size: 133.0 KB
Platform: Windows

StudioTax covers the overwhelming range of personal income tax scenarios from simple tax returns to more involved returns for self-employed, returns with rental income and everything in between.

StudioTax covers the overwhelming range of personal income tax scenarios from simple tax Returns to more involved Returns for self-employed, Returns with rental income and everything in between.
StudioTax is a windows bilingual personal Income Tax preparation software made by Canadians for Canadians. StudioTax is distributed using a free licensing model.

Category: Business & Finance / Business Finance
Publisher: BHOK It Consulting, License: Freeware, Price: USD $0.00, File Size: 24.0 MB
Platform: Windows

The Artists Portfolio Creator allows you to create great looking digital portfolios showcasing your artworks and burn these portfolios to CD or PDF files. It's easy to use and perfect for making high quality submissions to galleries and magazines.

The Artists Portfolio Creator allows you to create great looking digital portfolios showcasing your artworks and burn these portfolios to CD or export them to PDF files. 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. *...

Category: Business & Finance / Presentation Tools
Publisher: Code Potion, License: Shareware, Price: USD $59.00, EUR45, File Size: 3.3 MB
Platform: Windows