Free Downloads: Excel Portfolio Tracker

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

Golf Tracker for Excel is a custom application written for Microsoft Excel and is completely compatible with Excel 97, Excel 2000, Excel 2002 (XP), Excel 2003, Excel 2007 and higher.

Golf Tracker for Excel is a custom application written for Microsoft Excel and is completely compatible with Excel 97, Excel 2000, Excel 2002 (XP), Excel 2003, Excel 2007 and higher. It provides comprehensive record keeping and analysis of all your golf statistics. Data entry is simplified through the use of custom scorecards with...

Category: Home & Education / Miscellaneous
Publisher: DJI Computer Solutions, License: Shareware, Price: USD $19.00, File Size: 696.3 KB
Platform: Windows

With TickVue you can track the stock market in nearly real-time.

With TickVue you can track the stock market in nearly real-time. It queries Yahoo Finance periodically, updates the stock values you are interested in and calculates your Portfolio value and daily gain.
Features:
- Real-time stock and Portfolio Tracker. Updates tickers and overall stock Portfolio values every 30 seconds.
- Display charts of selected...

Category: Business & Finance / Business Finance
Publisher: Free Software Foundation, Inc., License: Shareware, Price: USD $0.00, File Size: 8.8 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

Portfolio Tracker™ software is designed for the individual tax lien and deed investor who needs an easy-to-use system to record and track tax lien and deed investments.

Portfolio Tracker™ software is designed for the individual tax lien and deed investor who needs an easy-to-use system to record and track tax lien and deed investments. Easily record vital information for each tax lien certificate or tax deed such as cost, premiums paid, parcel number, property owner, address, assessed value, and real estate fair market value. The software...

Category: Business & Finance / Business Finance
Publisher: TaxLienSoftware, License: Shareware, Price: USD $99.95, File Size: 37.6 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, 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

The desktop Bullion Wealth Tracker widget gives you a way to value all your precious metal investments.

The desktop Bullion Wealth Tracker widget gives you a way to value all your precious metal investments. With a few clicks of a button you can build your Portfolio and monitor your gold and silver investments.

It also includes live pricing, gold and silver charts, and the latest bullion headlines from around the world. Installation is easy and automatically downloads...

Category: Business & Finance / Small Business Tools
Publisher: Perth Mint, License: Freeware, Price: USD $0.00, File Size: 2.3 MB
Platform: Windows

The Inventory Tracker for Excel allows small business owners and inventory management professionals to track inventory and be automatically alerted when reordering is necessary.

The Inventory Tracker for Excel allows small business owners and inventory management professionals to track inventory and be automatically alerted when reordering is necessary. Key features of the Inventory Tracker for Excel include the ability to pre-define reorder levels and customize reorder tolerance levels. i.e. when units in stock are within 10% (or whatever...

Category: Business & Finance / Inventory Systems
Publisher: The Spreadsheet Store, License: Commercial, Price: USD $39.95, File Size: 5.3 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

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

Task Tracker will assist you in managing your project tasks, bug issues (reports), and feature requests (enhancements) to the last detail!

Task Tracker will assist you in managing your project tasks, bug issues (reports), and feature requests (enhancements) to the last detail!

Includes Task Calendar, Query Wizard, Report Builder, Export to Excel, Email, Task Timer, Save Report as PDF, and more!

View YOUR tasks the way YOU want to (unlimited queries!).
Query and Report YOUR tasks the...

Category: Business & Finance / Project Management
Publisher: Wingnut Solutions Inc, License: Shareware, Price: USD $0.00, File Size: 4.4 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

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 Share Tracker is a software program to track your stock market purchases and sales.

The Share Tracker is a software program to track your stock market purchases and sales. Keep your Portfolio under control using our easy to use program. Create custom reports of all your stocks. Our easy to use interface makes it simple to track your share market progress.

Category: Business & Finance
Publisher: The Share Tracker, License: Shareware, Price: USD $19.95, File Size: 932.6 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.

...

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

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

Never Miss Another Mortgage Penalty Expiry Date with Solidata Mortgage Tracker.

Never Miss Another Mortgage Penalty Expiry Date with Solidata Mortgage Tracker. Every mortgage you arrange is a future prospect - over the years your Portfolio of clients grows and the chances are you are missing some business opportunities because you don't have a good enough system in place to remind you of who needs to be contacted and when. Someone else gets in there...

Category: Home & Education / Miscellaneous
Publisher: Solidata Ltd, License: Demo, Price: USD $0.00, File Size: 15.7 MB
Platform: Windows

MLM-Tracker.

MLM-Tracker.Com is dedicated to helping clients get the most value out of the CRM application. MLM CRM’s CRM expertise is critical for promoting user adoption and maintaining a successful CRM solution.

To meet the business needs of your company and maximize the value of your CRM investment, MLM-Tracker.Com offers software implementation, integration and training...

Category: Business & Finance / Business Finance
Publisher: MLM-Tracker, License: Freeware, Price: USD $0.00, File Size: 8.6 MB
Platform: Windows

SideTick offers a simple and easy way to keep track of your favorite stocks. This application is loaded with many features including: an intuitive portfolio tracker, stock & index ticker, and easy to follow tutorials to get the most from SideTick.

SideTick is a simple and easy way to keep track of your favorite stocks. This application is loaded with many features including: a stock Tracker to help you keep track of your holdings and the current profit/loss, a stock ticker that allows you to view price updates of your favorite stocks, an index ticker to keep track of the overall market direction, an intuitive search function to...

Category: Business & Finance
Publisher: Celetrade Corporation, License: Freeware, Price: USD $0.00, File Size: 3.1 MB
Platform: Windows