Free Downloads: Personal Financial Portfolio Examples

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...

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

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...

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

Powerful tool for every financial professional or investor, offers great possibilities for evaluating business or portfolio performances.

Powerful tool for every Financial professional or investor, offers great possibilities for evaluating business or Portfolio performances. - 33 standard Financial ratios divided into 5 groups.- Common size Financial statements. - One or more, up to almost 3 million standard graphs or diagrams could be generated for presentation in Financial reports. -...

Category: Business & Finance / Applications
Publisher: bnb-software, License: Demo, Price: USD $98.00, File Size: 3.6 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

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...

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

Portfolio Manager is a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal time and effort you can keep track of which stocks you have bought and sold, along with any associated dividends.

Portfolio Manager is a Personal stock Portfolio management system with the aim of being a complete stock trading diary. With minimal effort and time you can keep track of which stocks you have bought and sold, along with any associated dividends. The simple, intuitive design makes Portfolio Manager easy and straight forward to use. Within seconds of loading the...

Category: Business & Finance / Applications
Publisher: Rellik Software, License: Shareware, Price: USD $29.95, File Size: 2.5 MB
Platform: Windows

MarketMap is a professional Windows workstation for trading, portfolio management, asset management and financial advisory departments.

MarketMap is a professional Windows workstation for trading, Portfolio management, asset management and Financial advisory departments.

It provides the high levels of functionality demanded by professionals who constantly monitor Financial markets and includes extensive technical analysis tools.

Category: Business & Finance / Business Finance
Publisher: Infotec S.A., License: Shareware, Price: USD $0.00, File Size: 0
Platform: Windows

N Financial Reader is an essential integrated financial tool.

N Financial Reader is an essential integrated Financial tool. It is a tool that works vertically into specific stock analysis or tracking horizontally over different markets or investment related products, for e.g. forex (currencies), stocks, mutual funds, all in different Portfolio entities.

Main features:
- multiple exchanges support, Financial...

Category: Home & Education / Miscellaneous
Publisher: GI Services, License: Shareware, Price: USD $49.00, File Size: 1.0 MB
Platform: Windows

PLCash is a platform-independent personal financial program.

PLCash is a platform-independent Personal Financial program.

- PLCash helps you:
- Create and manage Personal Financial accounts.
- Import and export data from/to Quicken and other Financial programs.
- Create reports and analyze your transactions using a sophisticated report generator.
- Import prices to track the...

Category: Business & Finance / Business Finance
Publisher: arachnoid.com, License: Freeware, Price: USD $0.00, File Size: 748.9 KB
Platform: Windows

TINYTRADER is a trading software and portfolio manager that downloads stock quotes and charts from Yahoo! Financial web sites. The program can download intraday, end-of-day and Historical quotes of every ticker managed by Yahoo! Financial web sites.

TINYTRADER is a trading software and Portfolio manager, that downloads stock quotes and charts from Yahoo! Financial international web sites. The program can download intraday, end-of-day and historical quotes of every ticker managed by Yahoo! Financial web sites (stock, bonds, mutual funds, ETFs, currency exchange rates, etc.), with automatic currency conversion. The...

Category: Business & Finance / Applications
Publisher: Antonello Aringhieri, License: Shareware, Price: USD $27.00, EUR20, File Size: 2.0 MB
Platform: Windows

TakeStock is an easy to use, powerful, personal portfolio manager.

TakeStock is an easy to use, powerful, Personal Portfolio manager. You can use TakeStock to track your US and international stocks and mutual funds, get real-time (when possible) quotes and historical prices, view and compare stock charts, obtain company

Category: Business & Finance / Business Finance
Publisher: ravib.com, License: Freeware, Price: USD $0.00, File Size: 1.6 MB
Platform: Windows, Mac, 2K, 2K3, Vista

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 grid,...

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

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

My Money is a high quality personal financial software written from ground up to work with online bank statements. Simply download your transactions from bank web site and they are automatically entered into electronic register.

My Money is a high quality Personal Financial software written from ground up to work with online bank statements. Simply download your transactions from bank web site and they are automatically entered into electronic register. By bringing all of your important Financial information together in one place, My Money helps you more efficiently organize your Financial...

Category: Business & Finance / Business Finance
Publisher: MTH Software, Inc., License: Shareware, Price: USD $49.95, File Size: 53.0 MB
Platform: Windows, Mac, Linux

Stock Sector Monitor is a personal desktop financial application that allows you instantly monitor over 200 stock sector groups and thousandspublicly traded companies online.

Stock Sector Monitor is a Personal desktop Financial application that allows you instantly monitor over 200 stock industry sector groups and over 7000 public companies online. With Stock Sector Monitor you easily can find daily top gaining and losing stocks in each stock sector, watch quotes, percentage change, volume and other quotes information, print reports, easily access...

Category: Business & Finance / Personal Finance
Publisher: Ashkon Technology LLC, License: Shareware, Price: USD $49.95, EUR44.95, File Size: 774.4 KB
Platform: Windows

MM4XL software - The Matrix BCG tool analyzes the competitive and financial performance of your brand portfolio. Use the Matrix BCG tool to improve brand management and refine the company strategy.

Matrix BCG for Brand Portfolio Management and Analysis. Use the matrix BCG tool of MM4XL software to analyze the competitive and Financial performance of your brand Portfolio to make better business decisions in brand management. The matrix BCG is a very popular brand management tool. Its logic is based on the assumption that success in business is strongly linked to cash...

Category: Business & Finance / Sales & Marketing Tools
Publisher: MM4XL.com Business Analysis in Marketing, License: Shareware, Price: USD $48.30, EUR34.5, File Size: 16.3 MB
Platform: Windows

Powerful financial software to monitor and analyze the performance of investments. Autoupdate worldwide market indices & multiple portfolios. Set alerts, look up stock symbols, retrieve realtime quotes. Link to news, charts & online trading account.

TradeTrakker is an easy-to-use, yet powerful Financial Portfolio management application. Whether you are new to investing or an experienced trader, TradeTrakker will help you monitor and analyze your stock and mutual fund positions, providing powerful insight into how well your investments are performing. TradeTrakker can monitor multiple portfolios and watch lists with up to...

Category: Business & Finance
Publisher: Hagel Technologies, License: Shareware, Price: USD $34.95, File Size: 1.3 MB
Platform: Windows

ComfyAccounting is an easy to use but very powerful personal accounting software which helps to manage your personal accounting and financial operations.

ComfyAccounting is an easy to use but very powerful Personal accounting software which helps to manage your Personal accounting and Financial operations.Some features of Comfyaccounting as follows:
- It's FREE!
- Easy to install and use
- Create unlimited accounting projects
- Useful for all currencies
- Multi language
- Categorize...

Category: Business & Finance / Business Finance
Publisher: EbiSoftCafe, License: Freeware, Price: USD $0.00, File Size: 4.1 MB
Platform: Windows

My Money is a high quality personal financial software written from ground up to work with online bank statements. Simply download your transactions from bank web site and they are automatically entered into electronic register.

My Money is a high quality Personal Financial software written from ground up to work with online bank statements.Simply download your transactions from bank web site and they are automatically entered into electronic register.By bringing all of your important Financial information together in one place, My Money helps you more efficiently organize your Financial...

Category: Business & Finance / Business Finance
Publisher: MTH Software, Inc., License: Shareware, Price: USD $49.95, File Size: 53.0 MB
Platform: Windows, Mac, Linux

LifeCALC is the only financial calculator that allows you to EASILY project/solve up to 25 goals/responsibilities (for up to 50 years !) AT THE SAME TIME. LifeCALC lets you do the kind of financial projections that you always knew you should.

LifeCALC is the only Financial calculator that allows you to EASILY project/solve up to 25 goals/responsibilities (for up to 50 years !) AT THE SAME TIME. LifeCALC lets you do the kind of Financial projections that you always knew you should, but didn't have the TIME or TOOLS to complete. Not only can you project/solve for up to 25 different Financial items...

Category: Business & Finance / Personal Finance
Publisher: TreeLOFT Software, License: Shareware, Price: USD $38.95, File Size: 44.4 MB
Platform: Windows, Java

Finally, a comprehensive personal financial statement software application used to calculate net worth with ease by utilizing a financial statement wizard.

Finally, a comprehensive Personal Financial statement software application used to calculate net worth with ease by utilizing a Financial statement wizard. You will be able to input your assets (cash, securities, real estate, etc.), liabilities (notes payable, mortgages, other liabilities), annual expenditures, and annual income to calculate your net worth. Version 4.6...

Category: Business & Finance / Business Finance
Publisher: Interactive Software Solutions, LP, License: Demo, Price: USD $24.95, File Size: 8.6 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

V-MAP is a visual mapping tool for generating ePortfolios for Personal Development Plans, implemented on the Java platform.

V-MAP is a visual mapping tool for generating ePortfolios for Personal Development Plans, implemented on the Java platform. It is a project funded by JISC as part of their eLearning tools initiative.
The broad aim is to provide a software tool that will be more accessible to dyslexics and better enable them to produce an e-Portfolio than existing tools. Enable the learner to...

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

E-Chopda is a unique value-added tool which acts as a Financial Manager and helps in managing your personal finances.

E-Chopda is a unique value-added tool which acts as a Financial Manager and helps in managing your Personal finances. It helps in accumulating all information related to Personal/group finance. You can track your assets, incomes and liabilities and analyze your Financial objectives using this tool.

Category: Business & Finance / Business Finance
Publisher: Angel Broking Ltd., License: Shareware, Price: USD $0.00, File Size: 0
Platform: Windows

In a world where most of us have a negative net worth, managing finances is a key way to reach your financial goals. Desktop Budget Lite will help you reduce loans, pay off your credit cards or mortgage, and manage your investments.

In a world where most of us have a negative net worth, managing finances is a key way to reach your Financial goals. Desktop Budget Lite will help you reduce loans, pay off your credit cards or mortgage, and manage your investments. Desktop Budget Lite can be used to manage your Personal finances as well as for Financial management of a business. It is a...

Category: Business & Finance / Business Finance
Publisher: Spryka Incorporated, License: Freeware, Price: USD $0.00, File Size: 14.4 MB
Platform: Windows