Free Downloads: Portfolio Management Excel Reporting

License:  All 1 2 | Free

Portfolio Performance Monitoring Screenshot
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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



Tuning Portfolio Screenshot
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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,...

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

SmartFolio Professional Edition Screenshot
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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...

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

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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

Commercial
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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

BCG Matrix for Brand Portfolio Analysis Screenshot
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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...

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

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TopShare is an Australian portfolio management program for Windows computers.

TopShare is an Australian Portfolio Management program for Windows computers. Topshare was created in 2002, is owned locally and has been designed specifically for Australian investors in shares and managed funds. Topshare is used daily by over 1,000 private investors, self-funded retirees, and SMSF administrators.

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

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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

Shareware
Vertabase Pro Screenshot
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EASY PROJECT MANAGEMENT. Intuitive, Enterprise Software. Great Features and Powerful Global Reporting. Project and portfolio dashboards. Create and Track schedules, budgets and resources. Manage documents and issues. Gain visibility and control.

Gain control and visibility with Vertabase Pro project Management software. It is intuitive, enterprise software that's easy to use - for you and your whole team. Designed to give non-project Management experts powerful tools to organize and improve their projects. Vertabase Pro is a great, painless, alternative to MS Project or Microsoft Project Server. A more robust alternative...

Category: Business & Finance
Publisher: Vertabase Project Management Software, License: Shareware, Price: USD $220.00, File Size: 9.5 MB
Platform: Windows, Mac, Linux, Unix, Not Applicable

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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

Freeware
AT-Project Screenshot
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AT-Project is an Eclipse plugin for project management.

AT-Project is an Eclipse plugin for project Management. It handles bugs, tasks and changement according the product structure and issues of a software development project. It helps to tracking coding files changes related to project configuration items. AT-Project improves collaborative work with the client-server version. Other features: users Management, Portfolio and...

Category: Business & Finance / Project Management
Publisher: Atreides Technologies, License: Freeware, Price: USD $0.00, File Size: 4.4 MB
Platform: Windows, Linux

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XLCubed Excel Edition brings the full power and flexibility of OLAP reporting to Excel.

XLCubed Excel Edition brings the full power and flexibility of OLAP Reporting to Excel. The strengths of Excel as a familiar and powerful calculation and modelling environment are retained, while the risk of Excel as a data store is removed.

XLCubed provides an easy to use yet powerful analytics environment. With XLCubed Grids, users can explore...

Category: Multimedia & Design / Digital Media Editors
Publisher: XLCubed Ltd, License: Shareware, Price: USD $0.00, File Size: 0
Platform: Windows

Shareware
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Estate Master Corporate Consolidation & Reporting (CC) is the key tool in the Estate Master suite.

Estate Master Corporate Consolidation & Reporting (CC) is the key tool in the Estate Master suite. It is a central Management tool for archiving, managing, tracking and Reporting your entire property development Portfolio which has been modeled using the DF, DM, HF and IA products.

Category: Business & Finance / Business Finance
Publisher: Estate Master, License: Shareware, Price: USD $2585.00, File Size: 42.1 MB
Platform: Windows

5 Stars5 Stars5 Stars5 Stars5 Stars Freeware
StockWatch Screenshot
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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

Freeware
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Stock Duck is a stock portfolio management application for Windows Mobile Pocket PC.

Stock Duck is a stock Portfolio Management application for Windows Mobile Pocket PC. It allows you to manage your Portfolio and retrieve stock prices by mobile device via internet connection (e.g. HotSync with PC, WIFI, or GPRS). This program gets stock q

Category: Business & Finance / Business Finance
Publisher: shamrockhk.com, License: Freeware, Price: USD $0.00, File Size: 899.0 KB
Platform: Unknown

Shareware
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Use it to generate reports with your business data by transforming Excel into a powerful reporting engine.

Use it to generate reports with your business data by transforming Excel into a powerful Reporting engine. Using the Office Connector add-in, Excel becomes the environment in which you design reports and run reports. Use your existing Excel skills to produce highly effective and interactive results including:

-Business intelligence solutions
-...

Category: Utilities / System Utilities
Publisher: Event 1 Software, Inc, License: Shareware, Price: USD $85.00, File Size: 23.1 MB
Platform: Windows

Fund Manager - Personal Screenshot
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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 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 powerful price and transaction importing features...

Category: Business & Finance
Publisher: Portfolio Management Software, License: Shareware, Price: USD $69.00, File Size: 1.4 MB
Platform: Windows

Fund Manager - Advisor Screenshot
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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 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 powerful price and transaction importing features...

Category: Business & Finance
Publisher: Portfolio Management Software, License: Shareware, Price: USD $895.00, File Size: 2.2 MB
Platform: Windows

Shareware
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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

Invoice Template for Excel Screenshot
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The invoice template for Excel is a simple to use and complete customer invoicing and inventory management system. The Excel invoice template stores invoices, products and customers and performs advanced invoice sales reporting and inventory monitoring.

The invoice template for Excel is a simple to use and complete customer invoicing and inventory Management system. The Excel invoice template stores invoices, products and customers and performs advanced invoice sales Reporting and inventory monitoring. The structure of the invoice system allows the insertion, update and quick access to saved products, customers, and...

Category: Business & Finance / Business Finance
Publisher: Business Spreadsheets, License: Shareware, Price: USD $26.00, EUR22, File Size: 199.0 KB
Platform: Windows, Mac

BREAKTRU STOCKWATCH Screenshot
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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

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Excel Reporter is an OPC Client for Excel that transforms Excel into a reporting tool for your process and equipment data.

Excel Reporter is an OPC Client for Excel that transforms Excel into a Reporting tool for your process and equipment data. Connect to any real-time (OPC DA) or historical (OPC-HDA) data source. Sample reports make getting started a snap. Easily create production, quality and performance reports. OPC Excel Reporter is an out-of-the-box solution that is easy to...

Category: Business & Finance / Business Finance
Publisher: Matrikon Analytics, License: Shareware, Price: USD $595.00, File Size: 14.0 MB
Platform: Windows

Shareware
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Aspose.

Aspose.Excel is a .Net Excel spreadsheet Reporting component. With it, you can: Create Excel spreadsheets which support formatting, functions, pictures, charts, addin and comments without utilizing Microsoft Excel.Create Excel spreadsheets via designer, API or combined designer and API. Create Excel spreadsheets for Windows Forms applications and...

Category: Software Development / Components & Libraries
Publisher: Aspose Pty Ltd, License: Shareware, Price: USD $499.00, File Size: 2.6 MB
Platform: Windows

Shareware
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Microsoft Excel is a powerful tool for data analysis and reporting.

Microsoft Excel is a powerful tool for data analysis and Reporting. The Process IT Development Excel OPC Server is a combined OPC Server and OPC Client, designed to serve data from Excel spreadsheets.
A typical setup for the Excel OPC Server is shown below. In this configuration, the Excel OPC Server acquires data from the DCS/SCADA system itself.

Category: Business & Finance / Business Finance
Publisher: Proces It Development, License: Shareware, Price: USD $319.85, File Size: 7.6 MB
Platform: Windows

Portfolio Optimization Screenshot
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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

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License:  All 1 2 | Free