Free Downloads: Calculate Portfolio Performance Excel

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...

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

SmartXLS is a high performance . NET component which can write, read, calculate Excel compatible files without the need for Microsoft Excel on either the developer or client machines.

It was entirely written in 100% managed C# code. . .

Category: Software Development / Components & Libraries
Publisher: SmartXLS, License: Shareware, Price: USD $99.00, File Size: 2.4 MB
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

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

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

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...

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

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

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

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

ShareScope Gold is award-winning portfolio management and research tools for UK market investors.

ShareScope Gold is award-winning Portfolio management and research tools for UK market investors. ShareScope provides the tools for you to find the very best investment and trading opportunities.
ShareScope Gold provides you with the following features:
1. Daily prices for 10,000+ UK listed stocks.
2. Create portfolios, record transactions, Calculate CGT and...

Category: Business & Finance / Small Business Tools
Publisher: Ionic Information Ltd, License: Shareware, Price: USD $127.10, File Size: 0
Platform: Windows

Balanced Scorecard Designer (BSC Designer PRO) is a program that helps to design Balanced Scorecards or KPI. Use BSC designer to create new scorecards with strategy maps, categories, indicators, calculate the total performance within each category.

Balanced Scorecard Designer (BSC Designer PRO) is software that simplifies the process of creating and managing Balanced Scorecards or KPI groups. With BSC Designer you will be able to create a set of key Performance indicators, define relationships between groups, goals, and specify the importance of indicators. BSC Designer provides a flexible way to Calculate Performance...

Category: Business & Finance / Project Management
Publisher: AKS-Labs, License: Shareware, Price: USD $856.00, File Size: 2.4 MB
Platform: Windows

Improve performance of slow Excel files.

Improve Performance of slow Excel files. Results may vary. Excel 2000 or higher required.

This application will allow you to increase the speed of certain slow Excel files.

You can add Excel files separately or all Excel files in a certain folder.It also supports drag and drop.

Category: Utilities / Misc. Utilities
Publisher: Sobolsoft, License: Shareware, Price: USD $19.99, File Size: 2.5 MB
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

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

LiteStock is a desktop stock price monitoring application.

LiteStock is a desktop stock price monitoring application. It provides the traditional 'scrolling ticker', as well as a new 'Portfolio View' window which lets you see the Performance of all the stocks in your Portfolio at a glance.

It includes an easily customizable display, automatic updating, built-in bug reporting, 9 different stock exchanges, and support for...

Category: Business & Finance / Business Finance
Publisher: Lightweight Labs, License: Shareware, Price: USD $19.99, File Size: 1.3 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 fifty...

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

This Microsoft Excel workbook accepts input from publicly available 10-K reports in order to calculate the total and per-share value of an oil and gas e&p company.

This Microsoft Excel workbook accepts input from publicly available 10-K reports in order to Calculate the total and per-share value of an oil and gas e&p company. Model allows the user to input expected oil and gas prices and vary production growth by year and commodity. In addition to general Performance measures, E&P industry-specific ratios are also calculated....

Category: Business & Finance / Project Management
Publisher: The Spreadsheet Store, License: Commercial, Price: USD $169.95, File Size: 136.0 KB
Platform: Windows

This runtime patch runs Excel, intercepts Excel calculation procedures and make 5 instead of 4 when you calculate 2+2. .

This runtime patch runs Excel, intercepts Excel calculation procedures and make 5 instead of 4 when you calculate 2+2.

Category: Business & Finance / Calculators
Publisher: conus.info, License: Freeware, Price: USD $0.00, File Size: 4.0 KB
Platform: Windows, Mac, 2K

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

Manage Invest is a comprehensive investment portfolio management and technical analysis software package.

Manage Invest is a comprehensive investment Portfolio management and technical analysis software package. It can handle all types of investments, grouped into three categories: standard financial assets such as stocks and bonds; derivative financial assets like options; and physical assets like property. This system can do it all, from tracking purchases, sales, revenue and expenses...

Category: Home & Education / Miscellaneous
Publisher: Manage Invest, License: Demo, Price: USD $370.00, File Size: 47.5 MB
Platform: Windows