Free Downloads: Excel Portfolio Performance
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
Shareware
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
Demo
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. 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. 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
Freeware
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 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.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
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 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
Commercial
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,
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
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
Shareware
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
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
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. 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
Stopwatch - AddIn for Excel. A little stopwatch in form of an Excel menu bar.Check your working time and Performance at work with Excel.Supports English, German, and French Languages. (Excel 2000 und XP)
Category: Desktop Enhancements
Publisher: excel-addins.de, License: Freeware, Price: USD $0.00, File Size: 47.3 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
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
Shareware
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
Catfood Quote tracks your stock portfolio easily from the Windows taskbar.
Catfood Quote tracks your stock Portfolio easily from the Windows taskbar. A taskbar icon updates to indicate the Performance of your stocks - you can see at a glance if your Portfolio is up or down for the day. Hover your mouse over the icon and a tooltip will display the last sale price for your stocks. Double-click the icon to access full quote information. Quotes are...
Category: Business & Finance / Applications
Publisher: Catfood Software, License: Shareware, Price: USD $4.99, File Size: 819.2 KB
Platform: Windows
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