Free Downloads: Investment Portfolio Desktop Software

License:  All 1 2 | Free

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...

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...

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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Investment Account Manager offers the tools you need to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more.

Investment Account Manager offers the tools you need to provide centralized Portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more. Designed by an award winning, experienced team (since 1985), Investment Account Manager (IAM) offers a totally comprehensive, yet intuitively designed, Desktop based Portfolio...

Category: Business & Finance / Business Finance
Publisher: QUANT IX Software, License: Shareware, Price: USD $129.00, File Size: 80.8 MB
Platform: Windows

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

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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...

Category: Software Development / Misc. Programming
Publisher: Bottom Line Gurus, License: Shareware, Price: USD $0.00, File Size: 20.5 MB
Platform: Windows

Shareware
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Investar is an integrated investment tool for doing Fundamental Analysis, Technical Analysis and Portfolio Management for the Indian Stock Market.

Investar is an integrated Investment tool for doing Fundamental Analysis, Technical Analysis and Portfolio Management for the Indian Stock Market. It helps you uickly get an idea about the market direction with the Market Overview. You can get both technical and fundamental advice using in-built Expert Advisor and Portfolio Technical View.

Category: Business & Finance / Business Finance
Publisher: Proseon Inc., License: Shareware, Price: USD $19.99, File Size: 8.4 MB
Platform: Windows

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Calculates the Rate of Return and Net Gain for your portfolio (investment, real estate, rental, etc.

Calculates the Rate of Return and Net Gain for your Portfolio (Investment, real estate, rental, etc.) Any time intervals, positive/negative RoR, regular contribution programs, individual transactions, combined (overall) portfolios, verification window for line-by-line review, graph, report, online help.

Category: Business & Finance / Project Management
Publisher: Lapides Software Development inc., License: Shareware, Price: USD $39.95, File Size: 604.2 KB
Platform: Windows

Shareware
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OptionGrid is powerful and easy-to-use investment software for Microsoft Windows® that researches, screens, and tracks your stocks and covered calls.

OptionGrid is powerful and easy-to-use Investment Software for Microsoft Windows® that researches, screens, and tracks your stocks and covered calls. Developed by experienced investors, OptionGrid reduces the complexity of covered call investing with a comprehensive suite of tools:

-Powerful filtering and sorting to locate the best covered calls.
-Intuitive...

Category: Business & Finance / MS Office Addons
Publisher: Butler Creek Software, Inc., License: Shareware, Price: USD $229.00, File Size: 5.4 MB
Platform: Windows

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Morningstar Direct delivers investment vision.

Morningstar Direct delivers Investment vision. It’s a global Investment analysis platform that unites all of Morningstar’s data and institutional research, private and third-party content, rigorous analytics, and productivity tools. The Software platform streamlines the process of finding meaning in financial information, then helps Investment...

Category: Business & Finance / Small Business Tools
Publisher: Morningstar, License: Demo, Price: USD $0.00, File Size: 353.0 KB
Platform: Windows

Demo
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investPro is a complete portfolio management software with simple accounting.

investPro is a complete Portfolio management Software with simple accounting.It will enable you to keep track of your share purchases and sales with maximum simplicity and ease. investProgives you control over your Investment strategy by helping you understand how your Portfolio is performing and ensure that your Investment decisions are tax-effective. If you...

Category: Business & Finance / Business Finance
Publisher: adeptinfoways, License: Demo, Price: USD $0.00, File Size: 18.3 MB
Platform: Windows

Manage Invest Screenshot
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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...

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

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Your most valuable resource is time.

Your most valuable resource is time. In the world of trading and Investment, your time is money.

Stator-AFM Professional Software reduces the amount of time you spend managing and analysing your trading activities.

Stator-AFM Professional techniques make it the fastest and easy way to manage a Portfolio to gain more vision and intuition.

Category: Business & Finance / Business Finance
Publisher: Anfield Capital Pty Ltd, License: Shareware, Price: USD $520.00, File Size: 18.9 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 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

Freeware
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For more than thirty years, Telemet America has served the investment professional.

For more than thirty years, Telemet America has served the Investment professional. Its 'one stop' solution provides research, corporate financial data, market data, news, charts and Portfolio analytics
TeleVista saves time and money by updating prices, dividends and splits in Advent Axys and APX.
TeleVista requires TelemetQuoteService.

Category: Business & Finance / Business Finance
Publisher: Telemet America Inc., License: Freeware, Price: USD $0.00, File Size: 5.3 MB
Platform: Windows

XeCheck Personal Finance (Deluxe) Screenshot
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Manage all your finances in one place. Download account statements from 4000+ banks, credit card and other financial institutions. Balance checkbook, manage 18 types of accounts (checking, savings, credit card, loans, investment, etc).

Need personal finance Software that is packed with tools, yet EASY to use? XeCheck 7.0 is your answer. Get all the features of a store bought product for a lot less,VOICE COMMANDS included. Download your statements with one password. With over 4,000 banks, credit cards, brokerages and other financial institutions participating, downloading your banking, credit card, and...

Category: Business & Finance / Personal Finance
Publisher: Versure Inc., License: Shareware, Price: USD $31.95, File Size: 9.1 MB
Platform: Unknown

Money Organizer Deluxe Screenshot
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Complete program that will help you organize your bank accounts and investment information, personal web accounts, money related web resources. Intuitive interface and ready-to-use templates make it easy to set up and use.

Money Organizer Deluxe is a complete program that allows PC users to organize and manage bank accounts, Investment information, online private accounts, web finance resources. For the database novice, Money Organizer's intuitive interface and ready-to-use templates make it easy to set up and use. ACCOUNT: organize checking, saving accounts. Portfolio: organize your...

Category: Business & Finance
Publisher: PrimaSoft PC, License: Shareware, Price: USD $75.00, File Size: 9.1 MB
Platform: Windows

Freeware
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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...

Category: Business & Finance / Project Management
Publisher: SymbianGuru, License: Freeware, Price: USD $0.00, File Size: 0
Platform: Unknown

Shareware
LiteStock Screenshot
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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

Shareware
Amateur Invest Screenshot
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Keep your investments private! - Money, Stock and portfolio management. - Stock prices via internet - realtime - FREE. - Many companies from start. - Technical analysis. - Graphics, reports, hints & ideas, and much more. - Easy to use software.

Amateur Invest. - Invest like a Pro... Let no internet site know your private economy. - Keep your investments private! Manage all your personal finances in one program. Features include: - Portfolio/Investment Manager - Securities: stocks, bonds, mutual funds - Free current prices via the internet - Historic prices - Scrolling Stock Ticker - Investment...

Category: Business & Finance
Publisher: Simply Data, License: Shareware, Price: USD $40.00, File Size: 1.5 MB
Platform: Windows

Shareware
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Developed by Ibbotson Associates, Morningstar® EnCorr® software features advanced asset allocation tools to create, analyze, and implement optimal portfolio strategies.

Developed by Ibbotson Associates, Morningstar® EnCorr® Software features advanced asset allocation tools to create, analyze, and implement optimal Portfolio strategies. An integrated solution for conducting capital markets research and asset allocation modeling, EnCorr helps build diversified portfolios designed to generate robust returns at varying risk levels along the...

Category: Business & Finance / Business Finance
Publisher: Morningstar, License: Shareware, Price: USD $0.00, File Size: 132.6 MB
Platform: Windows

Shareware
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Invest64 shows investors a total view of their entire portfolio supporting any kind of investment type.

Invest64 shows investors a total view of their entire Portfolio supporting any kind of Investment type. 14 Types such as Property, Shares, Funds, Options, Businesses, etc. are already available plus other customisable types.
It handles many languages, unlimited currencies, unlimited securities and profiles. It gives a perfect view of the annual return for an Investment,...

Category: Business & Finance / Applications
Publisher: M64, License: Shareware, Price: USD $19.95, File Size: 9.9 MB
Platform: Windows

Investment Analysis Software Screenshot
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Easily analyze the performance of any investment by applying basic input variables to build an investment analysis. Analysis generates equivalent current year values allowing comparisons between different investments and identifies investment performance

Easily analyze the performance of any Investment by applying basic input variables to build an Investment analysis. Analysis generates equivalent current year values allowing comparisons between different investments and identifies Investment performance spikes or dips providing a tool to maximize overall return. You can also determine current and future net worth and...

Category: Business & Finance / Personal Finance
Publisher: softSWOT, License: Shareware, Price: USD $58.00, File Size: 41.0 KB
Platform: Unknown

CuteTrader - Portfolio Builder/Analyzer Screenshot
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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...

Category: Business & Finance / Personal Finance
Publisher: IGM systems Ltd, License: Demo, Price: USD $59.95, File Size: 23.3 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 redesigned, PPM...

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

TradeTrakker Deluxe Screenshot
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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

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License:  All 1 2 | Free