Free Downloads: Portfolio Performance Tracker Fund Excel

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



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...

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

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Mutual fund ratings screensaver for Internet Explorer.

Mutual Fund ratings screensaver for Internet Explorer. Mutual funds with the best Performance levels will have top mutual Fund ratings. Mutual Fund ratings refer to a scale expressed in numerical numbers that determines how mutual funds are performing. You can judge how a mutual Fund is going to perform if you look to its past Performance both in terms...

Category: Desktop Enhancements / Screensavers
Publisher: Mutual Fund Ratings, License: Freeware, Price: USD $0.00, File Size: 1.0 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...

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

Fund Manager - Professional 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...

Category: Business & Finance
Publisher: Portfolio Management Software, License: Shareware, Price: USD $295.00, File Size: 1.4 MB
Platform: Windows

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Golf Tracker for Excel is a custom application written for Microsoft Excel and is completely compatible with Excel 97, Excel 2000, Excel 2002 (XP), Excel 2003, Excel 2007 and higher.

Golf Tracker for Excel is a custom application written for Microsoft Excel and is completely compatible with Excel 97, Excel 2000, Excel 2002 (XP), Excel 2003, Excel 2007 and higher. It provides comprehensive record keeping and analysis of all your golf statistics. Data entry is simplified through the use of custom scorecards with...

Category: Home & Education / Miscellaneous
Publisher: DJI Computer Solutions, License: Shareware, Price: USD $19.00, File Size: 696.3 KB
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 expenses...

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

Shareware
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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

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...

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

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Steele Expert mutual fund software is an intuitive, easy-to-use program for selection, tracking, analysis, and presentation.

Steele Expert mutual Fund software is an intuitive, easy-to-use program for selection, tracking, analysis, and presentation.
Steele Expert, by helping you identify the best mutual funds for you, can increase the return and reduce the risk of your investments.

With Steele Expert you can choose and evaluate the factors that you believe are most important in measuring...

Category: Business & Finance / Small Business Tools
Publisher: Steele Systems, Inc., License: Shareware, Price: USD $22.00, File Size: 5.4 MB
Platform: Windows

Freeware
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BitCometTracker is a high performance bittorrent tracker with a lot of enhancements.

BitCometTracker is a high Performance bittorrent Tracker with a lot of enhancements. BitCometServer supports both HTTP and UDP Tracker protocols, database plugins, and multi-port listening. BitCometServer is tested under heavy load, over 80,000 torrents a

Category: Internet / File Sharing
Publisher: bitcomet.com, License: Freeware, Price: USD $0.00, File Size: 1.5 MB
Platform: Windows

Shareware
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This is an fund accounting software for not-for-profit organizations.

This is an Fund accounting software for not-for-profit organizations. With this program, you can record and track one time and recurring pledges and contributions with automatic discounting for multi-year pledges, receive and sell donated goods. PCS Fund supports different currency and date formats (automatically from Windows Control Panel).

Category: Business & Finance / Business Finance
Publisher: PC Skills, License: Shareware, Price: USD $0.00, File Size: 9.8 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

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, but...

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

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...

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

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Portfolio Tracker™ software is designed for the individual tax lien and deed investor who needs an easy-to-use system to record and track tax lien and deed investments.

Portfolio Tracker™ software is designed for the individual tax lien and deed investor who needs an easy-to-use system to record and track tax lien and deed investments. Easily record vital information for each tax lien certificate or tax deed such as cost, premiums paid, parcel number, property owner, address, assessed value, and real estate fair market value. The software...

Category: Business & Finance / Business Finance
Publisher: TaxLienSoftware, License: Shareware, Price: USD $99.95, File Size: 37.6 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

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The desktop Bullion Wealth Tracker widget gives you a way to value all your precious metal investments.

The desktop Bullion Wealth Tracker widget gives you a way to value all your precious metal investments. With a few clicks of a button you can build your Portfolio and monitor your gold and silver investments.

It also includes live pricing, gold and silver charts, and the latest bullion headlines from around the world. Installation is easy and automatically downloads...

Category: Business & Finance / Small Business Tools
Publisher: Perth Mint, License: Freeware, Price: USD $0.00, File Size: 2.3 MB
Platform: Windows

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The Inventory Tracker for Excel allows small business owners and inventory management professionals to track inventory and be automatically alerted when reordering is necessary.

The Inventory Tracker for Excel allows small business owners and inventory management professionals to track inventory and be automatically alerted when reordering is necessary. Key features of the Inventory Tracker for Excel include the ability to pre-define reorder levels and customize reorder tolerance levels. i.e. when units in stock are within 10% (or whatever...

Category: Business & Finance / Inventory Systems
Publisher: The Spreadsheet Store, License: Commercial, Price: USD $39.95, File Size: 5.3 MB
Platform: Windows

TraderXL Pro Package Screenshot
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Technical Analysis in Microsoft Excel. 146 indicators and experts. Free download real and historical stock quotes from USA, Europe, and Canada into Excel spreadsheets. Mutual funds, corporate bonds, Major USA Market Indices, Major World Indices ...

Technical Analysis in Microsoft Excel. 146 indicators and experts. Free download real and historical stock quotes from USA, Europe, and Canada into Excel spreadsheets. Mutual funds, corporate bonds, Major USA Market Indices, Major World Indices are downloadable into Microsoft Excel spreadsheets. Daily, weekly and monthly quotes into one Excel spreadsheets. Quotes...

Category: Business & Finance / Spreadsheets
Publisher: Franz AG, License: Shareware, Price: USD $249.95, File Size: 3.1 MB
Platform: Unknown

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 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

DAXA-Chart Privat Screenshot
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DAXA-Chart Privat is a freeware German program for analyzing and charting shares and portfolio management. It is supplied with an initial database of 120 German stocks. Download further stockmarket price updates from our homepage for free.

DAXA-Chart Privat is a freeware German program for analyzing and charting shares and Portfolio management. Powerful yet easy to use, it is supplied with an initial database of 120 German stocks. Download further stockmarket price updates from our homepage for free.

Category: Business & Finance
Publisher: Vermögensberatung Martin Iwersen, License: Freeware, Price: USD $0.00, File Size: 1.1 MB
Platform: Windows

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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License:  All 1 2 | Free