Portfolio Management

Portfolio Management Links

• Radix Research Ltd Investment software for multi-currency portfolio management and technical analysis. Designed for experienced investors.
  
• Electric Scorecard II Accounting software to track commodity trades.
  
• OWL Software Publisher of investment portfolio management software.
  
• Advisormart.com Online portfolio management for investment advisors, brokers, and financial planners.
  
• Ticoon Technology Offers financial service providers a custom, wealth-management software application for personal financial planning.
  
• DataCow Technologies Stock and mutual fund portfolio manager provides complete market information, technical indicators and forecast of indexes, stocks and mutual funds.
  
• Stochastic Financial simulator to project what a portfolio might be worth in the distant future.
  
• RAD Solutions LLC A real time portfolio management and accounting system.
  
• AnalytX, Inc. Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
  
• Croesus Portfolio Management System An advanced portfolio management software solution for the securities industry.
  
• QCharter Portfolio Charting Program Windows-compatible DOS program that provides tracking and charting of portfolios of stocks and funds. Recognizes common Internet quote service formats.
  
• Portfolio Director Software Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available.
  
• My Savings Bonds Windows based software package for maintaining savings bonds portfolios. Calculates the exact value of your savings bonds for up to 6 months at a time.
  
• Amateur Invest Program to securely manage your portfolio. Downloads prices via Internet in real-time, for free.
  
• Primafin Software AG Portfolio management software and consulting.
  
• Captool Investment Software Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
  
• StatementOne.com Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients.
  
• Invessoft Home Individual investment software for portfolio management and tax preparation. Prices updated via Internet.
  
• Advanced Portfolio Technologies Portfolio risk measurement software offering sophisticated risk measurement, portfolio optimization, risk attribution and performance analysis.
  
• Xen.com - Spectrum Suite of financial planning tools and portfolio management tracking solutions.
  
• Efficient Solutions Inc. Portfolio optimization software for investment professionals and sophisticated personal investors.
  
• Beiley Software Fund Manager Portfolio management application for the individual investor. Track and analyze stocks, mutual funds, and other investments with easy to use graphs and reports.
  
• Ravenfields Software Inc. Back office system solutions provider for Fund Companies.
  
• Zunna, Inc. Publishes WAT$, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
  
• Kamakura Corporation Provided risk and asset liability management software to sophisticated institutions world wide.
  
• Portfolio Investment Records Investment records keeping program for DOS.
  
• Savings Bond Maximizer Software Management tool for US Savings Bonds that tracks price, yield, accrual dates, maturity dates and deferred tax obligation of all bonds issued since 1943. Covers Series E, Series EE, Series I, Series H, Series HH and Savings Notes.
  
• InvesTraK Investment-tracking tool for managing an individual portfolio of stocks, bonds, and mutual funds. Online support, reviews, 30 day trial download. Windows 95/98/NT.
  
• Investment Spy Investor's toolkit for portfolio stock management, up-to-the minute research, hot stock picks, plus Adriane Berg's Insider's Guide to Investing. Download free demo.
  
• Computerized Portfolio Management System Generate long and short strategies with our proprietary ranking and screening system. Create strategies for specific industries.
  
• Portfolio Selection Systems Portfolio theory, and optimization software.
  
• Online Portfolio Tracks and notifies users of trades and provides detailed quotes for stocks and commodities.
  
• Traders Edge Canadian Investment Software This program manages stock market investment.
  
• DRIP Wizard Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
  
• Quotes Station Adware stock quotes and portfolio manager software.
  
• The Investor Source Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil.
  
• Sock the Stocks Stock market investing software and free portfolio manager. Dollar cost average to help buy high, sell low. Get best price to buy or sell.
  
• Stock Manager Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
  
• Quotes-Station Freeware Software to track and manage investment online. Build your own personal multi screen browser.
  
• Plain Language Solutions Share management software for the Australian share market. Online help, reports, charts, plain English manual and follows ASX share register rules.
  
• Systematic Methods Home Page Rules-based portfolio trading algorithms and consulting for financial institutions.
  
• Margin Account Calculator Tracks your futures trades. Free demo requires Excel.
  
• Alternative Software Development Provides software for Hedge Fund portfolio creation through downside risk management.
  
• Advanced Information Management Adaptive data mining and risk management solutions for the analysis and prediction of financial markets. Software, consulting, and seminars.
  
• Techfi - Portfolio 2000 A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
  
• Portfolio Analyzer MSExcel based portfolio management system that calculates performance and factor exposures.
  
• TradeLog Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
  
• QUANTIX Software Inc Investment portfolio software for tracking of stocks, bonds, funds.
  
• DTLink Software Personal Stock Monitor software for individual investors, helps track and manage your portfolio by providing automatic quote downloads over the Internet, flexible alerts, links to news and charts, and more.
  
• ClaroLogic Personal and enterprise level portfolio and fund management systems.
  
• GainsKeeper.com An online portfolio tracking service with an emphasis on tracking investment cost basis for tax purposes.
  
• Cosmos Offshore Company Management System Software to manage portfolios of registered companies.
  
• ESQuotes Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
  
• eWebPortfolio Fully functional portfolio management and accounting system that runs on the Web.
  
• Stockvue 2000 Free portfolio management program. Handles multiple accounts, dollar-cost averaging, and mutual funds. Data export to various formats and the Palm platform.