PPM is a portfolio management and stock charting system designed specifically for individual investors. It maintains complete records of capital gains, dividends and other income for tax purposes. It allows assets to be divided into different portfolios for independent tracking of IRA's, 401k's, etc. PPM analyzes the performance of individual securities and complete portfolios. It downloads current and historic stock prices from the internet.

• License: Shareware
• Language: English
• Release: 2006-06-20
• Size: 1 Mb
• Cost: 69.00 $

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 expertise and experience.

• License: Shareware
• Language: English
• Release: 2007-04-24
• Size: 14 Mb
• Cost: 490.00 $

OTrader 4.1 is a streamlined, easy-to-use portfolio management tool for stock, option, warrant, future and CFD traders. The new features in OTrader 4.1 allow you go way beyond your standard excel spread sheets by giving you advanced reporting and trade analysis.

• License: Demo
• Language: English
• Release: 2006-01-01
• Size: 15 Mb
• Cost: 197.00 $

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 single push button price and transaction updates from the internet.

• License: Shareware
• Language: English
• Release: 2006-10-24
• Size: 2 Mb
• Cost: 895.00 $

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 income streams to make informed investment and retirement planning decisions.

• License: Shareware
• Language: English
• Release: 2003-03-24
• Size: 38 Kb
• Cost: 58.00 $

All-in-one technical analysis solution for Microsoft Excel: 146 technical analysis functions, historical data downloads, real-time quotes, neural network-based prediction and classification. You can automatically build charts, create macros. It downloads free historical end-of-day stocks, indexes, mutual funds and futures, delayed and real time quotes for stocks, options, indexes and other securities for more than 50 markets worldwide.

• License: Shareware
• Language: English
• Release: 2006-04-20
• Size: 5 Mb
• Cost: 249.95 $

Horizon Investment Analyst calculates profit, periodic, cumulative, & average annual total return, internal rate of return (IRR), capital gain, buy/sell prices, and other statistics. Creates many different types of charts, 5 different types of basis worksheets for capital gains calculations. Imports/exports data to/from many other applications. Particularly useful for investments with multiple cash flows, such as mutual funds, 401k plans, etc.

• License: Shareware
• Language: English
• Release: 2004-04-07
• Size: 3 Mb
• Cost: 15.00 $

Powerful financial portfolio management application to monitor and analyze performance of investments. Easily monitor worldwide market indices, multiple portfolios, updated automatically. Configurable ticker display. Wizard option simplifies data input. Retrieve selected quotes for favorite stocks in realtime. Link to news, charts, personal online trading accounts. Integration with Notepager software. An ideal way to keep track of investments.

• License: Shareware
• Language: English
• Release: 2006-01-19
• Size: 1 Mb
• Cost: 34.95 $

Offers investors a complete set of stock analysis and trading strategy tools: Live Stock Picks search for optimum trading opportunities and post them in real-time. Neural-Network 5-day forecast calculates a stock's likely price movement. Block Trades keeps you informed of the activities of institution investors. Other advanced tools includes Money Flow, Volume Weighted Average Price, Tick Chart, self-updating portfolios, etc.

• License: Demo
• Language: English
• Release: 2001-07-07
• Size: 1 Mb
• Cost: 300.00 $

Plan, track and analyze your investments. Build custom screens in seconds. Program grids, charts and trading systems with simple, spreadsheet-style expressions and almost 400 powerful built-in functions. Create custom indicators using your favorite ActiveX Scripting language. Download and parse quotes on any format, anywhere. Freely mix different currencies and markets; back-test, optimize and compare complex, multi-asset portfolio strategies.

• License: Shareware
• Language: English
• Release: 2005-12-24
• Size: 4 Mb
• Cost: 9.95 $

Apply the Markowitz Theory and Capital Asset Pricing Model (CAPM) to analyze and construct the optimal portfolio with/without asset weight constraints with respect to Markowitz Theory by giving the risk, return or investors utility function; or with respect to CAPM by given the risk, return or Market Portfolio weighting. Also includes Performance Evaluation, interpolation procedures, analysis of Efficient Frontier, Market Portfolio and CML.

• License: Demo
• Language: English
• Release: 2004-09-26
• Size: 6 Mb
• Cost: 199.00 $

Technical analysis library for NET. It comprises 76 most popular technical analysis functions. Technical Analysis functions usage samples are available for both C# and VB.Net. You can use TA4.Net for Windows, Windows CE, Mobile and Web Application Development. With TA4.Net you can analyze stock quotes, any market prices, futures and commodities, stock options. Real time quotes or end-of-day historical quotes are suitable to stream into TA.NET.

• License: Shareware
• Language: English
• Release: 2005-11-03
• Size: 469 Kb
• Cost: 111.95 $

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.

• License: Commercial
• Language: English
• Release: 2007-08-15
• Size: 5 Mb
• Cost: 37.00 $

Stock quotes downloading software for Microsoft Excel. You can automatically build charts, create macros. It downloads free historical end-of-day stocks, indexes and mutual funds data, 15-minutes delayed and real time quotes for stocks, options, indexes, futures and other securities for more than 50 markets worldwide. DownloaderXL package includes the following products: DownloaderXL, RTQuotesXL, OptionsXL and PortfolioXL.

• License: Shareware
• Language: English
• Release: 2006-04-20
• Size: 3 Mb
• Cost: 49.95 $

StockWrap Express Charts is a free stock and analysis program with 100+ indicators, tools and 50,000 stock codes, covering almost every exchange on the planet. It also has free live data updates, portfolio manager and scanning manager. Version 1.0.4 added new indicators and fixed some bugs.

• License: Freeware
• Language: English
• Release: 2007-01-01
• Size: 4 Mb
• Cost: Free

Technical analysis and stock quotes downloading software for Microsoft Excel. It is a library of 146+ technical analysis functions, indicators and experts. You can automatically build charts, create macros. It downloads free historical end-of-day stocks, indexes, mutual funds and futures data, 15-minutes delayed and real time quotes for stocks, options, indexes, futures and other securities for more than 50 markets worldwide.

• License: Shareware
• Language: English
• Release: 2006-04-20
• Size: 4 Mb
• Cost: 99.95 $

Portfolio Manager is a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal effort and time you can keep track of which stocks you have bought and sold, along with any associated dividends.

• License: Shareware
• Language: English
• Release: 2008-01-03
• Size: 1 Mb
• Cost: 29.95 $

Manage Invest is a comprehensive investment portfolio management and technical analysis software package. It can handle all types of assets and includes end of day data access to 50 major exchanges worldwide. Foreign exchange data for hundreds of currency pairs is included for easier management of portfolios with international investments.

• License: Demo
• Language: English
• Release: 2008-04-02
• Size: 46 Mb
• Cost: 370.00 $

SLInvest is used to evaluate the financial profitability and efficiency of investment projects. In order to determine how profitable this investment is, the investor has to evaluate its profitability in comparison to other possible investment projects. SLInvest allows you to calculate main financial indicators of investment projects (NPV, NFV, IRR), which makes it possible to choose the most optimal and profitable investment.

• License: Shareware
• Language: English
• Release: 2005-10-06
• Size: 604 Kb
• Cost: 59.00 $

Seer is an application for the building, backtesting and optimizing of stock, futures and forex trading systems. Seer is able to backtest and optimize multiple systems, with each system using a portfolio of symbols across multiple time frames. Seer performs backtesting in a single pass with account balances and position values available on each bar (even for forex). This allows you to build complex position sizing while managing your risk.

• License: Demo
• Language: English
• Release: 2006-04-08
• Size: 9 Mb
• Cost: 50.00 $