Mutual Fund Software

Portfolio Evaluator +

This program is a version of a form that will assist you in tracking your investments. It runs under Win 95, 98,Me. NT4, XP, & 2000. This program tracks your investment's performance for stocks, bonds, mutual funds, etc. It allows you to evaluate the performance year-to-date or from initial purchase. It is also a handy tool to assist you in selecting a "sell" point. Stock and mutual fund information may be downloaded from the Internet.

NeoTicker EOD

This business software is an advanced investment tool with intraday quotes, animated tickers, portfolio tracking and programmable technical analysis stock charting. Many drawing tools. Over 120 indicators. Open multiple charts with user grouping and allow mixing multiple timeframes. Excel automation. Read free Internet stock and mutual fund data, TC2000, Metastock, CSI, ASCII formats. Formula VBScript JavaScript compatible. Windows 98,ME,NT,2000, XP.

StockQuoter

This office software is a portfolio manager and downloader for intraday, end of day and historical stock quotes. Download free historical stock, currency, index and mutual fund data from yahoo for your lists of tickers. The generated data is compatible with most charting and technical analysis software. No more monthly charges, start today and get your quotes for free.

EZQuoteLite

This business software allows you to download historical end-of-day quotes for virtually any stock, index, ETF or mutual fund publicly traded in USA and other world markets. The data is stored in ASCII format and can be easily converted into the format accepted by your charting software package.

Build an Automated Sector Fund System

This online course shows you how to build a long term sector fund rotation model using Microsoft Excel. Microsoft's Visual Basic (VBA) language is used with Excel's user interface, formulas, and calculation capabilities to deliver a powerful and flexible investment tool. The Model is based on the classic market economist's Sector Rotation Model, providing several crucial improvements that eliminate the guesswork in timing fund switches.

Sonar

You have found the ultimate tool for the job! The award winning Sonar Stock Analyzer will allow you to get detailed information on thousands of stocks, then filter them exactly how you want and end up with a short list of potentially highly valuable investments. The Stock Analyzer includes complete lists of all the active stocks on the NYSE, Nasdaq, AMEX and OTCBB exchanges ready for you to analyze and filter.

Checklist Investor

This office and business application is a stock market investment software tool for individual investors. This powerful, yet easy to use tool, helps investors make better investing decisions. Checklist Investor allows users to organize their investment data, follow well known expert investing strategies (including Buffett, Graham, Lynch, and CANSLIM), customize these strategies, and follow a systematic approach to investing.

Mutual Fund Record Keeping

This software system for home use. Please read the README file. The procedure for using this system would be to enter x number of items through the "mutfdent" program. Then run "mutfdsrt" to sort the items. Then run "mutfdscr" to look at what you have done on the screen. Errors can be fixed using the "mutfdmat" or the "mutualfx" program. Personally I use "mutfdmat" to fix my errors. etc.

Personal Portfolio Manager

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.

Horizon Investment Analyst

This office software 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.

TradeTrakker Deluxe

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.

ESQuotes - Real time stock quotes

Powerful Excel workbook for stocks & mutual funds. Quotes directly from Internet with no downloads or conversions. Manage stocks & mutual funds your way. Stealth quote interface uses simple & familiar =functions(). Works with all proxy servers. Example workbook with spreadsheets show how to dynamically update market price, change, volume, high/low price, date, and time. Excel calculates gain/loss, value and much much more.

Variable Investment Analyst

This office software 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.