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Software
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Download Mutual Fund Software
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Sonar
by Incatec Inc.
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.
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Personal Portfolio Manager
by OWL Software
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.
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StockQuoter
by biu software
StockQuoter 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.
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Investment Tracking System - Enterprise Edition
by Simple Financial Systems
The enterprise edition allows the investor to manage many different portfolio's. Financial reporting is done at the portfolio and portfolio management level. This system is excellent for any one that would like to manage two or more portfolio's and have the ability to report on all finances that they manage. A couple could both enter their portfolio's separately but have the reports select information from both portfolio's for reporting.
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ESQuotes - Real time stock quotes
by Gilmore Software Development, Inc.
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.
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QuoTracker
by Sunnymoon Consulting
QuoTracker is a tool which facilitates the monitoring and tracking of your investment in global stock markets and US/Can. mutual funds. It collects and connects information (chart, quote, news, profile etc.) from different free Internet services, puts everything onto an easy-to-glance Explorer-like interface, and lets you access them quickly at your mouse-click. QuoTracker is loaded with features and customization options.
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Portfolio Evaluator +
by Bent Tree Software
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.
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TradeTrakker
by Hagel Technologies
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.
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Variable Investment Analyst
by Horizon Software
Variable 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.
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TradeTrakker Deluxe
by Hagel Technologies
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.
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