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All
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Free Mutual Fund Software
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Checklist Investor
by Sollee Software
Checklist Investor 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.
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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 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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Horizon Investment Analyst
by Horizon Software
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.
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Build an Automated Sector Fund System
by Financial-edu.com / Venus United Capital
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.
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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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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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NeoTicker EOD
by TickQuest Inc.
NeoTicker EOD 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.
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Mutual Fund Record Keeping
by J.P. Shankle
Mutual Fund Record Keeping 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.
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Investment Tracking System - Deluxe Version
by Simple Financial Systems
The Investment Tracking System ? Deluxe (ITSD) version was designed to handle investment and banking information giving the user a total picture of their financial portfolio. This product has many features and is very flexible. Our goal is to provide software that has many features but is easy to use. Another goal is that our software remain inexpensive for the home and business users. The ITSD version has many features and we will mention a few.
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