This program is a version of a form that will assist you in tracking your investments. It will run 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 or obtained from publications to keep the forms up-to-date and assist you by providing an easy way to track and evaluate your investment performance
Printouts are professional looking and may be used by financial planners as well as individuals to track report specific stock, bond, and mutual fund investments.
PortfolioTK PortfolioTK lets you identify the strengths and weaknesses of your investment strategy so necessary corrections can be made to maximize future returns.
SmartFolio Professional Edition SmartFolio is a state-of-the-art asset management software for investment professionals and private investors. It contains advanced portfolio optimization and risk management algorithms, based on the latest achievements in portfolio theory.
Portfolio Fundamentals + This program is a version of a form that will assist you in tracking the fundamentals of your stock portfolio. It will run under Win 95, 98, Me, NT4, XP & 2000.
WebCab Portfolio (J2EE Edition) Apply the Markowitz Theory and CAPM to construct the optimal portfolio with/without asset weight constraints with respect to the risk, return or investors utility function. Also Performance Eval, interpolation, analysis of Efficient Frontier and CML.
WebCab Portfolio (J2SE Edition) Apply the Markowitz Theory and CAPM to construct the optimal portfolio with/without asset weight constraints with respect to the risk, return or investors utility function. Also Performance Eval, interpolation, analysis of Efficient Frontier and CML.
Portfolio Performance Monitoring 1.0 The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations.
AcQuest Tax Penalty & Interest Evaluator 2.00 AcQuest Tax Penalty & Interest Evaluator. Designed to run on Win 95, 98, Me, & XP. Will verify penalties and interest for individuals, corporations, and employers. Calculates interest, failure to file, failure to pay, accuracy, and failure to deposit penalties. Saves each taxpayer's info. The demo is limited to 10 days or 5 uses. See http://www.acquest-solutions.com .
Portfolio Optimization 1.0 The Portfolio Optimization model calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The unique design of the model enables it to be applied to either financial instrument or business portfolios. The ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions.
Portfolio Performance Monitoring The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations.
Magic Charts Tool to follow the stock market using Point and Figure charts. Get a full set of updated Point and Figure charts every day in your mailbox and select easily which stock to buy and sell with the new Buy the Winner view. Comes with build in portfolio.
Portfolio Optimization The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. Results display action required and probability analysis through Monte Carlo simulation
