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Home / Computers / Software / Business / Investing / Portfolio Management
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Web Sites
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- Advanced Information Management - Adaptive data mining and risk management solutions for the analysis and prediction of financial markets. Software, consulting, and seminars.
www.aim-sw.net
- Advanced Portfolio Technologies - Portfolio risk measurement software offering sophisticated risk measurement, portfolio optimization, risk attribution and performance analysis.
www.apt.co.uk
- Advisormart.com - Online portfolio management for investment advisors, brokers, and financial planners.
www.advisormart.com
- Advisors Assistant Client Management System - Client Relationship Management Software designed for registered reps and financial planners, tracks clients, prospects, investments, insurance, annuities, calendar, contact notes, and investment rates of return.
www.climark.com
- Alternative Software Development - Provides software for Hedge Fund portfolio creation through downside risk management.
www.alternativesoft.com
- Amateur Invest, Finances, portfolio management and software. - A secure, investment and portfolio manager. Monitor historic data of specific companies and stocks, and manage your stock portfolio in terms of profits and losses. Get prices / quotes via the internet in realtime and for free.
www.amateur-invest.com
- AnalytX, Inc. - Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
www.analytx.com
- BasketFunds - Portfolio management tools for investors who want to manage their own mutual funds.
www.basketfunds.com
- Beiley Software Fund Manager - Portfolio management application for the individual investor. Track and analyze stocks, mutual funds, and other investments with easy to use graphs and reports.
www.beiley.com
- Bytelogics Inc - New York full service webdesign and software company. - Creators of Portfolix, a fixed income reporting software program.
www.bytelogics.com
- Captool Investment Software - Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
www.captools.com
- Checkfree Investment Services - APL based portfolio accounting systems for the separately managed accounts industry.
www.checkfreeinvsvcs.com
- ClaroLogic - Personal and enterprise level portfolio and fund management systems.
www.clarologic.com
- Computerized Portfolio Management System - Generate long and short strategies with our proprietary ranking and screening system. Create strategies for specific industries.
www.cpms.com
- Compuware, India - A comprehensive package for portfolios management and accounting.
www.compuwareonline.com/software/investment.asp
- Cosmos Offshore Company Management System - Software to manage portfolios of registered companies.
www.cosmos-offshore.com
- Coyote Capital.com - Automated portfolio management system that recommends daily stock trades based on investment capital and risk tolerance.
www.coyote-capital.com
- Croesus Portfolio Management System - An advanced portfolio management software solution for the securities industry.
www.croesus.com
- Custom Design Software, real estate investment software. - Real estate property analysis software, to assist real estate investors in making profitable investment decisions.
www.real-estate-investor-online.com
- DataCow Technologies - Stock and mutual fund portfolio manager provides complete market information, technical indicators and forecast of indexes, stocks and mutual funds.
www.datacow.com
- DRIP Wizard - Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
www.dripwizard.com
- DTLink Software - Personal Stock Monitor software for individual investors, helps track and manage your portfolio by providing automatic quote downloads over the Internet, flexible alerts, links to news and charts, and more.
www.dtlink.com
- Efficient Solutions Inc. - Portfolio optimization software for investment professionals and sophisticated personal investors.
www.effisols.com
- Electric Scorecard II - Accounting software to track commodity trades.
www.orbitsoft.com
- ESQuotes - Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
www.esquotes.com
- eWebPortfolio - Fully functional portfolio management and accounting system that runs on the Web.
www.eWebPortfolio.com
- Financial Additives - Suite of IT products to integrate and enhance the investment management and private client industry technology solutions.
www.financialadditives.net
- FinancialCad - Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
www.fincad.com
- GainsKeeper.com - Capital gains tax and schedule d automated by portfolio tracker that adjusts cost basis for mergers, splits, spin-offs, wash sales and increases after-tax returns.
www.gainskeeper.com
- Gravity Investments - Asset allocation and risk management using the Portfolio Graphisphere investment software. 3-D model portfolios maximize diversification. Suitable for professional and personal financial planning.
www.gravityinvestments.com
- Incom wealth management software - Incom provides wealth management software and systems for personal and business investors.
www.incom.com.au
- Invessoft Home - Individual investment software for portfolio management and tax preparation. Prices updated via Internet.
www.invessoft.com
- InvestAhead - Wealth management software for IFAs and other finance professionals.
www.investahead.co.uk
- Investment Spy - Investor's toolkit for portfolio stock management, up-to-the minute research, hot stock picks, plus Adriane Berg's Insider's Guide to Investing. Download free demo.
www.investmentspy.com
- Investors Source - Financial planning and portfolio management, web calculators and contact management.
www.investorssource.com
- InvesTraK - Investment-tracking tool for managing an individual portfolio of stocks, bonds, and mutual funds. Online support, reviews, 30-day trial download. Windows 95/98/NT.
www.investrak.com
- Leading Market Technologies Open Analytics - Real-time and historical data, risk management, portfolio and basket optimization, volatility forecasting, correlation, technical analysis, back-testing and program trading.
www.lmt-expo.com
- Margin Account Calculator - Tracks your futures trades. Free demo requires Excel.
www.users.globalnet.co.uk/~ibrant/index.htm
- Micro Corporation International - Software for stock analysis and portfolio management.
www.mciworldwide.com/uk/welcome.htm
- Milvus Software Limited - Offers wealth management software that manages the assets of high net worth individuals, and provides for the administration and control of client's trading activities and the need for tax efficient vehicles.
www.milvussoftware.com
- My Savings Bonds - Windows based software package for maintaining savings bonds portfolios. Calculates the exact value of your savings bonds for up to 6 months at a time.
www.mysavingsbonds.com
- NetageInvestors - NetageInvestors hedge fund front-office software. Software suite for optimizing information flow between a hedge fund, its employees and active or prospective investors.
www.netageinvestors.com
- OWL Software - Publisher of investment portfolio management software.
www.owlsoftware.com
- Pertrac 2000 - Pertrac is a powerful suite of investment tools for financial professionals.
www.pertrac2000.com
- Plain Language Solutions - Share management software for the Australian share market. Online help, reports, charts, plain English manual and follows ASX share register rules.
www.plainlanguage.com.au
- PMA Software - Provides portfolio management software and solutions including consulting for investment advisors
www.pmasoftware.com
- Portfolio Analyzer - MSExcel based portfolio management system that calculates performance and factor exposures.
www.portfolioanalyser.com/en_index.html
- Portfolio Director Software - Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available.
www.portfoliodirector.com
- Portfolio Investment Records - Investment records keeping program for DOS.
home.att.net/~imaginaryco/PortFolio.html
- Portfolio Manager - software to manage e-currency accounts. - Software package designed to organize all of your digital currency needs. E-currency accounts are easily managed with this innovative software.
dynamic-software-design.com
- Portfolio MCS - Software for portfolio risk analysis using monte carlo simulation for systematic traders and investors using Tradestation. Generate probability curves of risk and return.
www.portfolioriskanalysis.com
- Portfolio Risk Management - Software features single stock fundamentals analysis, risk vs. return optimization with assets weights distribution and instant efficiency frontier calculation.
www.ebestinsure.com/prms
- Portfolio Selection Systems - Portfolio theory, and optimization software.
www.portfolionetworks.com
- Portfolio Tracker 2002 - A site featuring software for washsale analysis and schedule d generation for stock & option transactions.
www.portfoliotracker2002.com
- Primafin Software AG - Portfolio management software and consulting.
www.primafin.com
- ProSight - Offers portfolio management software,includes company information, press, support, partners and forum.
www.prosight.com
- PSplus Portfolio Software and Consulting - Developers of professional portfolio management software.
www.psplus.de
- QCharter Portfolio Charting Program - Windows-compatible DOS program that provides tracking and charting of portfolios of stocks and funds. Recognizes common Internet quote service formats.
members.cox.net/nedblake
- QED Information Systems, Inc. - Information Systems, Inc. is a leading provider of portfolio management and accounting software for institutional investors.
www.qedinfo.com
- QUANTIX Software Inc - Investment portfolio software for tracking of stocks, bonds, funds.
www.quantixsoftware.com
- Quotes Station - Adware stock quotes and portfolio manager software.
www.aadsoft.com/quotes/intro.htm
- Quotes-Station Freeware - Software to track and manage investment online. Build your own personal multi screen browser.
www.quotes-station.com
- RAD Solutions LLC - A real time portfolio management and accounting system.
www.RADSolutionsLLC.com
- Radix Research Ltd - Investment software for multi-currency portfolio management and technical analysis. Designed for experienced investors.
www.radixresearch.com
- Ravenfields Software Inc. - Back office system solutions provider for Fund Companies.
www.ravenfields.com
- Real Decisions Visionary Corporate Real Estate Software - Real Decision's Smart-RE geared for the corporate real estate professional. Analyze and forecast using key performance measures.
www.realdecisions.co.uk
- RiskData Portfolio Solutions. - Real-Time desktop Portfolio Risk simulation & measurement solution. Monte-Carlo based risk attribution, VaR, optimization and tracking, coherent with more than 10000 risk factors correlations.
www.riskdata.com
- Savings Bond Maximizer Software - Management tool for US Savings Bonds that tracks price, yield, accrual dates, maturity dates and deferred tax obligation of all bonds issued since 1943. Covers Series E, Series EE, Series I, Series H, Series HH and Savings Notes.
www.maxbond.com
- Sock the Stocks - Stock market investing software and free portfolio manager. Dollar cost average to help buy high, sell low. Get best price to buy or sell.
www.sockthestocks.com
- Software for Investment Clubs - Investment Clubs Tax Reporting Software for Individual or Group Investment Clubs.
www.investclub.com/investment_club_accountbutler.html
- StatementOne.com - Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients.
www.statementone.com
- Stock Manager - Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
tinystocks.com
- Systematic Methods Home Page - Rules-based portfolio trading algorithms and consulting for financial institutions.
www.systematicmethods.com
- TBOTS - trading robots for simulating and tracking investment strategies - TBOTS enables investors to simulate their own buy and sell ideas on historic data, and to track them on a continuous basis; no programming or data feeds required.
ww2.tbots.com
- Techfi - Portfolio 2000 - A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
www.techfi.com
- The Investor Source - Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil.
www.caduceusenterprises.com/The_Investor_ource_-__Download/the_investor_ource_-__download.html
- Ticoon Technology - Offers financial service providers a custom, wealth-management software application for personal financial planning.
www.ticoon.com
- TradeLog - Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
www.armencomp.com/tradelog
- TradePerformance Trading Management Software - Tool for stock market investors, offering planning, money management, record keeping and tax reporting.
www.TradePerformance.com
- Traders Edge Canadian Investment Software - This program manages stock market investment.
www.tradersedge.com
- Xen.com - Spectrum - Suite of financial planning tools and portfolio management tracking solutions.
www.xen.com.my/index.html
- Zunna, Inc. - Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
www.zunna.com
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