Portfolio Management Software (1-10 of 36)

TradeTrakker is an easy-to-use, yet powerful financial portfolio management application to monitor and analyze the performance of your stocks. Monitor key market indices, multiple portfolios and watch lists. electronic download only

StockQuoter is a portfolio manager and downloader for intraday, end of day and historical stock quotes. The generated data is compatible with most charting and technical analysis software. No more monthly charges. Get your quotes for free.

Independent portfolio valuation engine, which provides fair value mark-to-market valuations of all financial products including complex structures.

The Portfolio Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments.

The Portfolio Optimization template calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk.

IMS is a multi-currency portfolio management & accounting solution. A scalable, integrated real time system, IMS maintains a wide variety of instruments including mutual funds (NAV), unitized funds and synthetics. Accounting features: projects cash flows & valuations, complete history of...

AvantGard APS 2 is an in-house license or an ASP investment portfolio management product/service solution for the back office accounting with securities tracking, regulatory compliance, built-in report writer, and full import/export capability.

Soliam is a software package for the management of financial assets. Thanks to this completely integrated front to back and back to front solution for asset management - that is also multicompany, multicurrency and multistandard - you will be able to face the external pressure and at the same...

Principia SFP is the leading solution for the management and administration of structured finance operations as well as hybrid companies and structures. These include ABCP conduits, securities arbitrage conduits, structured investment vehicles (SIVs), credit derivative product companies (CDPCs)...

Axys is the industry standard portfolio management software solution.

APT offers statistical risk models, performance analytics, and portfolio construction tools. With risk profiles for 200,000 equities, bonds, currencies, funds, and unlimited futures, options and user-defined securities, APT offers a true, total risk solution. APT's integrated, multi-factor risk...

Trade Studio is your day to day instrument for making careful stock market research, logging your trading activity and calculating precise trade signals based on trading systems.

Portfolio Edge™ is a Web-based application that provides full investment lifecycle management of multiple investment types, real-time multi-dimensional analysis and scenario planning, investment prioritization, selection, and sequencing, and closed-loop, shared planning amongst all stakeholders.

3-in-1: .NET, COM and XML Web service implementation of Markowitz Theory and the CAPM to construct the optimal portfolio with/without asset weight constraints with respect to the risk, return or investors utility function. Incl. Perform Eval, Interp.

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.

3-in-1: .NET, COM and XML Web service implementation of Markowitz Theory and the CAPM to construct the optimal portfolio with/without asset weight constraints with respect to the risk, return or investors utility function. Incl. Perform Eval, Interp.

BodhiGold automatically collects and exports Worldwide Stock and Commodity Market end-of-day data to your charting, analysis and portfolio management software.

Stock Market analysis software that provides daily analysis of value, safety, timing, volume, price, earnings, dividends and many other critical investment parameters on over 2000 stocks and 32 business sectors. All stocks are given an overall rating each day.

Captool Professional Investor is a leading portfolio management software solution.

Dynamic portfolio rotation trading system. A new dimension in technical analysis. Matrix calculations of a list of securities over a date range allow for stock rotation through a portfolio, and a new category of "Market Breadth" indicators.

Integrated enterprise client / trust accounting / time and fee / portfolio management suite, web ready with focus on work flow management.

An advanced personal portfolio application that manages your financial portfolio and tracks investments in great detail.

Optimal and Transparent Back Office Operations
BSB-Portfolio Solution organises the Management of Your Company's Shareholding and Investments.

Founded in 1981, Integrated Decision Systems designs, develops and supports the Global Investment Manager II® automated financial portfolio management, performance measurement, compliance and trading system.

Xpose3 aimed to support integrated decision making, execution and reporting for financial institutions.

Daybreak is a power-packed loan portfolio management solution for the consumer finance industry - from origination and service to collections and securitization. Oracle-based, Daybreak is web-enabled and works in any type of network, offering unparalleled automation. Daybreak brings...

Real-time, robust portfolio management and investment accounting system that provides complete front-to-back office functionality: investment operations, transaction processing mark-to-market valuation, reconciliation and trade settlement, performance measurement and analysis, treasury / cash...

Trading and stock quotes downloading software for Microsoft Excel. You can download historical end-of-day and real time quotes into spreadsheets. Portfolio, stock options, stock charts, intraday.

AOSell: Stock Research for AOL

Portfolio is a financial information agent that gathers quotes and computes position values for your personal stock list. It actively searches for news or messages about these securities, and alerts you when new data is found. It extracts quotes, news an_

WebStock is a software package that provides the user with key information on any given stock to determine the optimum buy point and optimum selling point.

The system supports the selection and management of the portfolios of financial instruments. The advices are based on an analysis performed by means of neural networks.

The software package INA supports the portfolio building process for investment clients. Within seconds INA provides, based on the investment strategy of a bank, an entire customer-tailored portfolio or rearrangement proposal. Due to the flexibility of the 3-tier architecture INA can be used on the...

ViewPerf is an investment portfolio performance measurement data mart, which is cross-referenced to and consistent with the accounting system. ViewPerf uses an optimised data structure to store performance of portfolios broken down by risk group, local currency, sector, stock, and user-defined...

All necessary portfolio data, market information and research recommendations are supplied via the central database idb.

The FinancialAssistant tool supports the comparison of centrally managed master portfolio structures with a freely assembled client portfolio (securities and liquidity).