Portfolio Management (Investing)

Portfolio Management Sites:

PMSA Inc. PMSA Inc.: Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations. (Portfolio Management) http://www.pmsa-inc.com QUANTIX Software Inc QUANTIX Software Inc: Investment portfolio software for tracking of stocks, bonds, funds. (Portfolio Management) http://www.quantixsoftware.com Portfolio Director Software Portfolio Director Software: Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available. (Portfolio Management) http://www.portfoliodirector.com/ Computerized Portfolio Management System Computerized Portfolio Management System: Generate long and short strategies with our proprietary ranking and screening system. Create strategies for specific industries. (Portfolio Management) http://www.cpms.com/ Advanced Information Management Advanced Information Management: Adaptive data mining and risk management solutions for the analysis and prediction of financial markets. Software, consulting, and seminars. (Portfolio Management) http://www.aim-sw.net/ Portfolio Selection Systems Portfolio Selection Systems: Portfolio theory, and optimization software. (Portfolio Management) http://www.portfolionetworks.com/ Primafin Software AG Primafin Software AG: Portfolio management software and consulting. (Portfolio Management) http://www.primafin.com/ Cainsoft, Inc. Cainsoft, Inc.: Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions. (Portfolio Management) http://www.cainsoft.com My Savings Bonds 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. (Portfolio Management) http://www.mysavingsbonds.com StatementOne.com StatementOne.com: Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients. (Portfolio Management) http://www.statementone.com Croesus Portfolio Management System Croesus Portfolio Management System: An advanced portfolio management software solution for the securities industry. (Portfolio Management) http://www.croesus.com eWebPortfolio eWebPortfolio: Fully functional portfolio management and accounting system that runs on the Web. (Portfolio Management) http://www.eWebPortfolio.com/ Gravity Investments Gravity Investments: Portfolio management software creates and presents balanced portfolios. 3-D model portfolios maximize diversification and create custom efficient portfolios using new portfolio theory. Sophisticated investors use it for sales and marketing, asset allocat (Portfolio Management) http://www.gravityinvestments.com/ A Penny Saved A Penny Saved: Offers automated online trading tools. (Portfolio Management) http://www.apennysaved.com Pertrac 2000 Pertrac 2000: Pertrac is a powerful suite of investment tools for financial professionals. (Portfolio Management) http://www.pertrac2000.com Traders Edge Traders Edge: Canadian Investment Software. This program manages stock market investment. (Portfolio Management) http://www.tradersedge.com Alternative Software Development Alternative Software Development: Provides software for Hedge Fund portfolio creation through downside risk management. (Portfolio Management) http://www.alternativesoft.com/ AnalytX, Inc. AnalytX, Inc.: Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools. (Portfolio Management) http://www.analytx.com QCharter Portfolio Charting Program 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. (Portfolio Management) http://members.cox.net/nedblake/ TradeLog TradeLog: Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales. (Portfolio Management) http://www.armencomp.com/tradelog Portfolio Analyzer Portfolio Analyzer: MSExcel based portfolio management system that calculates performance and factor exposures. (Portfolio Management) http://www.portfolioanalyser.com/en_index.html Margin Account Calculator Margin Account Calculator: Tracks your futures trades. Free demo requires Excel. (Portfolio Management) http://www.users.globalnet.co.uk/~ibrant/index.htm Compuware, India Compuware, India: A comprehensive package for portfolios management and accounting. (Portfolio Management) http://www.compuwareonline.com/software/investment.asp Ravenfields Software Inc. Ravenfields Software Inc.: Back office system solutions provider for Fund Companies. (Portfolio Management) http://www.ravenfields.com DynaPorte DynaPorte: Dynamic asset allocation system helps you to discover the important macroeconomic and market factors that influence investment performance and adapt the asset allocation accordingly. (Portfolio Management) http://www.dynaporte.com ESQuotes ESQuotes: Excel workbook for stocks and mutual funds. Download quotes directly from Internet. (Portfolio Management) http://www.esquotes.com Techfi - Portfolio 2000 Techfi - Portfolio 2000: A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting. (Portfolio Management) http://www.techfi.com Quotes-Station Freeware Quotes-Station Freeware: Software to track and manage investment online. Build your own personal multi screen browser. (Portfolio Management) http://www.quotes-station.com Systematic Methods Systematic Methods: Rules-based portfolio trading algorithms and consulting for financial institutions. (Portfolio Management) http://www.systematicmethods.com FinLab FinLab: PackHedge is a global fund data-management system for fund research & analysis. (Portfolio Management) http://www.finlab.ch Asset Allocation Analyst Asset Allocation Analyst: The Asset Allocation Analyst is an integrated portfolio management application for financial advisors. (Portfolio Management) http://www.assetallocationanalyst.com Invessoft Invessoft: Individual investment software for portfolio management and tax preparation. Prices updated via Internet. (Portfolio Management) http://www.invessoft.com SunGard Online Investment Systems SunGard Online Investment Systems: Integrated wealth management and front-office financial solutions for banks, brokerage and insurance. Solutions for CRM, portfolio management, online trading, performance measurement, financial planning, asset allocation, compliance and suitability. (Portfolio Management) http://www.online.sungard.com InvestorDynamo InvestorDynamo: Outlook-based application that allows hedge funds to maintain client information in a centralized repository and send personalized investor correspondence. (Portfolio Management) http://www.investordynamo.com Advisormart.com Advisormart.com: Online portfolio management for investment advisors, brokers, and financial planners. (Portfolio Management) http://www.advisormart.com Investment Data Technologies Investment Data Technologies: Financial planning software, insurance and managed investment data for dealer groups and advisors in Australia and New Zealand. (Portfolio Management) http://www.idt-world.com Advanced Portfolio Technologies Advanced Portfolio Technologies: APT offers statistical risk models and analytics. Integrated, multi-factor risk models include currency, country, sector and style factors as well as yield curve, fundamental, economic and user-defined factors. Available for 200,000 equities, bonds, curr (Portfolio Management) http://www.apt.com/ Efficient Solutions Inc. Efficient Solutions Inc.: Portfolio optimization software for investment professionals and sophisticated personal investors. (Portfolio Management) http://www.effisols.com PowerBroker Asset Management Software PowerBroker Asset Management Software: Software for financial professionals, cpa's and attorneys. Components include performance measurement, reporting with graphical enhancements, compliance reporting and tools for quick entry of historical performance information. (Portfolio Management) http://www.powerbrokertools.com RAD Solutions LLC RAD Solutions LLC: A real time portfolio management and accounting system. (Portfolio Management) http://www.RADSolutionsLLC.com Steady Trading Steady Trading: Offers decision-making support software designed for portfolio management. (Portfolio Management) http://www.steadytrading.com Incom Incom: Incom provides wealth management software and systems for personal and business investors. (Portfolio Management) http://www.incom.com.au DataCow Technologies DataCow Technologies: Stock and mutual fund portfolio manager provides complete market information, technical indicators and forecast of indexes, stocks and mutual funds. (Portfolio Management) http://www.datacow.com/ Dynamic Software Design Dynamic Software Design: Software package designed to organize all of your digital currency needs. Manage E-currency accounts with Portfolio Manager. (Portfolio Management) http://dynamic-software-design.com/ Equitrend Equitrend: Offers money management system with daily updates and monthly newsletter. (Portfolio Management) http://www.Equitrend.com Integrated Decision Systems Integrated Decision Systems: The IDS Suite of products are in production world-wide at top-tier banks, brokerage firms, separately managed account and wealth management advisors, securities lending environments, and prime brokerages. (Portfolio Management) http://www.idsnet.com GainsKeeper GainsKeeper: Capital gains tax and schedule d automated by a portfolio tracker that adjusts cost basis for mergers, splits, spin-offs, wash sales and increases after-tax returns. (Portfolio Management) http://www.gainskeeper.com/ TradePerformance TradePerformance: Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting. (Portfolio Management) http://www.TradePerformance.com/ RiskData Portfolio Solutions RiskData Portfolio Solutions: Real-Time desktop portfolio risk simulation and measurement solution. Monte-Carlo based risk attribution, VaR, optimization and tracking, coherent with more than 10000 risk factors correlations. (Portfolio Management) http://www.riskdata.com Quotes Station Quotes Station: Adware stock quotes and portfolio manager software. (Portfolio Management) http://www.aadsoft.com/quotes/intro.htm Portfolio MCS 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. (Portfolio Management) http://www.portfolioriskanalysis.com Radix Research Ltd Radix Research Ltd: Investment software for multi-currency portfolio management and technical analysis. Designed for experienced investors. (Portfolio Management) http://www.radixresearch.com Amateur Invest Amateur Invest: 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. (Portfolio Management) http://www.amateur-invest.com Custom Design Software Custom Design Software: Real estate property analysis software for real estate investors. (Portfolio Management) http://www.real-estate-investor-online.com/ PortfolioScience PortfolioScience: Provides portfolio risk analysis for individual investors. (Portfolio Management) http://www.portfolioscience.com/ Excelquant Excelquant: Develops, and sells online, investment software for Microsoft Excel. Offers consulting services for custom developed solutions. (Portfolio Management) http://www.excelquant.com Real Decisions Real Decisions: Real Decision's real estate software: Smart-RE geared for the corporate real estate professional. Analyze and forecast using key performance measures. (Portfolio Management) http://www.realdecisions.co.uk DRIP Wizard DRIP Wizard: Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others. (Portfolio Management) http://www.dripwizard.com EM Applications EM Applications: EM Applications provides an advanced factor model and tools for portfolio risk management. (Portfolio Management) http://www.emapplications.com Stock Manager Stock Manager: Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync. (Portfolio Management) http://tinystocks.com Zunna, Inc. Zunna, Inc.: Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies. (Portfolio Management) http://www.zunna.com/ Electric Scorecard II Electric Scorecard II: Accounting software to track commodity trades. (Portfolio Management) http://www.orbitsoft.com Personal ASX Portfolio Manager Personal ASX Portfolio Manager: PASXM is a simple portfolio manager for all your ASX securities with advanced reporting functionality providing cost effective portfolio management. (Portfolio Management) http://www.xu8.net/ Investment Spy 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. (Portfolio Management) http://www.investmentspy.com/ NorthStar Wealth Management Software NorthStar Wealth Management Software: NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review. (Portfolio Management) http://www.northstar.com Efficient Portfolios Efficient Portfolios: A web-based solution that provides financial planners and investment professionals with the ability to apply modern portfolio theory, Monte Carlo simulation, risk assessment, and performance backtesting to the selection, evaluation, and optimization of th (Portfolio Management) http://www.effport.com PSplus Portfolio Software and Consulting PSplus Portfolio Software and Consulting: Developers of professional portfolio management software. (Portfolio Management) http://www.psplus.de/ DTLink Software 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, and links to news and charts. (Portfolio Management) http://www.dtlink.com/ Taking Stock Taking Stock: Simulates portfolio investment strategies using historical returns for stocks, bonds and cash since 1922 and educates investors about bull and bear markets using 18 interactive calculators. (Portfolio Management) http://www.marketsavvy.net Software for Investment Clubs Software for Investment Clubs: Investment Clubs Tax Reporting Software for Individual or Group Investment Clubs. (Portfolio Management) http://www.investclub.com/investment_club_accountbutler.html Savings Bond Maximizer Software 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. (Portfolio Management) http://www.maxbond.com Bytelogics Inc Bytelogics Inc: New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program. (Portfolio Management) http://www.bytelogics.com/ ClaroLogic ClaroLogic: Personal and enterprise level portfolio and fund management systems. (Portfolio Management) http://www.clarologic.com/ Risk Infotech Solutions Risk Infotech Solutions: Develops risk management software products including country specific multi-factor equity risk model for India. (Portfolio Management) http://www.riskinfotech.com Portfolio Investment Records Portfolio Investment Records: Investment records keeping program for DOS. (Portfolio Management) http://home.att.net/~imaginaryco/PortFolio.html Advisors Assistant Advisors Assistant: 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. (Portfolio Management) http://www.climark.com Investors Source Investors Source: Financial planning and portfolio management, web calculators and contact management. (Portfolio Management) http://www.investorssource.com/ FinancialCad FinancialCad: Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with. (Portfolio Management) http://www.fincad.com Leading Market Technologies Leading Market Technologies: Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system. (Portfolio Management) http://www.lmt-expo.com Beiley Software Fund Manager 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. (Portfolio Management) http://www.beiley.com/ Captool Investment Software Captool Investment Software: Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets. (Portfolio Management) http://www.captools.com/ Milvus Software Limited 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. (Portfolio Management) http://www.milvussoftware.com/ BasketFunds BasketFunds: Mutual and stock portfolio management services. Product and services information provided. (Portfolio Management) http://www.basketfunds.com/ Investor Coach Investor Coach: Offer online portfolio management tool for stock investment. (Portfolio Management) http://www.investcoach.com/ prommise prommise: PRoMMiSe software performs management and analysis requirements of mortgage portfolios, as well as prepare parties for securitisation of part of their portfolios. (Portfolio Management) http://www.prommise.com Monetaire, Inc Monetaire, Inc: Provides a componentized wealth management platform to the financial services industry, including modules for rules, computations and user interfaces. (Portfolio Management) http://www.monetaire.com Architect of your eFuture Architect of your eFuture: Consulting and development company servicing the financial services industry. (Portfolio Management) http://www.fin-it.com ProSight ProSight: Offers portfolio management software, including company information, press, support, partners and forum. (Portfolio Management) http://www.prosight.com Stock Analyzer Stock Analyzer: Stock Analyzer software is an investment record keeping system with performance measurement. (Portfolio Management) http://www.stock-analyzer.com Advisor Software Inc. Advisor Software Inc.: ASI is a provider of Wealth Management Software to the financial services industry focusing on providing tools for advisors to delivery advice and sell investments. (Portfolio Management) http://www.advisorsoftware.com The Investor Source The Investor Source: Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil. (Portfolio Management) http://www.caduceusenterprises.com/The_Investor_ource_-__Download/the_investor_ource_-__download.html QED Information Systems, Inc. QED Information Systems, Inc.: Information Systems, Inc. is a leading provider of portfolio management and accounting software for institutional investors. (Portfolio Management) http://www.qedinfo.com Portfolio Style Analysis Portfolio Style Analysis: Portfolio style analysis, asset allocation, risk management software and consulting services. (Portfolio Management) http://www.styleanalysis.com/ InvestAhead InvestAhead: Wealth management software for IFAs and other finance professionals. (Portfolio Management) http://www.investahead.co.uk/ Profitspi Profitspi: Browser based portfolio tracker which dynamically adds time to a portfolio enabling tracking of profit performance by day, week, and month. (Portfolio Management) http://www.profitspi.com/