Category Index: Software

   Portfolio Tracking and Technical Analysis

Many software packages are available that support basic personal finance and investment uses, such as managing a checkbook, tracking expenses, and following the value of a portfolio. Using a package can be handy for tracking transactions in mutual funds and stocks, especially for active traders at tax time. Many packages support various forms of technical analysis by drawing charts using historical data, applying various T/A decision rules, etc. Those packages usually include a large amount of historical data, with many provisions for fetching current data via the 'net.

With the advent of online banking, many banks are offering software at no charge, so be sure to ask locally.

This page lists a few resources that will help you find a package to meet your needs.

Amateur Invest

Rene Michael offers Amateur Invest, a program for a Windows PC that lets you manage your own investments and track the value of your portfolio. Free to download and use; paying $50 unlocks additional features.
http://www.amateur-invest.com

Fund Manager

Beiley Software offers Fund Manager, a portfolio-management application designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Personal version is just $59.
http://www.fundmanagersoftware.com/

Go Gecko

MX-Technologies offers Go Gecko Stock Market Investment Software, a package for stock market and portfolio management.
http://www.gogecko.info/

GreenTrak

GreenTrak Inc. gathers and consolidates all of a client's brokerage account information and processes it into a monthly or quarterly report which tracks performance, fees, and transactions throughout the year.
http://www.greentrak.com/

Hamilton Software

Hamilton Software has specialized in developing investment software since 1984 and offers a full line of tools for a variety of needs, including portfolio management, retirement planning, and performance measurement.
http://www.hamiltonsoftware.com/

Hugh Chou's calculators

Hugh Chou offers many mortgage and financial calculators, all for free.
http://www.interest.com/hugh/calc/

Investor/RT

Investor/RT is an advanced charting, real-time monitoring, portfolio management, and trading system software package. To take the Investor/RT tour, or download the complete package, please go to:
http://www.linnsoft.com

InvestorSoftware.com

A distributor of investment and financial software and books, including internet trading solutions and much, much more.
http://www.investorsoftware.com

Robert Lum's calculators

Robert Lum offers applets that will do on-line calculation of commissions, loans, options, taxes, etc.
http://www.intrepid.com/~robertl/index.html

Market Analysis System

The Market Analysis System (MAS) is a fee, open-source software application that provides tools for analysis of financial markets using technical analysis. MAS provides facilities for stock charting and futures charting, including price, volume, and a wide range of technical analysis indicators. Available for Intel machines running Linux or Windows.
http://eiffel-mas.sourceforge.net

Master Investor 2000

Master Investor 2000 (MI) is a comprehensive portfolio management and technical analysis program for individual investors, financial advisors and money managers. MI includes comprehensive portfolio management for up to 1000 portfolios of stocks, bonds, options, mutual funds, cash accounts, other assets and liabilities. MI's 30+ reports provide complete tracking of security transactions, capital gains, unrealized gains, interest, dividends, reinvestments, net worth, asset allocation, etc. Replaces the old OWL Personal Portfolio Manager program. Requires Windows.
http://www.owlsoftware.com/mi2k.htm

Modern Speculator

DDsoft offers low-cost and shareware programs for computing aspects of derivatives, options, warrants, futures, bonds, etc. Programs include Modern Speculator Junior, Modern Speculator Pro, Option Speculator, Bond Manager, and many specialized derivative programs.
http://members.aol.com/ddsoft/

$MoneyMaximizer

Management and portfolio accounting software. People may tell you what and when to buy. But who tells you how much? Let MoneyMaximizer's exclusive risk-based analysis help you invest like a pro. Includes 15 day free trial download.
http://www.moneymaximizer.com

NAV, WinNav

Winnav is a 32-bit Windows shareware program for mutual fund performance analysis, which displays and prints graphs of weekly mutual fund price changes, analyzes volatility and reward/risk, compares performance of funds over various time periods, and calculates five types of moving averages and buy&sell signals. Winnav comes with data on over 370 US mutual funds and indexes, and can also analyze data that you supply. Data is updated weekly.
http://www.winnav.com,

NeoTicker EOD and NeoTicker

NeoTicker EOD is an intraday quote and end-of-day data charting program useful for beginners learning technical analysis. Comprehensive programming support and compatible with many file formats. Price is $30. NeoTicker is a high-end real-time trading platform that supports many data feed and file format. It is suitable for real time traders. Price is $650.
http://www.tickquest.com

Option Money

Option Money is a comprehensive portfolio management and tracking system for stocks, options and mutual funds. Option Money allows both novice and sophisticated investors to manager their portfolio positions, create stock and option strategies, analyze portfolio risk, determine short and long term gain/loss, compile numerous useful reports and generate a year-end schedule-D IRS tax report.
http://www.optionmoney.com

Personal Stock Monitor (PSM)

PSM leverages the resources of the Internet to retrieve updated prices for your stocks, mutual funds, options, and other securities. But it also goes beyond basic tracking and alerts to provide such features as multiple symbol categories to organize your portfolio, dynamic graphs based on historical data, and a scrolling ticker bar to keep you informed at all times.
http://www.personalstockmonitor.com

Personal Stock Streamer

Personal Stock Streamer is an advanced tool for the individual investor that includes real time streaming quotes for all US markets, multiple realtime streaming charts with technical analysis indicators, a complete transaction register, a complete portfolio manager that recalculates the value of your holdings in realtime, ability to send alerts to pager or email based on conditions you set, currency converter relative to any currency you specify; capital gains, asset allocation and transaction reports; data exchange with Quicken(tm), Microsoft Money(tm) and Metastock(tm); drag and drop of live updating tickers into Microsoft Excel(tm); user-defined asset classes; drag and drop Internet bookmarks; and a plug-in software development kit for third-party add-ons.
http://www.personalstockstreamer.com

PFROI / Captool

Captool portfolio management software is an investment record keeping, performance measurement and portfolio management reporting tool designed for professional money managers, for sophisticated individual investors, and for others entrusted with managing investment assets. PFROI is shareware. There are multiple DOS versions of Captool. The base version is $149. The base version of the Windows release is $249. A 20% discount for AAII members is available.
http://www.captools.com

Portfolio 123

Portfolio123 offers state of the art Quantitative Trading Systems. Choose from our trading systems or create your own. Portfolio123 enables you to manage a large, diversified portfolio of stocks, without constant monitoring and research of your positions. Currently free, but will require a monthly fee eventually.
http://www.portfolio123.com

Portfolio Optimization Software

Two affordable Mean Variance Optimizers to compute the Efficent Frontier: VisualMvo (single period) and MvoPlus (multi-period with rebalancing). Detailed User Manual/Tutorial. Free 30-day trial.
http://www.effisols.com

Quicken

Manages budget, checkbook, and tracks portfolio; generates graphs and tables that reflect changes in the portfolio.
http://www.quicken.com

QuotesNow

QuotesNow collects data from free/paid quote providers on the Internet and displays quotes, charts, etc.
http://www.quotesnow.com

Retirement Planner 2001

Retirement planning software that helps you develop a personal savings strategy that's right for you.
http://www.torrid-tech.com/retire2/

Savings Bond Tracker

The Savings Bond Tracker is a service designed for holders of US Savings Bonds. This web site allows uses to organize and calculate the current values of their bonds. Members can organize their bonds into portfolios, and calculate the current value, interest earned, yield to date, current interest rate, maturity date, and more for about $3/month.
http://www.savingsbondtracker.com

Softinvestor

Softinvestor is a technical stock analysis software supporting more than 5,000 stocks and indices world-wide with end-of-the-day quotes from Yahoo! Finance. Softinvestor contains 12 different technical indicators all giving exact buy and sell signals for your optimal trade timing - and includes backtesting capabillities, for finding the best historical performing indicators and their parameters. For Windows, about $100/year. Trial version available.
http://www.softinvestor.com/

SpeedResearch Market Browser

The SpeedResearch Browser is a special web browser with a powerhouse collection of active stock data links and research browsing wizards that will save you hours researching your stocks online. Build multiple portfolios linked to hundreds of web sites or directly to charts, after-hours data, real-time quotes, msg boards, news, financials and more.
http://www.speedresearch.com/stockwatch

Spinnaker Alerts

This add-in for Microsoft Excel provides color coding, pop-up messaging, sound, paging and logging of critical values as they change as a result of a query refresh or DDE (direct feed) link.
http://www.spinnaker.org

Stator Advanced Finance Management

This portfolio management software was designed by investors for investors. Stator provides you with a personalised portfolio management solution.
http://www.stator-afm.com/

Stock Market Eye

This investment tracking tool helps you keep an eye on your investments and the stock market. Track the performance of your 401(k) and other investments with portfolios. Keep your eye on the market with watchlists. Find ticker symbols with the built-in symbol search. Get free quotes, updated automatically or on-demand. Access stocks, mutual funds, ETFs, indexes or currency pairs from most major world exchanges. Free, fully functional 30-day trial; US$24.95 to buy.
http://www.stockmarketeye.com

Stock Market Mirror

Find profitable investment chances with this stock market analysis program.
http://www.geocities.com/stefanveres/StockMarketMirror.html

Stock Wiz Pro 98

Assists investors with identifying companies in which to invest.
http://www.stockwiz.com

TeleScan Investor's Platform (TIP)

Historical quotes, including market scanning and fundamental data for all North American listed stocks.
http://www.telescan.com

Tools For Money

Real World Personal Financial Software. Pro & Consumer Software: Investment (free mutual fund picks), family budgeting, retirement planning, asset allocation/model portfolios, college funding, IPS, real estate, life insurance, seminar, freebies, tips, tutorials, financial calculators.
http://toolsformoney.com

Turbo Tax

Turbo Tax is a tax-preparation web site that also includes tax information on 401(k) plans, gifts, SEP, pensions, annuities, IRAs, Social Security, wills, trusts, and much more.
http://turbotax.intuit.com/

TradeLogic

TradeLogic is a stock market trading/investing program suite. Features include automatic internet retrieval of stock quotes, news headlines and news stories from free and subscription services, etc.
http://www.tradelogic.com

Valuesoft Investment Software

Stock market software based on the ideas of Warren Buffett for finding value companies that will make money year after year. Works within Excel.
http://www.sherlockinvesting.com

Simply Track

Vbs Solutions, Inc. offers SimplyTrack, software to track trades and generate Schedule D forms, including calculation of wash sales. Limited use is free, full version is $50.
http://www.vbssol.com/

Wash Sale Schedule D Generator

Wash Sale Schedule D Generator program (WSSDG) provides an easy and fast way for determining Long Term or Short Term Capital Gains and Losses and WASH SALES from sales of stocks and mutual funds during any tax years.
http://www.washsales.com

Wholematrix

Take control of the Web! Let Wholematrix create analyzable databases out of information you have clipped from your favorite financial web sites. Wholematrix can also help you access charts and information from financial web sites, often eliminating their advertising and hype.
http://www.wholematrix.com

XLChartPro

Produce Point and Figure Charts in Excel using your data from MetastockTM, EzychartsTM or CSV (text) format. The company develops and markets Excel add-ins for the investment community.
http://www.xlchartpro.iinet.net.au/

BobsGuide.com is an online showcase for technologies and services in the banking and finance industry. The target users are primarily those in the banking and finance community responsible for purchasing software and hardware technology.

http://www.bobsguide.com/

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