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Simply Data
Amateur Invest. - Invest like a Pro... Let no internet site know your private economy. - Keep your investments private! Manage all your personal finances in one program. Features include: - Portfolio/Investment Manager - Securities: stocks, bonds, mutual funds - Free current prices via the internet - Historic prices - Scrolling Stock Ticker - Investment Advisor - Technical Analysis - Stock/Company data - Full Bank section including budgetting - Graphs, reports and much more! Amateur Invest is a program, that is made to be easy to use. In it, you can enter bank accounts and transactions, for the purpose of tracking your bank statements and the interest rates the bank give you. You can also enter company data, prices/quotes and other information about companies, for the purpose of tracking historic data, and finding out which securities to invest in. Finally you can enter your own portfolio, for the purpose of tracking profit and loss. The program contains more than 100 companies and 3 yr. stock prices, from many countries from the start. You can add an unlimited number yourself. The prices / quotes needed for tracking the performance of securities, as well as the performance of your portfolio, can be downloaded automatically via the internet - almost realtime - and for FREE! - Stock quote ticker can be shown on screen. Also you get an investment advisor, and you can set up, and monitor many kinds of alarms. And do Technical analysis. All this you get with Amateur Invest. Plus you can view the above as well as much more information represented in charts & graphics on the screen and reports on the screen or on paper printout. Amateur Invest is not a complex or fancy program, that can do 1 thing in a 1000 ways - it is kept simple, so that you easily can get started and easily can keep track of your investments. Enhance your winning potential, with Amateur Invest!
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Portfolio Management Software
Fund Manager is a full featured portfolio management application. Fund Manager is 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. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price and transaction updates from the internet. Fund Manager makes tax time a breeze, and offers many graphing and reporting options that allow investors to conveniently get an insight into how well their investments are performing.
The Advisor version is for financial advisors, representatives, or broker/dealers (anyone managing money for clients)
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OLSOFT
Powerful technical analysis and data downloading software for Microsoft Excel. AnalyzerXL Package includes the following products: AnalyzerXL, DownloaderXL, BulkquotesXL, RTQuotesXL, OptionsXL and PortfolioXL.
AnalyzerXL is a library of 146+ technical analysis functions, indicators and experts. You can automatically build charts for functions with numeric outputs, create and manage macros. Wizard greatly simplifies the procedure of calculation and improves the speed of building trading systems. AnalyzerXL’s integration with Excel provides broad opportunities.
DownloaderXL downloads free historical stock, index and mutual fund data into Microsoft Excel spreadsheets from Yahoo Finance. Historical data goes back at least 15 years and is available for exchanges of USA, Canada, UK, Germany, France, Italy, Australia, New Zealand, India and more countries. DownloaderXL easily builds charts.
BulkquotesXL downloads free historical end-of-day data for stocks, indexes and mutual funds from Yahoo Finance and free historical end-of-day data for financial futures, commodity futures and indexes from Pifin. It enables you to quickly construct and manage powerful, multi-tickered analytical projects. You can choose several templates to download data and export it to the world-known formats, build charts and execute your own macros. Technical analysis functions can be automatically calculated.
RTQuotesXL downloads free 15-minutes delayed and fee-based real-time quotes for stocks, indexes, options, mutual funds and other securities from Yahoo Finance. Data is available for more than 50 markets worldwide. RTQuotesXL can be used for real-time charting, real-time technical analysis and monitoring current market situation.
OptionsXL is an option chains and LEAPS series downloader for Microsoft Excel.
PortfolioXL is a portfolio tracking add-in for Microsoft Excel.
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Modern Investment Technologies Ltd.
SmartFolio is a state-of-the-art asset management software for investment professionals and private investors. It contains advanced portfolio optimization and risk management techniques, based on the latest achievements in portfolio theory. The software combines highly advanced and innovative analytics with a user-friendly, intuitive interface, perfectly suited to any level of expertise and experience.
Most of the mathematical algorithms utilized by SmartFolio have only emerged in the last few years. Many are therefore not to be found in other commercial products. SmartFolio will help you solve a variety of practical tasks including:
- Advanced Portfolio Optimization
- Asset Performance Ranking
- Risk-Reward Analysis and Efficient Frontier
- Portfolio Risks Analysis (VaR and CVaR)
- Target Shortfall Probabilities Analysis
- Minimization of Transaction Costs
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OLSOFT
All-in-one technical analysis solution for Microsoft Excel. TraderXL Package includes the following products: AnalyzerXL, DownloaderXL, BulkquotesXL, RTQuotesXL, OptionsXL, PortfolioXL, BacktestingXL, PredictorXL and ClassifierXL.
AnalyzerXL is a library of 146+ technical analysis functions, indicators and experts. You can automatically build charts for functions with numeric outputs, create and manage macros. Wizard greatly simplifies the procedure of calculation and improves the speed of building trading systems.
DownloaderXL downloads free historical stock, index and mutual fund data into Microsoft Excel spreadsheets from Yahoo Finance. Historical data goes back at least 15 years and is available for exchanges of USA, Canada, UK, Germany, France, Italy, Australia, New Zealand and more countries. DownloaderXL easily builds charts.
BulkquotesXL downloads free historical end-of-day data for stocks, indexes and mutual funds from Yahoo Finance and free historical end-of-day data for financial futures, commodity futures and indexes from Pifin. It enables you to quickly construct and manage powerful, multi-tickered analytical projects. You can choose several templates to download data and export it to the world-known formats, build charts and execute your own macros. Technical analysis functions can be automatically calculated.
RTQuotesXL downloads free 15-minutes delayed and fee-based real-time quotes for stocks, indexes, options, mutual funds and other securities from Yahoo Finance. RTQuotesXL can be used for real-time charting, real-time technical analysis and monitoring current market situation.
OptionsXL is an option chains and LEAPS series downloader.
PortfolioXL is a portfolio tracking add-in.
BacktestingXL enables you to test and evaluate end-of-day trading strategies using historical data.
PredictorXL is a neural network forecasting add-in.
ClassifierXL is a neural network add-in for classifying data in Microsoft Excel.
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