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Merops
Stock exchange software for the management of portfolios.
Ergonomic and complete, it allows you to follow your investments in all simplicity.
Feed automatically by quotations, it thus avoids monotonous manual updating daily and shows you at any given moment the real state of your portfolios. Merops was created just as well for individuals as it was for asset managers and other professionals.
Stock exchange intraday feed differed by 15 min
Stock exchange historical feed from 5 years
Multi-portfolios / Families of portfolios
Estimated valuations, by period
Events journal, variation on a period
Performances table, transactions sold table
Risk Management
Multiple currencies
Paris stock exchange
Indexes
Import quotes file
Quotes by email, alerts by email /sounds / visuals
Automatic tasks and reminders
Historical transactions,
Management of cash, contributions / withdrawals, payments, ...
Dividends, allocation, division of nominal, subscription rights, ...
Graphics by security, valuation, currency, market, sector, profits, loss
Printing of portfolios
Synthesis of dividends, synthesis by security
More than 100 columns (sell price, break even point, stop loss, objective, ...)
More than 20 indicators of technical analysis (Bollinger, RSI, MACD, ...)
Securities to watch, orders awaiting execution, index comparison
Export, import
Real evaluations
Post-it, attachments, marker RSS feed reader, patrimony, ...
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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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Greg Driver
Portfolio Manager is a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal effort and time you can keep track of which stocks you have bought and sold, along with any associated dividends.
The simple, intuitive design makes Portfolio Manager easy and straight forward to use. Within seconds of loading the application you know exactly how your portfolio is performing. Multiple purchases / sales of a single stock are displayed as both a consolidated or grouped transaction as well as separate transactions to give you a clear indication of how your stock is performing.
The open trades list gives you details of all stocks that you currently hold on a single screen, such as the days change, last price, quantity you hold, price you paid, cost, profit, percentage profit, annual profit etc. The history list includes all the stocks you held for the specified financial year, giving you slightly different information such as buy/sell price, brokerage, dividends, profit etc. Both these lists are completely configurable to display only the columns that you require.
Statistics are also collected for both of these lists to give you an instant indication of how your open trades are performing as well as your closed, giving you the knowledge of exactly how your portfolio has performed over the financial year.
Keeping up to date records of what you’ve bought, sold and how long you held the trade for is vital for trading success. As many of you may already know, tax time can be a nightmare. Portfolio Manager simplifies this process with the use of a report, containing all the required information for your accountant. This not only cuts down your time spent, but also the accountants, saving you money.
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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.
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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 Professional version includes technical analysis, wash sale support, and real time quotes. The technical analysis includes 19 of the most commonly used indicators.
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