Portfolio Manager

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ProjectTrack Express! 2007.4.4

ProjectTrack Express! 2007.4.4

iLore

Planning is the beginning. ProjectTrack Express! is an all-inclusive program that will help you execute your plan.

Designed by and for project managers, ProjectTrack is a powerfully integrated management tool which keeps ALL information related to a project in one place.

* Keep track of the DETAILS: Tasks, Action Items, Issues, Milestones, People, and more without spreadsheets or other external programs.
* Centralize all your project DOCUMENTATION. Link, store, filter, open and send documents from ProjectTrack.
* Easily COMMUNICATE with clients, sponsors and your team, without switching applications.
* Maintain a project JOURNAL, so nothing is left to memory.
* Do you work with MULTIPLE CLIENTS? MULTIPLE PROJECTS? ProjectTrack can handle it.
* START the day with ProjectTrack TODAY. It will show you of the status of your projects and what needs to get done.
* Create and share REPORTS in your favorite format (PDF(r), MS Word(r), MS Excel(r), HTML, Text or JPG.)
* FILTER information, by creating data filters in plain English, so you can look at what`s important to you.
* SPELL-CHECK (in more than 20 languages) what you write, while you write it, and use the included THESAURUS to find the perfect word.
* Email your contacts directly from ProjectTrack. You can even create your own email templates.
* CONFIGURE ProjectTrack to meet your needs and the way you like to work.
* Work using a familiar and intuitive USER INTERFACE.

ProjectTrack Express! allows you to record, maintain and share all your project information from a single location.

ProjectTrack Express! is an entry level, single-user application. If ProjectTrack Express! is too simple for you, try the Personal Edition. If you work in a multi-user environment, try the Collaborative Edition.


Portfolio Manager 1.21

Portfolio Manager 1.21

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.

 

PortfolioTK 1.10

Piatek Software

PortfolioTK is a stock portfolio manager that provides both accurate quantitative statistics and advanced charting. It includes overall portfolio equity curve performance with risk analysis, trade log entry supporting partial position matching of both long and short trades, and a charting database with over 35+ technical indicators. Not only that but you can use PortfolioTK`s reporting features to see how your portfolio has been performing against the major benchmark indices.

Personal Portfolio Manager 7.0.9

Personal Portfolio Manager 7.0.9

OWL Software

The OWL Personal Portfolio Manager (PPM) was rated the best portfolio management software by the Financial Times (London) and Securities Research Company Ltd (New Zealand). This powerful, yet easy to use, portfolio management and technical analysis system is used by individual investors and money managers on five continents. Completely redesigned, PPM is now even more powerful but just as easy to use.
PPM eliminates the drudgery of investment record keeping by maintaining records of stock, bond and mutual fund transactions and automatically computing capital gains and losses using your choice of IRS approved accounting methods. PPM also tracks cash accounts, other assets and liabilities along with investment income from interest, dividends, rents, royalties, etc.
PPM helps you manage investments by maintaining seperate accounting for up to 999 different portfolios. It is easy to set up portfolios for retirement planning, children`s college funds, brokerage accounts, what-if analysis and much more. The report generator lets you customize each report to include any combination of portfolios over any range of dates.
PPM keeps you informed on the performance of both individual investments and entire portfolios. It automatically computes both the dollar value and annualized yield of unrealized capital gains, so you can quickly tell the winners from the loosers. And PPM tracks and charts the net worth of your portfolios, so you will always know if you are meeting your investment objectives.
PPM helps you analyze investments and potential investments with powerful technical analysis charts. Charts include: price/volume, moving averages, trend analysis, relative strength, on-balance volume, Wilder`s RSI, stochastics, correlation analysis and asset allocation.
Version 7 includes built-in capabilities for downloading current and historic stock quotes from free internet data services. All you need is an internet connection.

 

World Stock Charts 2.0.6

Qwill Ltd

World Stock Charts is a complete solution for Charting and Tracking Stocks, Funds and Indices with over 50 Forms of Technical Analysis built into it. Using data freely available on the internet World Stock Charts can function with 49 Exchanges from 27 Countries. World Stock Charts comes with Unlimited watchlists and a comprehensive Accounts Manager allowing for an unlimited number of portfolios to be created with the ability to track both long or short positions. The Charting area is able to display over 50 different indicators with the added ability to add an Index`s to a chart. No End of Day or Intraday data source is needed. Fully features drawing tools including Fibonacci retracements.World Stock Charts is FREE to buy and FREE to use.