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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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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.
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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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