Portfolio Software

MALINA Portfolio is a compact, nicely organized cute color tool for creating and maintaining your winning personal investment portfolio using any Palm-OS handheld, with possibility of almost real-time updating stock prices through the Internet. MALINA Portfolio has all necessary features to track stocks, keep records, easy update quotes and watch indexes. MALINA Portfolio is intended for any handheld with Palm OS 2.0 and later. Unlike other han..

The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations.

With FXWitz Flash Photo Portfolio you can make, publish online, update your multimedia portfolio with the images of new works every time you desire at zero cost independently all in Flash with a few click. From today you can: have yours work online, take advantage from the new communication technologies, eliminate the costs for Web-master or Web-designer. FXWitz Multimedia Portfolio is thought for you: quality design, advanced technologies, eas..

This program is a version of a form that will assist you in tracking the fundamentals of your stock portfolio. It will run under Win 95, 98, Me, NT4, XP,& 2000. This program shows in one table the majority of fundamental information you can obtain from the Wall Street Journal, Investors Business Daily and online sources so that you can keep an accurate weekly record of a given stocks performance.

Dynamic portfolio rotation trading system backtesting. Matrix calculations of a list of securities over a date range allow for stock rotation through a portfolio, and a new category of "Market Breadth" indicators. 55 technical indicators are included (and more in the works), as well as a large number of mathematical functions, all of which can be combined to create specific trading rules and screening criteria.

OTrader 4.1 is a streamlined, easy-to-use portfolio management tool for stock, option, warrant, future and CFD traders. The new features in OTrader 4.1 allow you go way beyond your standard excel spread sheets by giving you advanced reporting and trade analysis.

Apply the Markowitz Theory and Capital Asset Pricing Model (CAPM) to analyze and construct the optimal portfolio with/without asset weight constraints with respect to Markowitz Theory by giving the risk, return or investors utility function; or with respect to CAPM by given the risk, return or Market Portfolio weighting. Also includes Performance Evaluation, interpolation procedures, analysis of Efficient Frontier, Market Portfolio and CML.

The Portfolio Optimization model calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The unique design of the model enables it to be applied to either financial instrument or business portfolios. The ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions.

Program Description: This program is a compendium of 8 personal finance type programs. They include: annuity/pension payout,auto loan calculators, financial statement, growing money, retirement investment required, saving/pension growth, portfolio evaluator, portfolio fundamentals.