- eWebPortfolio - http://www.eWebPortfolio.com/
Fully functional portfolio management and accounting system that runs on the Web.
- My Savings Bonds - http://www.mysavingsbonds.com
Windows based software package for maintaining savings bonds portfolios. Calculates the exact value of your savings bonds for up to 6 months at a time.
- ESQuotes - http://www.esquotes.com
Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
- Beiley Software Fund Manager - http://www.beiley.com/
Portfolio management application for the individual investor. Track and analyze stocks, mutual funds, and other investments with easy to use graphs and reports.
- DataCow Technologies - http://www.datacow.com/
Stock and mutual fund portfolio manager provides complete market information, technical indicators and forecast of indexes, stocks and mutual funds.
- DTLink Software - http://www.dtlink.com/
Personal Stock Monitor software for individual investors, helps track and manage your portfolio by providing automatic quote downloads over the Internet, flexible alerts, and links to news and charts.
- Quotes Station - http://www.aadsoft.com/quotes/intro.htm
Adware stock quotes and portfolio manager software.
- Captool Investment Software - http://www.captools.com/
Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
- DRIP Wizard - http://www.dripwizard.com
Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
- GainsKeeper - http://www.gainskeeper.com/
Capital gains tax and schedule d automated by a portfolio tracker that adjusts cost basis for mergers, splits, spin-offs, wash sales and increases after-tax returns.
- Investment Spy - http://www.investmentspy.com/
Investor's toolkit for portfolio stock management, up-to-the minute research, hot stock picks, plus Adriane Berg's Insider's Guide to Investing. Download free demo.
- Techfi - Portfolio 2000 - http://www.techfi.com
A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
- Margin Account Calculator - http://www.users.globalnet.co.uk/~ibrant/index.htm
Tracks your futures trades. Free demo requires Excel.
- Traders Edge - http://www.tradersedge.com
Canadian Investment Software. This program manages stock market investment.
- Stock Manager - http://tinystocks.com
Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
- QUANTIX Software Inc - http://www.quantixsoftware.com
Investment portfolio software for tracking of stocks, bonds, funds.
- AnalytX, Inc. - http://www.analytx.com
Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
- Advisormart.com - http://www.advisormart.com
Online portfolio management for investment advisors, brokers, and financial planners.
- Advanced Information Management - http://www.aim-sw.net/
Adaptive data mining and risk management solutions for the analysis and prediction of financial markets. Software, consulting, and seminars.
- Efficient Solutions Inc. - http://www.effisols.com
Portfolio optimization software for investment professionals and sophisticated personal investors.
- Radix Research Ltd - http://www.radixresearch.com
Investment software for multi-currency portfolio management and technical analysis. Designed for experienced investors.
- Quotes-Station Freeware - http://www.quotes-station.com
Software to track and manage investment online. Build your own personal multi screen browser.
- The Investor Source - http://www.caduceusenterprises.com/The_Investor_ource_-__Download/the_investor_ource_-__download.html
Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil.
- StatementOne.com - http://www.statementone.com
Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients.
- ClaroLogic - http://www.clarologic.com/
Personal and enterprise level portfolio and fund management systems.
- Amateur Invest - http://www.amateur-invest.com
A secure, investment and portfolio manager. Monitor historic data of specific companies and stocks, and manage your stock portfolio in terms of profits and losses. Get prices / quotes via the internet in realtime and for free.
- Zunna, Inc. - http://www.zunna.com/
Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
- Portfolio Director Software - http://www.portfoliodirector.com/
Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available.
- TradeLog - http://www.armencomp.com/tradelog
Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
- Compuware, India - http://www.compuwareonline.com/software/investment.asp
A comprehensive package for portfolios management and accounting.
- FinancialCad - http://www.fincad.com
Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
- InvestAhead - http://www.investahead.co.uk/
Wealth management software for IFAs and other finance professionals.
- Investors Source - http://www.investorssource.com/
Financial planning and portfolio management, web calculators and contact management.
- BasketFunds - http://www.basketfunds.com/
Mutual and stock portfolio management services. Product and services information provided.
- QED Information Systems, Inc. - http://www.qedinfo.com
Information Systems, Inc. is a leading provider of portfolio management and accounting software for institutional investors.
- Pertrac 2000 - http://www.pertrac2000.com
Pertrac is a powerful suite of investment tools for financial professionals.
- TradePerformance - http://www.TradePerformance.com/
Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting.
- Gravity Investments - http://www.gravityinvestments.com/
Portfolio management software creates and presents balanced portfolios. 3-D model portfolios maximize diversification and create custom efficient portfolios using new portfolio theory. Sophisticated investors use it for sales and marketing, asset allocation and risk management.
- Leading Market Technologies - http://www.lmt-expo.com
Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system.
- Advisors Assistant - http://www.climark.com
Client Relationship Management Software designed for registered reps and financial planners, tracks clients, prospects, investments, insurance, annuities, calendar, contact notes, and investment rates of return.
- Milvus Software Limited - http://www.milvussoftware.com/
Offers wealth management software that manages the assets of high net worth individuals, and provides for the administration and control of client's trading activities and the need for tax efficient vehicles.
- Incom - http://www.incom.com.au
Incom provides wealth management software and systems for personal and business investors.
- Custom Design Software - http://www.real-estate-investor-online.com/
Real estate property analysis software for real estate investors.
- QCharter Portfolio Charting Program - http://members.cox.net/nedblake/
Windows-compatible DOS program that provides tracking and charting of portfolios of stocks and funds. Recognizes common Internet quote service formats.
- RiskData Portfolio Solutions - http://www.riskdata.com
Real-Time desktop portfolio risk simulation and measurement solution. Monte-Carlo based risk attribution, VaR, optimization and tracking, coherent with more than 10000 risk factors correlations.
- Portfolio MCS - http://www.portfolioriskanalysis.com
Software for portfolio risk analysis using Monte Carlo simulation for systematic traders and investors using Tradestation. Generate probability curves of risk and return.
- Dynamic Software Design - http://dynamic-software-design.com/
Software package designed to organize all of your digital currency needs. Manage E-currency accounts with Portfolio Manager.
- Bytelogics Inc - http://www.bytelogics.com/
New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.
- Real Decisions - http://www.realdecisions.co.uk
Real Decision's real estate software: Smart-RE geared for the corporate real estate professional. Analyze and forecast using key performance measures.
- Efficient Portfolios - http://www.effport.com
A web-based solution that provides financial planners and investment professionals with the ability to apply modern portfolio theory, Monte Carlo simulation, risk assessment, and performance backtesting to the selection, evaluation, and optimization of their clients' portfolios.
- PMSA Inc. - http://www.pmsa-inc.com
Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations.
- Asset Allocation Analyst - http://www.assetallocationanalyst.com
The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
- Advisor Software Inc. - http://www.advisorsoftware.com
ASI is a provider of Wealth Management Software to the financial services industry focusing on providing tools for advisors to delivery advice and sell investments.
- prommise - http://www.prommise.com
PRoMMiSe software performs management and analysis requirements of mortgage portfolios, as well as prepare parties for securitisation of part of their portfolios.
- Risk Infotech Solutions - http://www.riskinfotech.com
Develops risk management software products including country specific multi-factor equity risk model for India.
- SunGard Online Investment Systems - http://www.online.sungard.com
Integrated wealth management and front-office financial solutions for banks, brokerage and insurance. Solutions for CRM, portfolio management, online trading, performance measurement, financial planning, asset allocation, compliance and suitability.
- Cainsoft, Inc. - http://www.cainsoft.com
Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
- Excelquant - http://www.excelquant.com
Develops, and sells online, investment software for Microsoft Excel. Offers consulting services for custom developed solutions.
- Architect of your eFuture - http://www.fin-it.com
Consulting and development company servicing the financial services industry.
- FinLab - http://www.finlab.ch
PackHedge is a global fund data-management system for fund research & analysis.
- Integrated Decision Systems - http://www.idsnet.com
The IDS Suite of products are in production world-wide at top-tier banks, brokerage firms, separately managed account and wealth management advisors, securities lending environments, and prime brokerages.
- Equitrend - http://www.Equitrend.com
Offers money management system with daily updates and monthly newsletter.
- Investor Coach - http://www.investcoach.com/
Offer online portfolio management tool for stock investment.
- Steady Trading - http://www.steadytrading.com
Offers decision-making support software designed for portfolio management.
- A Penny Saved - http://www.apennysaved.com
Offers automated online trading tools.
- DynaPorte - http://www.dynaporte.com
Dynamic asset allocation system helps you to discover the important macroeconomic and market factors that influence investment performance and adapt the asset allocation accordingly.
- PortfolioScience - http://www.portfolioscience.com/
Provides portfolio risk analysis for individual investors.
- EM Applications - http://www.emapplications.com
EM Applications provides an advanced factor model and tools for portfolio risk management.
- Profitspi - http://www.profitspi.com/
Browser based portfolio tracker which dynamically adds time to a portfolio enabling tracking of profit performance by day, week, and month.
- Advanced Portfolio Technologies - http://www.apt.com/
APT offers statistical risk models and analytics. Integrated, multi-factor risk models include currency, country, sector and style factors as well as yield curve, fundamental, economic and user-defined factors. Available for 200,000 equities, bonds, currencies, funds, futures, and options.
- Personal ASX Portfolio Manager - http://www.xu8.net/
PASXM is a simple portfolio manager for all your ASX securities with advanced reporting functionality providing cost effective portfolio management.
- NorthStar Wealth Management Software - http://www.northstar.com
NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
- InvestorDynamo - http://www.investordynamo.com
Outlook-based application that allows hedge funds to maintain client information in a centralized repository and send personalized investor correspondence.
- Investment Data Technologies - http://www.idt-world.com
Financial planning software, insurance and managed investment data for dealer groups and advisors in Australia and New Zealand.
- PowerBroker Asset Management Software - http://www.powerbrokertools.com
Software for financial professionals, cpa's and attorneys. Components include performance measurement, reporting with graphical enhancements, compliance reporting and tools for quick entry of historical performance information.
- Portfolio Style Analysis - http://www.styleanalysis.com/
Portfolio style analysis, asset allocation, risk management software and consulting services.
- Stock Analyzer - http://www.stock-analyzer.com
Stock Analyzer software is an investment record keeping system with performance measurement.
- ProSight - http://www.prosight.com/
Offers portfolio management software, including company information, press, support, partners and forum.
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