Mutual Fund Record Keeping system for home use. Please read the README file. The procedure for using this system would be to enter x number of items through the "mutfdent" program. Then run "mutfdsrt" to sort the items. Then run "mutfdscr" to look at what you have done on the screen. Errors can be fixed using the "mutfdmat" or the "mutualfx" program. Personally I use "mutfdmat" to fix my errors. etc.

• License: Shareware
• Language: English
• Release: 2006-02-25
• Size: 73 Kb
• Cost: 5.00 $

This online course shows you how to build a long term sector fund rotation model using Microsoft Excel. Microsoft's Visual Basic (VBA) language is used with Excel's user interface, formulas, and calculation capabilities to deliver a powerful and flexible investment tool. The Model is based on the classic market economist's Sector Rotation Model, providing several crucial improvements that eliminate the guesswork in timing fund switches.

• License: Commercial
• Language: English
• Release: 2004-12-01
• Size: 195 Kb
• Cost: 79.95 $

Powerful financial portfolio management application to monitor and analyze performance of investments. Easily monitor worldwide market indices, multiple portfolios, updated automatically. Configurable ticker display. Wizard option simplifies data input. Retrieve selected quotes for favorite stocks in realtime. Link to news, charts, personal online trading accounts. Integration with Notepager software. An ideal way to keep track of investments.

• License: Shareware
• Language: English
• Release: 2006-01-19
• Size: 1 Mb
• Cost: 34.95 $

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 single push button price and transaction updates from the internet.

• License: Shareware
• Language: English
• Release: 2006-10-24
• Size: 1 Mb
• Cost: 69.00 $

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 single push button price and transaction updates from the internet.

• License: Shareware
• Language: English
• Release: 2006-10-24
• Size: 1 Mb
• Cost: 295.00 $

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 single push button price and transaction updates from the internet.

• License: Shareware
• Language: English
• Release: 2006-10-24
• Size: 2 Mb
• Cost: 895.00 $

Stock quotes downloading software for Microsoft Excel. You can automatically build charts, create macros. It downloads free historical end-of-day stocks, indexes and mutual funds data, 15-minutes delayed and real time quotes for stocks, options, indexes, futures and other securities for more than 50 markets worldwide. DownloaderXL package includes the following products: DownloaderXL, RTQuotesXL, OptionsXL and PortfolioXL.

• License: Shareware
• Language: English
• Release: 2006-04-20
• Size: 3 Mb
• Cost: 49.95 $

Technical analysis and stock quotes downloading software for Microsoft Excel. It is a library of 146+ technical analysis functions, indicators and experts. You can automatically build charts, create macros. It downloads free historical end-of-day stocks, indexes, mutual funds and futures data, 15-minutes delayed and real time quotes for stocks, options, indexes, futures and other securities for more than 50 markets worldwide.

• License: Shareware
• Language: English
• Release: 2006-04-20
• Size: 4 Mb
• Cost: 99.95 $

Stock Quotes Pro is a software utility that instantly downloads end-of-day historical quotes of stocks, indices and mutual funds publicly traded in US, Canada and international markets. It produces quotes output in a customizable ASCII format which makes historical stock quotes data compatible with most spreadsheet, charting and technical analysis software packages like MetaStock, SuperCharts, Omega TradeStation, Microsoft Excel and others.

• License: Shareware
• Language: English
• Release: 2003-09-12
• Size: 446 Kb
• Cost: 49.95 $

Historical Quotes Downloader is a software which allows you instantly download intraday and daily historical quotes of stocks and indices traded in US. It produces data output as a customizable ASCII format which makes it compatible with most spreadsheet and charting / technical analysis software packages like MetaStock, Omega TradeStation, Microsoft Excel and others.

• License: Shareware
• Language: English
• Release: 2006-04-26
• Size: 540 Kb
• Cost: 49.95 $

All-in-one technical analysis solution for Microsoft Excel: 146 technical analysis functions, historical data downloads, real-time quotes, neural network-based prediction and classification. You can automatically build charts, create macros. It downloads free historical end-of-day stocks, indexes, mutual funds and futures, delayed and real time quotes for stocks, options, indexes and other securities for more than 50 markets worldwide.

• License: Shareware
• Language: English
• Release: 2006-04-20
• Size: 5 Mb
• Cost: 249.95 $

Horizon Investment Analyst calculates profit, periodic, cumulative, & average annual total return, internal rate of return (IRR), capital gain, buy/sell prices, and other statistics. Creates many different types of charts, 5 different types of basis worksheets for capital gains calculations. Imports/exports data to/from many other applications. Particularly useful for investments with multiple cash flows, such as mutual funds, 401k plans, etc.

• License: Shareware
• Language: English
• Release: 2004-04-07
• Size: 3 Mb
• Cost: 15.00 $

The EZ-Files Library contains 26 technical indicators pre-built in Excel Spreadsheet Format. These Excel files are tremendously useful for constructing securities trading, technical analysis, or statistical models in Excel. EZ-Files save you countless hours of research and calculation time, and each indicator is guaranteed to have 100% correct formulas. Each file has "open source" formulas left unlocked to enable easy adjustment and modification.

• License: Commercial
• Language: English
• Release: 2004-12-01
• Size: 19 Kb
• Cost: 79.95 $

World stocks ticker with diagrams and lists for NYSE, NASDAQ etc and possibility to open a lot of quotes and lists together. Friendly and simple user interface.

• License: Shareware
• Language: English
• Release: 2005-10-22
• Size: 5 Mb
• Cost: 19.00 $

StockQuoter is a portfolio manager and downloader for intraday, end of day and historical stock quotes. Download free historical stock, currency, index and mutual fund data from yahoo for your lists of tickers. The generated data is compatible with most charting and technical analysis software. No more monthly charges, start today and get your quotes for free.

• License: Shareware
• Language: English
• Release: 2004-06-05
• Size: 3 Mb
• Cost: 49.95 $

MLDownloader downloads intraday, end of day and historical stock quotes, Options and Futures from various Internet sites. The program gives you the option of saving your data in MetaStock™ or in the form of ASCII files. You are completely free to define your format of the ASCII files, so almost any Technical Analysis software can read it. To bring your data up-to-date simply instruct MLDownloader to perform a data collection download.

• License: Shareware
• Language: English
• Release: 2006-09-14
• Size: 2 Mb
• Cost: 69.95 $

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.

• License:
• Language: English
• Release: 2005-05-05
• Size: 133 Kb
• Cost: 18.00 $

A bingo system to use for fund raising events in the local community or a you can play on the PC and try and get into the high score card. The system is highly configurable, use your own logo and sound files or create themes like Christmas. Items can be moved about the screen and hidden if required. The system stores all played games so if a dispute occurs those games can be redisplayed and checked, you can also design your own games.

• License: Shareware
• Language: English
• Release: 2005-08-30
• Size: 12 Mb
• Cost: 79.95 $

Personal Finance Quizzes is a free Windows program that can help you get acquainted with terminology used in personal finance and investment. Automatically adjusts to your way of learning. Includes quizzes on Home Financing, Stocks, Bonds and Mutual Funds. Personal Finance Quizzes offers many valuable features: skins, four quiz modes, export to Palm, paper tests, flashcard printing and more.

• License: Freeware
• Language: English
• Release: 2005-11-15
• Size: 1 Mb
• Cost: Free

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.

• License: Shareware
• Language: English
• Release: 2006-12-01
• Size: 110 Kb
• Cost: 18.00 $