| Directory > Computers > Software > Business > Investing > Portfolio Management Personal ASX Portfolio Manager
PASXM is a simple portfolio manager for all your ASX securities with advanced reporting
functionality providing cost effective portfolio management.
http://www.xu8.net/
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Advanced Portfolio Technologies
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, options
and more.
http://www.apt.com
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Profitspi
Browser based portfolio tracker which dynamically adds time to your portfolio enabling you to track
profit performance by day, week, month and more.
http://www.profitspi.com
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EM Applications
EM Applications provides an advanced factor model and tools for portfolio risk management.
http://www.emapplications.com
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PortfolioScience
Provides portfolio risk analysis for individual investors.
http://www.portfolioscience.com/
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DynaPorte
Dynamic asset allocation system helps you to discover the important macroeconomic and market
factors that influence investment performance and adapt the asset allocation accordingly.
http://www.dynaporte.com
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Taking Stock
Simulates portfolio investment strategies using historical returns for stocks, bonds and cash since
1922 and educates investors about bull and bear markets using 18 interactive calculators.
http://www.marketsavvy.net
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Monetaire, Inc
Provides a componentized wealth management platform to the financial services industry, including
modules for rules, computations and user interfaces.
http://www.monetaire.com
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Oxygensoft
Oxygen's enterprise wealth management software has client prospecting, wealth planning, investment
selection and implementation, client monitoring and review.
http://www.oxygensoft.com
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Portfolio Innovations
Tools and resources for portfolio and risk management.
http://www.portfolioinnovations.com
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Computerized Portfolio Management System
Generate long and short strategies with our proprietary ranking and screening system. Create
strategies for specific industries.
http://www.cpms.com/
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A Penny Saved
Offers automated online trading tools.
http://www.apennysaved.com
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Steady Trading
Offers decision-making support software designed for portfolio management.
http://www.steadytrading.com
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Investor Coach
Offer online portfolio management tool for stock investment.
http://www.investcoach.com/
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Equitrend
Offers money management system with daily updates and monthly newsletter.
http://www.Equitrend.com
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Simple Financial systems
Provides basic financial software for both home and business use.
http://www.simplefinancialdownload.com
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Integrated Decision Systems
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.
http://www.idsnet.com
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FinLab
PackHedge is a global fund data-management system for fund research & analysis.
http://www.finlab.ch
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Architect of your eFuture
Consulting and development company servicing the financial services industry.
http://www.fin-it.com
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Excelquant
Develops, and sells online, investment software for Microsoft Excel. Offers consulting services for
custom developed solutions.
http://www.excelquant.com
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Cainsoft, Inc.
Software developed by investment professionals, for investment professionals. Client review,
portfolio analysis, and risk management solutions.
http://www.cainsoft.com
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SunGard Online Investment Systems
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.
http://www.online.sungard.com
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Risk Infotech Solutions
Develops risk management software products including country specific multi-factor equity risk
model for India.
http://www.riskinfotech.com
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prommise
PRoMMiSe software performs management and analysis requirements of mortgage portfolios, as well as
prepare parties for securitisation of part of their portfolios.
http://www.prommise.com
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Advisor Software Inc.
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.
http://www.advisorsoftware.com
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Asset Allocation Analyst
The Asset Allocation Analyst is an integrated portfolio management application for financial
advisors.
http://www.assetallocationanalyst.com
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PMSA Inc.
Fully integrated software system that automates all functions, such as reporting, analysis,
accounting and performance of investment management organizations.
http://www.pmsa-inc.com
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Efficient Portfolios
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.
http://www.effport.com
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Archway Technology Partners
Hedge fund administration software. Includes P & L distribution with flexible breakpoints,
discrete fee structures by partner, hurdle rates, high water marks, and contact management.
http://www.keystone-intl.com/archway_home.htm
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Real Decisions
Real Decision's real estate software: Smart-RE geared for the corporate real estate professional.
Analyze and forecast using key performance measures.
http://www.realdecisions.co.uk
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Bytelogics Inc
New York full service web design and software company. Creators of Portfolix, a fixed income
reporting software program.
http://www.bytelogics.com/
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Dynamic Software Design
Software package designed to organize all of your digital currency needs. Manage E-currency
accounts with Portfolio Manager.
http://dynamic-software-design.com/
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Software for Investment Clubs
Investment Clubs Tax Reporting Software for Individual or Group Investment Clubs.
http://www.investclub.com/investment_club_accountbutler.html
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TBOTS - Trading Robots
TBOTS is for simulating and tracking investment strategies. Investors can simulate buy and sell
ideas on historic data then track them on a continuous basis. No programming or data feeds are
required.
http://ww2.tbots.com/
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Portfolio MCS
Software for portfolio risk analysis using Monte Carlo simulation for systematic traders and
investors using Tradestation. Generate probability curves of risk and return.
http://www.portfolioriskanalysis.com
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RiskData Portfolio Solutions
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.
http://www.riskdata.com
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QCharter Portfolio Charting Program
Windows-compatible DOS program that provides tracking and charting of portfolios of stocks and
funds. Recognizes common Internet quote service formats.
http://members.cox.net/nedblake/
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Custom Design Software
Real estate property analysis software for real estate investors.
http://www.real-estate-investor-online.com/
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NetageInvestors
NetageInvestors hedge fund front-office software. Software suite for optimizing information flow
between a hedge fund, its employees and active or prospective investors.
http://www.netageinvestors.com
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Incom
Incom provides wealth management software and systems for personal and business investors.
http://www.incom.com.au
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Milvus Software Limited
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.
http://www.milvussoftware.com/
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Advisors Assistant
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.
http://www.climark.com
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Financial Additives
Suite of IT products to integrate and enhance the investment management and private client
technology industry.
http://www.financialadditives.net/
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Leading Market Technologies
Makers of Open Analytics, real-time or historical risk management, optimization, volatility
forecasting, technical analysis, back-testing and program trading system.
http://www.lmt-expo.com
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Gravity Investments
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.
http://www.gravityinvestments.com/
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TradePerformance
Trade Management Software. Tool for stock market investors, offering planning, money management,
record keeping and tax reporting.
http://www.TradePerformance.com/
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Pertrac 2000
Pertrac is a powerful suite of investment tools for financial professionals.
http://www.pertrac2000.com
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QED Information Systems, Inc.
Information Systems, Inc. is a leading provider of portfolio management and accounting software for
institutional investors.
http://www.qedinfo.com
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ProSight
Offers portfolio management software, including company information, press, support, partners and
forum.
http://www.prosight.com
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BasketFunds
Mutual and stock portfolio management services. Product and services information provided.
http://www.basketfunds.com/
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Investors Source
Financial planning and portfolio management, web calculators and contact management.
http://www.investorssource.com/
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InvestAhead
Wealth management software for IFAs and other finance professionals.
http://www.investahead.co.uk/
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FinancialCad
Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700
functions to work with.
http://www.fincad.com
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Compuware, India
A comprehensive package for portfolios management and accounting.
http://www.compuwareonline.com/software/investment.asp
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Systematic Methods
Rules-based portfolio trading algorithms and consulting for financial institutions.
http://www.systematicmethods.com
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TradeLog
Automates active trader tax accounting by importing and matching trades including short sales,
calculating gains and losses, schedule d, and wash sales.
http://www.armencomp.com/tradelog
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Portfolio Director Software
Track stock, options and mutual fund activity with a comprehensive list of financial reports.
Interfaces for major brokerage firms available.
http://www.portfoliodirector.com/
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PSplus Portfolio Software and Consulting
Developers of professional portfolio management software.
http://www.psplus.de/
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Portfolio Analyzer
MSExcel based portfolio management system that calculates performance and factor exposures.
http://www.portfolioanalyser.com/en_index.html
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Primafin Software AG
Portfolio management software and consulting.
http://www.primafin.com/
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Zunna, Inc.
Publishes WATS, an investment analysis software package. Focuses on long-term financial planning
using historical data to validate strategies.
http://www.zunna.com/
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Amateur Invest
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.
http://www.amateur-invest.com
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Portfolio Investment Records
Investment records keeping program for DOS.
http://home.att.net/~imaginaryco/PortFolio.html
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ClaroLogic
Personal and enterprise level portfolio and fund management systems.
http://www.clarologic.com/
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Ravenfields Software Inc.
Back office system solutions provider for Fund Companies.
http://www.ravenfields.com
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StatementOne.com
Provides Internet based enterprise wide consolidated statements and transaction level financial
data for institutions and their clients.
http://www.statementone.com
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The Investor Source
Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil.
http://www.caduceusenterprises.com/The_Investor_ource_-__Download/the_investor_ource_-__downloa....
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Croesus Portfolio Management System
An advanced portfolio management software solution for the securities industry.
http://www.croesus.com
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Quotes-Station Freeware
Software to track and manage investment online. Build your own personal multi screen browser.
http://www.quotes-station.com
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Radix Research Ltd
Investment software for multi-currency portfolio management and technical analysis. Designed for
experienced investors.
http://www.radixresearch.com
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Coyote Capital
Automated portfolio management system that recommends daily stock trades based on investment
capital and risk tolerance.
http://www.coyote-capital.com/
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Portfolio Selection Systems
Portfolio theory, and optimization software.
http://www.portfolionetworks.com/
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Efficient Solutions Inc.
Portfolio optimization software for investment professionals and sophisticated personal investors.
http://www.effisols.com
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Advanced Information Management
Adaptive data mining and risk management solutions for the analysis and prediction of financial
markets. Software, consulting, and seminars.
http://www.aim-sw.net/
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Cosmos Offshore Company Management System
Software to manage portfolios of registered companies.
http://www.cosmos-offshore.com/
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Advisormart.com
Online portfolio management for investment advisors, brokers, and financial planners.
http://www.advisormart.com
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AnalytX, Inc.
Financial management and consulting services to the private equity industry. Products include
accounting and portfolio management tools.
http://www.analytx.com
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Alternative Software Development
Provides software for Hedge Fund portfolio creation through downside risk management.
http://www.alternativesoft.com/
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QUANTIX Software Inc
Investment portfolio software for tracking of stocks, bonds, funds.
http://www.quantixsoftware.com
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Electric Scorecard II
Accounting software to track commodity trades.
http://www.orbitsoft.com
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Stock Manager
Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every
HotSync.
http://tinystocks.com
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Traders Edge
Canadian Investment Software. This program manages stock market investment.
http://www.tradersedge.com
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Margin Account Calculator
Tracks your futures trades. Free demo requires Excel.
http://www.users.globalnet.co.uk/~ibrant/index.htm
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Techfi - Portfolio 2000
A complete portfolio management system for investment professionals with performance measurement
and comprehensive reporting.
http://www.techfi.com
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Investment Spy
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.
http://www.investmentspy.com/
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Invessoft
Individual investment software for portfolio management and tax preparation. Prices updated via
Internet.
http://www.invessoft.com
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RAD Solutions LLC
A real time portfolio management and accounting system.
http://www.RADSolutionsLLC.com
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GainsKeeper
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.
http://www.gainskeeper.com/
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DRIP Wizard
Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax
consequences, and others.
http://www.dripwizard.com
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Captool Investment Software
Portfolio management software designed for professional money managers, sophisticated individual
investors, and for others entrusted with managing investment assets.
http://www.captools.com/
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Quotes Station
Adware stock quotes and portfolio manager software.
http://www.aadsoft.com/quotes/intro.htm
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Savings Bond Maximizer Software
Management tool for US Savings Bonds that tracks price, yield, accrual dates, maturity dates and
deferred tax obligation of all bonds issued since 1943. Covers Series E, Series EE, Series I,
Series H, Series HH and Savings Notes.
http://www.maxbond.com
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DTLink Software
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.
http://www.dtlink.com/
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DataCow Technologies
Stock and mutual fund portfolio manager provides complete market information, technical indicators
and forecast of indexes, stocks and mutual funds.
http://www.datacow.com/
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Beiley Software Fund Manager
Portfolio management application for the individual investor. Track and analyze stocks, mutual
funds, and other investments with easy to use graphs and reports.
http://www.beiley.com/
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ESQuotes
Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
http://www.esquotes.com
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My Savings Bonds
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.
http://www.mysavingsbonds.com
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eWebPortfolio
Fully functional portfolio management and accounting system that runs on the Web.
http://www.eWebPortfolio.com/
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